Dividend Turtle Portfolio

[alexg]

The name of the game is Save and Invest:
My first purchase was Exxon Mobil (XOM) http://www.focusondividends.com/3/my-first-purchase/

I'll create a portfolio page on my blog this weekend but it all depends on my sports schedule lol

[Dividend Watcher]

Every journey begins with the first step. Not a bad choice, alexg.

[ChadR]

A journey of a thousand miles begins with one step. That is a very good first step.

[alexg]

Thanks for the positive energy.

[alexg]

Bought 6 shares of IBM @ 162.47. This is basically my October savings and my November purchase.

[dividendventure]

Congratulations on your first purchase! The first purchase of my journey was earlier this year and it was also Exxon. They have a very disciplined management and I'm sure we will do fine over time.

Best of luck!

[EricL]

(10-27-2014, 09:22 AM)alexg Wrote: Bought 6 shares of IBM @ 162.47. This is basically my October savings and my November purchase.

I am long IBM as well and am considering adding here too. I have a full position, but you don't get many chances to own companies like IBM at a 10 PE.

[alexg]

Wrote about it yesterday on my blog. http://www.focusondividends.com/50/novem...e-ibm-ibm/

[alexg]

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/

[Be Here Now]

(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.

[alexg]

Be Here Now,
Seems like M* uses "Current Market Value" as oppose to the "Total Cost" that your using, thus the discrepancies.

[Be Here Now]

(11-03-2014, 12:34 PM)alexg Wrote: Be Here Now,
Seems like M* uses "Current Market Value" as oppose to the "Total Cost" that your using, thus the discrepancies.

I am not following your logic. Please expand.