(10-22-2013, 07:17 PM)Kerim Wrote: Nice spreadsheet, Eric!

I'm pretty proud of my own, but you've got a few columns there that I hadn't thought to include. I especially like the total return column.

I forget, are you reinvesting dividends automatically? If so, how are you factoring those purchases into your spreadsheet?

Also, does google docs have an easy way to import or update the current share price? I use excel and apparently there is a way to do it, but it certainly isn't simple and I haven't been able to make it work despite some hours of effort.

(10-22-2013, 10:02 PM)EricL Wrote: I am accumulating dividends for a directed reinvestment with this account. The second tab shows the dividends received by month for each position and then I show the account cash balance at the bottom of the first page.

I hope to wait until I have about $1000 for a new purchase, but knowing myself the way I do, I'm guessing I buy something before then

(10-24-2013, 02:31 PM)TomK Wrote: So I assume that means you will not do any automatic reinvestment?

Then, let's say you buy another 10 shares of COP down the road, would that show up as a new line item on the first page? Or would you add it to the 15 shares already reflected on line 4, for a total of 25, and then adjust the purchase price, commission, etc. accordingly?

(10-24-2013, 02:47 PM)cannew Wrote: I agree with TomK, that spreading $8k over 10 stocks will cost you a heavy commission. Depending on the fee charged, $10 to $28 per trade, it cost you 1.25% to 3.5% on each purchase. Investing in only 3 stocks will cost you 0.037% to 1.05% per trade. Trading cost do make a difference in the long term.