FREE Dividend Portfolio Tracker (v7.0) | MASSIVE Updates + Walkthrough 📊

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Get v7.0 of my FREE Dividend Portfolio Tracking Spreadsheet! If you are still rocking with the previous versions of this free dividend portfolio spreadsheet, you are absolutely going to love version 7.0. In this video, we will do a detailed walkthrough, and will be sure to cover all of the updates and how to use it. This dividend portfolio tracking spreadsheet is perfect for those of you who love dividend investing, and are looking for a FREE, simple, and in-depth way to track the performance of the dividend stocks in your portfolio, your portfolio's dividend yield, portfolio diversification, and dividend income.
The ideas and opinions presented in this video are meant for informational and entertainment purposes only, are not intended to serve as a recommendation to buy or sell any security in any account, and are not an offer or sale of a security. They are also not research reports and are not intended to serve as the basis for any investment decision.

Пікірлер: 284

  • @rynewilliams
    @rynewilliams6 ай бұрын

    📊 GET MY DIVIDEND PORTFOLIO SPREADSHEET (FREE) ► www.retirewithryne.com/free-portfolio-tracker

  • @sartajbhullar3782

    @sartajbhullar3782

    5 ай бұрын

    where am i supposed to enter the email om that page. There is no such option. thanks

  • @srortega
    @srortega6 ай бұрын

    It would be cleaner to hide the rows instead of deleting them. This would also allow you to un-hide them in the future if you were to add more positions.

  • @Ironmike341
    @Ironmike3414 ай бұрын

    The spread sheet is awesome, only problem im having as of now is that its not loading up the annual dividends for the tickers, and the dividend yeild, any help would be awesome

  • @TortoiseInvesting
    @TortoiseInvesting6 ай бұрын

    You giving this out for free is super nice of your part, update looks nice and clean man! Hope you're doing well (:

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you man, back at you!

  • @ThatInvestingChannel
    @ThatInvestingChannel6 ай бұрын

    Already using this, thanks for giving it out for free, love the dividend growth feature, hope things are going well 👍

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you Jordan! I’m glad you’re enjoying the new update

  • @connorgreenwood480
    @connorgreenwood4806 ай бұрын

    I have been using 5.0 for a while so I think it’s time to finally transfer to the new one. Thanks Ryan your the best for giving this stuff for free keep it up!

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you my friend! I hope you enjoy the spreadsheet

  • @casperpype3606
    @casperpype36066 ай бұрын

    Hey Ryne, Much appreciated. I'm looking forward to giving it a go soon.

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I hope you enjoy it my friend!

  • @PastorRichard238
    @PastorRichard2383 ай бұрын

    Thank you for the spreadsheet! Great help.

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    Thank you! I hope you enjoy it

  • @CGAZ66
    @CGAZ662 ай бұрын

    One last question.... Is there a way to add EDIT in the positions (sector) for options style stocks like QYLD, CONY APLY ect.. or does it just get listed as an ETF ? Thank You for answering my questions. UPDATED... I found where you can add it. Thankx.. I like the new version 7.0

  • @marvinirvingjr704
    @marvinirvingjr7046 ай бұрын

    love the updates.... thanksand great work Ryne

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you my friend!

  • @mjcafecrepe6635
    @mjcafecrepe66356 ай бұрын

    Love the update ryne took me awhile to add everything in but love it

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I'm so glad to hear that!

  • @williepeden
    @williepeden6 ай бұрын

    Thanks, Ryne, this tracker has become my base for tracking my portfolio

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I’m so glad to hear that. Thank you for checking it out!

  • @Dean.11
    @Dean.116 ай бұрын

    Well done Ryne! Much thanks!!!!

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you Lean Mean Dean Machine 🙌

  • @user-kuro-nyanko
    @user-kuro-nyanko6 ай бұрын

    I think this is a great update. Thank you !

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you!

  • @user-ke1vu7ir3r
    @user-ke1vu7ir3r2 ай бұрын

    Thank you so much - this is a great help!

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    I hope you like using the spreadsheet!

