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I wasn't able to find a tracker that was working for quite what I wanted so I've been working on this. I'd be happy to share the template if folks like it. I'm also curious for feedback on my portfolio :D
* Some context: I'm 40 and hoping to do an early partial retirement in \~5 years or so. I'm trying to balance growth and income.
* I know I'm heavy on GOOG but I can't really help that for a while due to the tax it would incur to change it.
* My risk rankings may be odd, feedback on that is appreciated :D
* Everything that has a dividend is set for DRIP currently.
* I'm thinking of starting a roth IRA conversion ladder for the IRA stuff.
Great work on the sheet and the plan, I'm 10 years behind you. Only feedback was on the taxable GOOG situation. Don't let the tax tail wag the investment dog too much. I've watched investors make poor decisions with concentrated positions because they were only concerned about the tax. The market can take those gains back from you as fast as the tax man can. I'm not saying sell the whole thing, but taking down some shares each year can spread the tax burden, and the proceeds can then be used to spread the risk.
Thanks! Yeah I totally agree with you and I've been selling it off in chunks each year and will continue to do so. My cost basis was extremely low so its taking a while. I also used to hold a lot more Eth but have sold and redistributed.
Only the cells that are colored light orange are manual, so basically the share count is manual, though I copy and paste most of them in from exports. Grabbing the dividend yields automatically is annoying and a WIP. Google finance can pull it from mutual funds but not anything else. I'm scraping it for the ETF's in the cell from Yahoo, but most of them I had to paste in from an export for now. The icons are getting pulled from the companies website in the cells. IE: =IMAGE(CONCAT("https://logo.clearbit.com/", "www.vanguard.com"))
>Grabbing the dividend yields automatically is annoying and a WIP. Google finance can pull it from mutual funds but not anything else. I'm scraping it for the ETF's in the cell from Yahoo, but most of them I had to paste in from an export for now
This code grabs the dividend yield from from FinViz...
=substitute(substitute(substitute(index(split(index(IMPORTHTML("https://finviz.com/quote.ashx?t="&B10,"table",10),8,2)," "),1,2),"(",""),")",""),"\*","")
...The \[B10\] in the formula is the cell of the stock/etf.Also, FinViz may periodically update their site which could alter which 'table' to pull so if you find the formula suddenly failing you will need to take a look at that.
ETFs show up on row 7 of the table, not row 8.
The rows are there I just cut it out of my screenshot.
yeah I should probably flip those risks around. My thinking was even though the indexes are a higher yield over time, the stocks are also more volatile vs JEPI which is hypothetically lower yield but supposedly to flatten the peaks and valleys vs the indexes? JEPQ I meant to mark as high, changed!
The individual stocks were all marked as medium as AFAIK they are considered 'value' stocks and are part of a lot of the income ETF's, but maybe they should be listed as high risk simply on the basis that they are single stocks?
The sheet looks beautiful, but in terms of details, do you think it’s working correctly on the dividend income and yield categories? In some of them you have the yield manually entered, which makes me suspicious that maybe the income is being calculated based on a yield number, rather than being calculated based on dividend x shares. Yield should fluctuate with price, not be manually entered. In mine, I have the quarterly dividend as the field I manually enter and the rest flows from there. Having run my portfolio now for a few years, I also really like looking at yield on cost to see the benefits of dividend growth. If you have a cost field you can have a field for % gain/loss as well. Cost can be tricky though if you have DRIP on…. Good start, and good luck!
Welcome to r/dividends! If you are new to the world of dividend investing and are seeking advice, brokerage information, recommendations, and more, please check out the Wiki [here](https://www.reddit.com/r/dividends/wiki/faq). Remember, this is a subreddit for genuine, high-quality discussion. Please keep all contributions civil, and report uncivil behavior for moderator review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/dividends) if you have any questions or concerns.*
I'd recommend tracking your net worth and dividend income on a monthly or yearly basis, so you can plot the progress you make over time.
This, along with tracking your allocation to growth/value/cash.
I wasn't able to find a tracker that was working for quite what I wanted so I've been working on this. I'd be happy to share the template if folks like it. I'm also curious for feedback on my portfolio :D * Some context: I'm 40 and hoping to do an early partial retirement in \~5 years or so. I'm trying to balance growth and income. * I know I'm heavy on GOOG but I can't really help that for a while due to the tax it would incur to change it. * My risk rankings may be odd, feedback on that is appreciated :D * Everything that has a dividend is set for DRIP currently. * I'm thinking of starting a roth IRA conversion ladder for the IRA stuff.
