03-14-2015, 12:59 PM
My spread sheets are very basic. Have a version to track current yield and weightings of positions. Also have a simple one to track total value, adjusting for withdrawals and distributions. Of course growth metrics don't really matter too much, as they are almost totally beyond my control. The portfolio generates whatever it generates. But if I under perform for a prolonged period, it is definitely telling me to make some adjustments. Currently I'm adjusting toward more ETF exposure and toward much less active investing. As far as dividend growth, I'm happy just eyeballing that every now and again, as am mostly interested in current yield.
Alex