11-20-2014, 11:31 AM
(This post was last modified: 11-20-2014, 11:32 AM by Dividend Watcher.)
Same here.
In my spreadsheet, I have a cell with projected overall portfolio value in 2 years (an educated guess and sort of a goal). For each company in my "desired holdings" I list the percent of the portfolio I want each company to comprise. From that I calculate the number of shares I should hold to approximate that value and have a column showing how many shares I'm over or under.
My desired holdings list includes companies that I don't already own so I can see what my goal is when the price is right. This list changes as I add companies that interest me or delete those that aren't performing so well.
The percentage varies. For the core holdings, it's 4% and ranges down from there. The goal is to get close to the expected amount. Speculative holdings are typically 0.5-2% maximum for each position. My Portfolio Business Plan <ahem!> allows up to 5% of my entire portfolio to be in special situations/speculative stocks.
In my spreadsheet, I have a cell with projected overall portfolio value in 2 years (an educated guess and sort of a goal). For each company in my "desired holdings" I list the percent of the portfolio I want each company to comprise. From that I calculate the number of shares I should hold to approximate that value and have a column showing how many shares I'm over or under.
My desired holdings list includes companies that I don't already own so I can see what my goal is when the price is right. This list changes as I add companies that interest me or delete those that aren't performing so well.
The percentage varies. For the core holdings, it's 4% and ranges down from there. The goal is to get close to the expected amount. Speculative holdings are typically 0.5-2% maximum for each position. My Portfolio Business Plan <ahem!> allows up to 5% of my entire portfolio to be in special situations/speculative stocks.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan