Dividend Portfolio

Below is the updated dividend portfolio spreadsheet of my current holdings.  This spreadsheet contains my entire dividend stock portfolio and excludes any mutual funds I’ve yet to sell.

Dividend Portfolio

All the fields are calculated in real-time so the total value and yields will change throughout the day.  The columns with the blue headings are the only fields that require manual input.  The rest of the portfolio spreadsheet will auto calculate with current information.

Feel free to make a copy of the spreadsheet from the link below to use and manipulate the dividend portfolio spreadsheet as you’d like.  More narrative about the dividend stock portfolio can be found here.


Dividend Portfolio

Here is a link to the Dividend Portfolio Spreadsheet

The dividend portfolio spreadsheet auto calculates the stock price, dividend yield, dividend yield on cost, total position value, total return, portfolio weight and estimated annual dividend income.

All you have to do is enter your ticker symbol, shares owned and purchase price and it will do everything else for you.  You can make a copy of my dividend portfolio spreadsheet by clicking the link above that takes you to the google sheet.  Then go to File, Make a copy… to save an editable copy for your own dividend stocks.  Have fun!