  • @user-gg3of4nh8b
    @user-gg3of4nh8b4 ай бұрын

    Hey Ryne! The spreadsheet is really cool - thx! When entering sold stocks - do you remove them from the positions list OR does it remove automatically once entered in Sold Positions? And if I only sold some shares of a stock, do I need to subtract that number of shares on the Positions page?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    I’m glad you’re enjoying it! When selling a stock, you would manually remove it from the positions page. Also, if you only sold some shares, you would need to subtract the number of shares on the positions page

  • @edwinb.2756
    @edwinb.27564 ай бұрын

    Great content and love the spreadsheet, Cheers

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thank you!

  • @None-d4f
    @None-d4f3 ай бұрын

    Thank you sir. I will check this out. You are kind.

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    Thank you my friend!

  • @michaelwalton1031
    @michaelwalton10314 ай бұрын

    Thank you so much for the FREE spreadsheet, much appreciated!

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    I’m glad you’re enjoying it! Thank you for checking it out 👏

  • @paulny61
    @paulny616 ай бұрын

    You rock Ryne! Thank you.

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank YOU!

  • @edisonpereira2151
    @edisonpereira21512 ай бұрын

    Thank you Ryne, this looks great and I can't wait to get started. I also do covered calls and cash secure puts for my dividend-paying positions, do you have a spreadsheet that tracks that as well, or do you have any suggestions on how I can incorporate that?

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    Thank you so much! You could add a new page for your options trades if you want to. I'm not an options guy, so I probably don't have the best insight on how to incorporate that. Maybe that's something I can think about for a future version

  • @BigBenLB
    @BigBenLB2 ай бұрын

    Hi, I'm curious as to why the Annual Dividend does not update automatically when I tried this. The cell seems to be configured to get the data from an external source but stays blank even when all of the other data does update. Thanks Edit: nevermind I solved it! Needed to adjustt the permissions for the forrmulas

  • @HobbyDad
    @HobbyDad4 ай бұрын

    Thanks Ryne, Love this Thanks! Mitch

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thank you my friend!

  • @nicolaszunigasolano
    @nicolaszunigasolano2 ай бұрын

    Hi Ryne, quick question what period time should i put in the "dividen growth rate" column? I see in seeking alpha different options like TTM, 3Y, 5Y and 10Y. Thank you

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    I personally use the 5 year growth rate, but you can use any of them as long as it’s consistent across each holding!

  • @josephglavin2472
    @josephglavin24726 ай бұрын

    Thanks for the update.

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    My pleasure! Thanks for using it

  • @noxxsnoxxs8043
    @noxxsnoxxs80432 ай бұрын

    Thank you so much. Finally a trully free tracker

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    Thank you!

  • @DalazG
    @DalazGАй бұрын

    Curious, how can we add a new section? I want to split my tracking for UK stocks (I'm British) with USA ones to see how they compete but convert overall dividends to total as i tend to buy UK and US stocks

  • @willblume5281
    @willblume52815 ай бұрын

    Hey Ryne, I'm having issues with ARCC, SWBI, and GAIN in the annual dividend row... any input on how to fix it? i have tried to shuffle around the stocks and the input is correct (if i move a stock like O in to the arcc ticker O will populate, but moving arcc to the O slot same issue as before). Thanks ahead of time.

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    On the positions page, in column “AC”, you want to go to the cell that corresponds to your ARCC position, and change the “7” in the formula bar to an “8.” That will fix the issue for ARCC, and probably the others as well

  • @mailbagman
    @mailbagman3 ай бұрын

    Great Spreadsheet, just what I was looking for.

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    Thank you!

  • @Rroy20
    @Rroy204 ай бұрын

    Just Subscribed. Thank You

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thank you!

  • @christopherrousseau6283
    @christopherrousseau62835 ай бұрын

    Hey, I really enjoy your spreadsheet. For some reason ARCC doesn't populate annual dividend, dividend yield or annual income. Is there a formula change I can make? Thanks for all the information and keep up the great videos

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Thank you! If you change the “7” to an “8” in the formula of the cell corresponding to ARCC in column AC on the positions page, it will fix it

  • @jasoni3519
    @jasoni35196 ай бұрын

    Thank you so much for all that you do! My total dividend growth rate isnt tracking properly getting a huge % and not an average…how can I fix?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I’m not sure. I’d have to see your spreadsheet to diagnose the issue. If you didn’t change anything on the spreadsheet template, then everything should be working functionally. You can share your spreadsheet with me at ryne@retirewithryne.com and I can take a look

