11-02-2014, 01:12 PM
(11-01-2014, 08:41 AM)alexg Wrote: Finally updated my portfolio page. I use M* to track my portfolio (free version) so I copied the data over instead of using an image.
http://www.focusondividends.com/portfolio/
I have some suggestions for your 'Portfolio Total' line.
In the 'Dividend Yield %' column, compute the current yield of your portfolio. The number you show seems strange. It is not the total dividend $s as I compute them: (981.87 x .0249) + (1135.24 x .028) = 24.45 + 31.79 = 56.24. The current yield is 56.24 / (986.40 + 1160.52) = 2.62%.
In the 'P/E (ttm)' column, compute the capitalization weighted average P/E. This is the P/E of your portfolio. The number you show is the arithmetic average, which is not the same as cap weighted and so not the true P/E of your portfolio. The arithmetic average will only match the cap weighted average if you have exactly the same market value in each position.
You can add some other interesting stuff from your M* portfolio, such as 3 year beta and 3 year standard deviation. You can compute the cap weighted values for your entire portfolio.
You can do all of this if you have Excel. Export an Excel spreadsheet from your portfolio view and then add columns to perform the computations as needed. I do all of this stuff, and having M* is a big help. I would never compute beta and standard deviation on my own.