06-18-2026, 01:57 PM
Your right about the notes from Mr Fish's notes. The document actually calls that out and gives credit. Do you think more is needed about that? - maybe add a reference link or something?
I updated a few clarifications and additions based on your feedback.
* Added Indicated Dividend as a cross-reference term.
* Added a full Forward Dividend Yield definition, including how it is calculated from the indicated annual dividend.
* Added a more info link for Forward Dividend Yield:
Forward Dividend Yield: Definition and Comparison with Trailing Yield
* Added a caveat to Trailing Dividend noting that data providers may calculate it differently, especially for companies that raise dividends more than once per year.
* Added a similar caveat to Forward Dividend Yield, since some providers annualize the latest regular payment while others may use a different convention.
* Expanded the Qualified Dividend explanation to note that the distinction mainly matters in taxable accounts.
* Added the common-stock holding-period rule for qualified dividends:
more than 60 days during the 121-day period beginning 60 days before the ex-dividend date.
* Expanded the Nonqualified Dividend explanation to note that in tax-advantaged accounts, the qualified/nonqualified distinction usually does not affect the tax treatment when the dividend is received inside the account.
As you say, many of these terms, numbers, etc are frequently used in various discussions - with an assumption that folks know what they mean (which I often don't).
The original purpose - for myself - was to provide high level descriptions, why certain metrics, values, calculations etc are important and, for values, how to interpret them - such as higher is better, or other generalities about how to perceive the metrics.
Perhaps some things even change meaning depending on the context? Not sure on that - but i wouldn't be surprised.
I'm trying to stay away from having this list become a retirement account tax guide, or any sort of exhaustive or comprehensive list. Its difficult to draw the line sometimes.
I updated a few clarifications and additions based on your feedback.
* Added Indicated Dividend as a cross-reference term.
* Added a full Forward Dividend Yield definition, including how it is calculated from the indicated annual dividend.
* Added a more info link for Forward Dividend Yield:
Forward Dividend Yield: Definition and Comparison with Trailing Yield
* Added a caveat to Trailing Dividend noting that data providers may calculate it differently, especially for companies that raise dividends more than once per year.
* Added a similar caveat to Forward Dividend Yield, since some providers annualize the latest regular payment while others may use a different convention.
* Expanded the Qualified Dividend explanation to note that the distinction mainly matters in taxable accounts.
* Added the common-stock holding-period rule for qualified dividends:
more than 60 days during the 121-day period beginning 60 days before the ex-dividend date.
* Expanded the Nonqualified Dividend explanation to note that in tax-advantaged accounts, the qualified/nonqualified distinction usually does not affect the tax treatment when the dividend is received inside the account.
As you say, many of these terms, numbers, etc are frequently used in various discussions - with an assumption that folks know what they mean (which I often don't).
The original purpose - for myself - was to provide high level descriptions, why certain metrics, values, calculations etc are important and, for values, how to interpret them - such as higher is better, or other generalities about how to perceive the metrics.
Perhaps some things even change meaning depending on the context? Not sure on that - but i wouldn't be surprised.
I'm trying to stay away from having this list become a retirement account tax guide, or any sort of exhaustive or comprehensive list. Its difficult to draw the line sometimes.