  • @jimginnyohio
    @jimginnyohio5 ай бұрын

    The dividend stats and dividend income breakdown on the Dashboard page appears to have stopped working! Any fixes for that?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    I sure do. I updated the template to correct the issue. If you email me at ryne@retirewithryne.com I'll send you the link to the updated template

  • @SportClipsJoe
    @SportClipsJoe2 ай бұрын

    Hi Ryan - thank you for the spreadsheet. I couldn't find this question already answered so here goes....What is the best way to handle DRIP? Would you just update the Positions tab with the updated number of shares/cost or is there a separate tab to add them?

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    That’s exactly how you’d do it! I hope you enjoy the spreadsheet

  • @Charley-xd9le
    @Charley-xd9le4 ай бұрын

    I'm so new to this stuff. How do I find/work out the Dividend Growth Rate, to enter into the column???

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    I find this info from Seeking Alpha. Just search a stock on there, go to the "Dividends" tab, and you'll see the 5 year dividend growth rate

  • @ogigrobar
    @ogigrobar6 ай бұрын

    where exactly in seeking alpha do i wanna look for dividend growth ? Is it under column dividends and dividends summuary or somewhere else ?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    You can find it on the dividend summary

  • @ogigrobar

    @ogigrobar

    6 ай бұрын

    Also man one more thing how come my annual data for 2023 is equal to what it was in just december, am i supposed to add those up for annual data or how does that work ? @@rynewilliams

  • @nurudinkaba1036
    @nurudinkaba10366 ай бұрын

    Thanks Ryne for a great update

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you for checking it out!

  • @tmgclips5300
    @tmgclips53006 ай бұрын

    Hey Ryne, currently got a little bit in INVH, but I found another REIT called EQR, pays a higher dividend and it’s the same real estate sector. You think it would be a good idea to switch ?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I have no idea to be honest. I haven’t heard of either of those companies

  • @padmegirl17
    @padmegirl176 ай бұрын

    Hi there! I love the spreadsheet, but sadly, I can't enter 2 of my ETFs: HDIV and HYLD (Hamilton ETF's) as the data assigned shows different info.

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I’m glad you’re enjoying the spreadsheet! Toward the end of this video, at 13:20, I demonstrate how to find the right ticker symbol for stocks/ETFs outside of the US.

  • @canberkcanbazoglu
    @canberkcanbazoglu4 ай бұрын

    When I do dividend reinvestment, how should I edit the table? I need to add the amount paid to me in the Dividend Log section and change "# of shares" and "Avg. Cost Per Share" or should I make another change? I think you didn't mention this part in the video. I would appreciate it if you can explain.

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    You would need to input the dividend on the dividend log page for sure. Regarding the rest, I talk about this at about 11 minutes into the video. A dividend reinvestment should be treated the same as a purchase, so you would update the positions page in the same way.

  • @apapappapa
    @apapappapa3 ай бұрын

    perfect work. can i ask you why you dont put a section for fees? does it count it on average cost?

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    You're more than welcome to add a section for fees!

  • @JJ-jn7ei
    @JJ-jn7ei4 ай бұрын

    Thank you!❤❤❤

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thank YOU!

  • @russpitmon
    @russpitmon5 ай бұрын

    @rynewilliams is there any plan to add index funds to your spreadsheet? Also, I was considering slowly moving my taxable account over to my ROTH IRA. The problem is some of my stocks the cost basis is super low compared to where the shares are now. What are your thoughts on this?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Regarding index funds, that's outside of my control. The reason index funds don't work in the spreadsheet is because Google Finance doesn't have info for them. If that ever changes, then they'll start working in the spreadsheet. Also, if you're dead set on moving stocks from your taxable to your Roth IRA, then unfortunately you'll end up losing your cost basis. I'm sure it won't be that big of a deal across a long period of time though, but there's really no way around that

  • @WrenGeyer
    @WrenGeyer6 ай бұрын

    Winner-winner, Chicken Dinner! Love the new updates, spreadsheet looking fresh and clean. Thank you Ryne!

