This MS Excel workbook now shows not only the Expected Dividends from the currently held positions across the HYHRD portfolio ($13,952.56/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock ($145,731.25), but this figure is now possibly incorrect because of the migration to sharebuilder (apparently some of the the costs did not migrate from optionsXpress, affecting only the phoenix IRA). This also enables me to calculate the ACTUAL YIELD for the portfolio holdings, and adds another spreadsheet called, amazingly enough, Actual Yield! From this sheet, I can further determine the most ‘bang for the buck’ by calculating the dividend expected per dollar invested! Um, please don’t put too much faith on that and base your investment on it, as I just wanted to calculate how much each stock would potentially earn (This portfolio should be expected to return about 9.5742% in dividends alone, according to the calculations that were just done). This does NOT consider capital gain/loss, like the new ‘scoring’ procedure does. I now use this new ‘scoring’ procedure along with all of the other indicators and sometimes my ‘gut feeling’ as to what and how to invest. Do your homework and do your own due diligence! YMMV!
The Costco brokerage has weekly contributions of $300.00. The AIP is reinstated.
The Costco Roth IRA account has weekly contributionsof $260.00. The AIP was reinstated in July.
The Costco IRA account has no weekly contributions. The AIP is reinstated.
The phoenix brokerage has weekly contributions of $300.00. The AIP is reinstated.
The phoenix Roth IRA account has weekly contributions of $333.50. The AIP is reinstated.
The phoenix IRA account has no weekly contributions. The AIP is reinstated.
Mr. Market may have different ideas than you or I, so it’s always a good idea to at least have a look each day. I don’t like buying when the market is down or going down, but I don’t mind buying so much when the market is going up.
Here is the Expected Dividends workbook;