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August portfolio update
#6
(08-31-2014, 10:36 AM)earthtodan Wrote:
(08-31-2014, 02:43 AM)daat99 Wrote: I don't see MCD in there, is that intentional?
It's my opinion that it is attractive at the current price.

I'm aware of the dip, but MCD is not a company I want to own.

I've seriously considered picking up some DE right here, but when I look into it, the world of Ag and corn prices, and thus equipment demand, is something I don't have the interest or the patience to understand and make a contrarian call in the middle of a down cycle.

(08-31-2014, 09:06 AM)Roadmap2Retire Wrote: Nice mix, earthtodan. I should do chart on my own portfolio to see what it looks like.

This is hosted on Google Docs, which is a great tool because it will stream stock prices. You can look at your portfolio any time without having to log into your broker, and you can organize it any way you want.

Open a Google spreadsheet and type a ticker symbol into cell A2. To get the price, in a cell to the right put =googlefinance(A2)

To get the yield, in another cell to the right put this text string:
=index(split(ImportXML("http://finance.google.com/finance?q="&A2, "//td[@data-snapfield='latest_dividend-dividend_yield']/following-sibling::*"),"/"),1,2)/100

I have all the prices, quantities, cost basis, dollar gains, and more in my spreadsheet, I just don't show it here. I also have a formula that tells me how many shares of each company I would need to buy to meet my target allocation. That's a bit over the top, but I just like spreadsheets. Portfolio weighted yield and yearly income are pretty easy to do as well.

Yup, I use Google Docs for most of my monitoring...never use my brokers breakdown/details. Only annoying part I find is that Google Docs has a limit on the number of ImportData fields you can have in one spreadsheet. And I have to use ImportData for a bunch of stats to get that data from Yahoo Finance (since Google Finance doesnt not provide that data).

I dont classify my stocks in high yielders, balanced and high growth as you did - thats what I meant when I said that I should try it in my portfolio. Thanks for sharing anyway.

cheers
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Messages In This Thread
August portfolio update - by earthtodan - 08-30-2014, 04:51 PM
RE: August portfolio update - by daat99 - 08-31-2014, 02:43 AM
RE: August portfolio update - by Roadmap2Retire - 08-31-2014, 09:06 AM
RE: August portfolio update - by earthtodan - 08-31-2014, 10:36 AM
RE: August portfolio update - by Roadmap2Retire - 08-31-2014, 05:43 PM
RE: August portfolio update - by daat99 - 08-31-2014, 04:51 PM
RE: August portfolio update - by earthtodan - 08-31-2014, 06:33 PM
RE: August portfolio update - by Roadmap2Retire - 09-02-2014, 09:00 AM



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