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you so much! I’m so glad to hear that you enjoy the update 🙌

  • @kt6239
    @kt62395 ай бұрын

    Hey Ryne, looks like finviz just change the format for "Dividend Est." from 'annual dividend' to 'annual dividend (%)' . This messed up Dividend Yield and Yield on cost calculation on the spreadsheet. Any workaround for that? TIA!

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    You know I’ve got the workaround! I updated the spreadsheet template a couple days ago. If you email me at ryne@retirewithryne.com I can share it with you

  • @kt6239

    @kt6239

    5 ай бұрын

    Thanks Ryne, much appreciated!

  • @Chris_Pars0ns07
    @Chris_Pars0ns074 ай бұрын

    i am from the UK, is there any way to change the currency to £ for this portfolio??

  • @kemzy1616
    @kemzy16162 ай бұрын

    Hi Ryne, ive tried adding my holdings and it seems it can't get dividend yields for companies listed on the ASX. Any help would be much appreciated

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    I'm sorry for the trouble. FinViz just may not have the dividend information for some of those ASX holdings. It does pretty well with US stocks and Canadian stocks, but outside of that it can be hit/miss

  • @tomislavlozic3623
    @tomislavlozic36236 ай бұрын

    Hi Ryne, I use your tracker from the beginning and it is great for me. However I have troubles inserting ticker AFCG, when I type it it says error and cant pull any info about the stock. Anything we can do here to fix it. Thanks

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    If you go to 13:20 in the video, I demonstrate how to add international companies. Hopefully that helps!

  • @daniellaraney1294
    @daniellaraney12945 ай бұрын

    I'm super new to purchasing and tracking my investments. Do you have a video explaining the basics of each column of your spreadsheet? Also, I'm trying to use your spreadsheet and I am confused as to how to find the dividend growth rate when looking on seeking alpha (or anywhere else)....any tutorials or step by steps??

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Unfortunately, I don't have a video that breaks down all of the columns. All of these are terms you'll become familiar with as you continue along. You'll get to know them pretty quickly. As far as finding the dividend growth rate, on Seeking Alpha, if you go to the "Dividends" tab after searching for a stock, you'll see the 5 year growth rate on the main, dividend scorecard. That's the number you'll want to input in the spreadsheet

  • @mark1hancock
    @mark1hancock5 ай бұрын

    On the Dividend Log Page and Sold Position page you are showing only 1 portfolio, other tabs such as the monthly data 2 portfolio options are shown. Do you need to copy these tabs when using 2 portfolios/strategies

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    No you don’t need to copy them. The spreadsheet version for multiple portfolios allows you to input dividends for both portfolios on the dividend log page

  • @theshewolfe
    @theshewolfe2 ай бұрын

    Hey Ryne... Your channel has been very helpful to me. I have a small dividend portfolio of 12 stocks about 16K so far. I downloaded your spreadsheet to keep track and I was wondering how you find the growth rate. Can I find it with Stock Unlock?

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    Thank you for checking out the spreadsheet! I'm sure you can find it with Stock Unlock. The 5 year growth rate is also known as the CAGR...so maybe look for that

  • @YanLuo
    @YanLuoАй бұрын

    where can i look up dividend growth rate? i googled and got linked to seeking alpha, but there are too much terms that i dont know which one i should be inputting. is that the "Dividend Per Share Growth (FWD)" ? please help!

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    If you search a stock on seeking alpha, then go to the “dividends” tab, you’ll see the 5 year growth rate there. That’s what you input

  • @cwvowel
    @cwvowel2 ай бұрын

    I'm still new to dividend tracking. What is the dividend growth rate? Is it for the TTM or a different value? Its going to take me a while to understand what all of this data means.

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    No problem! The dividend growth rate, or the CAGR, is the compound annual rate that the company increases its dividend by. So, for example, ​KO​ has a 5 year growth rate of 3.5%, which means that the company has increased the dividend payments by that amount, on average, every year for the last 5 years.

  • @tonghao1728
    @tonghao17285 ай бұрын

    I have a question regarding the yellow box with the dividend growth rate. What exactly do I write in the column? The 1 year dividend growth rate or the 3 year dividend growth rate? Many thanks for your spreadsheet :)

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Thanks for the question. I personally use the 5 year dividend growth rate

  • @tonghao1728

    @tonghao1728

    5 ай бұрын

    @@rynewilliams Thank you for the answer. I enjoy your videos. Keep up the good work man!