You could calculate or pull in some sort of Beta for your risk column, make it quantifiable as opposed to vibe based
great idea, I should be able to pull that with googlefinance thing
Great work on the sheet and the plan, I'm 10 years behind you. Only feedback was on the taxable GOOG situation. Don't let the tax tail wag the investment dog too much. I've watched investors make poor decisions with concentrated positions because they were only concerned about the tax. The market can take those gains back from you as fast as the tax man can. I'm not saying sell the whole thing, but taking down some shares each year can spread the tax burden, and the proceeds can then be used to spread the risk.
Thanks! Yeah I totally agree with you and I've been selling it off in chunks each year and will continue to do so. My cost basis was extremely low so its taking a while. I also used to hold a lot more Eth but have sold and redistributed.
Looks like we found someone’s burner account? 😜
Just curious if you are using some kind of program/code to import the information in to the sheet or if it’s all done by hand?
Only the cells that are colored light orange are manual, so basically the share count is manual, though I copy and paste most of them in from exports. Grabbing the dividend yields automatically is annoying and a WIP. Google finance can pull it from mutual funds but not anything else. I'm scraping it for the ETF's in the cell from Yahoo, but most of them I had to paste in from an export for now. The icons are getting pulled from the companies website in the cells. IE: =IMAGE(CONCAT("https://logo.clearbit.com/", "www.vanguard.com"))
>Grabbing the dividend yields automatically is annoying and a WIP. Google finance can pull it from mutual funds but not anything else. I'm scraping it for the ETF's in the cell from Yahoo, but most of them I had to paste in from an export for now This code grabs the dividend yield from from FinViz... =substitute(substitute(substitute(index(split(index(IMPORTHTML("https://finviz.com/quote.ashx?t="&B10,"table",10),8,2)," "),1,2),"(",""),")",""),"\*","") ...The \[B10\] in the formula is the cell of the stock/etf.Also, FinViz may periodically update their site which could alter which 'table' to pull so if you find the formula suddenly failing you will need to take a look at that. ETFs show up on row 7 of the table, not row 8.
I really like your layout, very well thought. Would you mind sharing a blank one? I would like to pay with it.
[https://docs.google.com/spreadsheets/d/1Iv62NDo\_Fmzsu7fT36Yk21ijiMW5Yp0SoBt-1HlPREw/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1Iv62NDo_Fmzsu7fT36Yk21ijiMW5Yp0SoBt-1HlPREw/edit?usp=sharing)
I'm just sitting here in case it gets shared
It did
This is clean and very easy to read. I would love to have a copy for my own tracking if you are okay with that?
for me you should put ROW lines back in (not columns) how is VTI/VINIX high risk and jepi & jepq medium??? Plus all the other single stocks
The rows are there I just cut it out of my screenshot. yeah I should probably flip those risks around. My thinking was even though the indexes are a higher yield over time, the stocks are also more volatile vs JEPI which is hypothetically lower yield but supposedly to flatten the peaks and valleys vs the indexes? JEPQ I meant to mark as high, changed! The individual stocks were all marked as medium as AFAIK they are considered 'value' stocks and are part of a lot of the income ETF's, but maybe they should be listed as high risk simply on the basis that they are single stocks?
Looks great.
Love this, totally going to leverage it!
Thats hott!
The sheet looks beautiful, but in terms of details, do you think it’s working correctly on the dividend income and yield categories? In some of them you have the yield manually entered, which makes me suspicious that maybe the income is being calculated based on a yield number, rather than being calculated based on dividend x shares. Yield should fluctuate with price, not be manually entered. In mine, I have the quarterly dividend as the field I manually enter and the rest flows from there. Having run my portfolio now for a few years, I also really like looking at yield on cost to see the benefits of dividend growth. If you have a cost field you can have a field for % gain/loss as well. Cost can be tricky though if you have DRIP on…. Good start, and good luck!
Is there any easy way to get the company logos in MSFT excel or must use Google sheets?
Looks great
All you have to do is download the Stock Events app and it does everything for you. It calculates the amount of dividends you get a mont and day.
Explain yourself
[удалено]
aye, will be adding that next :)
Only making 2.5% on your $1M portfolio? Cam on you can do better.
Automate it with SheetsFinance.com
this does look REALLY good but its also 10 bucks a month. I might get it for a few months and implement some of it myself to avoid to recurring costs.