  • @Mountain0820
    @Mountain08206 ай бұрын

    Ryne, were you able to figure out an iferror equation if we do not have an allocation such as materials on the diversification tab? Right now I can't seem to figure out how to add the equation in to return a 0% if I don't have any allocation in my positions tab without just deleting it.

  • @Mountain0820

    @Mountain0820

    6 ай бұрын

    So I found a work around if you paste this =sumif(A22:L22,"#REF!") into the allocation total % it will ignore any #REF errors if you don't have a certain sector holding. I will add though, that if you have a cash position (which is weighted) it does affect the total percentage. so you may not have 100% allocation if you have a number entered in your cash position. You can add that into your allocations and change the equation to =sumif(A22:M22"#REF!") and create a "sector" allocation on the end if you like your numbers to all add up.

  • @jorgesoares789
    @jorgesoares7896 ай бұрын

    Ryne, your doubt about the row, has been more than 30, the question is, if we open a new position at the particular stock, I normally open a new row and not sum to the old buy. Or I should edit the last buy and insert the total amount?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    If you add shares to a pre-existing position, all you need to do is update the number of shares and average cost per share

  • @JuanaMeloUnicEducation
    @JuanaMeloUnicEducation5 ай бұрын

    Hey Ryne, thanks for this free resource . I have few questions : Will this this track Canadian or is only Us listed stocks ? Upon Add new shares by updating the average share price every time it won’t give non-accurate value if bought the other shares at lower or higher price ? What is best place to find the average dividend growth to input o that field? Thanks :)

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Hi there, to answer your questions: 1. You can track Canadian companies. I demonstrate how to do this at 13:20 in the video. 2. If you update the average cost per share and the number of shares every time you purchase a stock, it will be accurate. This info is given to you by your brokerage account. 3. I personally use the 5 year dividend growth rate from Seeking Alpha Hope this helps!

  • @JuanaMeloUnicEducation

    @JuanaMeloUnicEducation

    5 ай бұрын

    @@rynewilliams awesome ! Thanks.. one follow up question.. within seeking alpha you check the “Annual payout growth” or “year end yield” ?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    @@JuanaMeloUnicEducation If you look up a stock on Seeking Alpha, you’ll want to go to the Dividends tab and look at the Dividend Scorecard. On the scorecard, it will show the 5 year dividend growth rate. That’s what you want to use

  • @JuanaMeloUnicEducation

    @JuanaMeloUnicEducation

    5 ай бұрын

    @@rynewilliams amazing , thanks :) 😍

  • @chrischaney1945
    @chrischaney19453 ай бұрын

    Thank you for providing this excellent spreadsheet! I inputted my positions data (Ticker, shares, cost, etc) and everything automatically populated except the "annual dividend" was $0 for each ticker. Additionally, dividend yield was blank on all of them, and yield on cost was 0%. I thought I just needed to manually add the dividend growth rate so I entered the 5 year CAGR but it did not help. I also filled out the Dividend Log but still having the same problem. Any suggestions?

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    Thank you! Are you using the spreadsheet on a phone/tablet or are you using it on a computer?

  • @chrischaney1945

    @chrischaney1945

    3 ай бұрын

    @@rynewilliams I am using it on a desktop (MAC)

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    @@chrischaney1945 okay. There should’ve been an orange “allow access” button somewhere when you first open the spreadsheet. If you click that, the dividend data will load!

  • @p.honauer9029
    @p.honauer90293 ай бұрын

    That's great! Thank you very much. I'm very interested in V6.0 Future Value Calculator Tap, is it possible to download V6.0 as well? Cheers from Switzerland

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    Thank you! Unfortunately V6.0 is no longer available. For the future value calculator, you can use this here: www.marketbeat.com/dividends/calculator/

  • @p.honauer9029

    @p.honauer9029

    3 ай бұрын

    Thank you!

  • @thekilleralen
    @thekilleralen6 ай бұрын

    Thankßsssssssss❤

  • @kD-bx1mu
    @kD-bx1mu4 ай бұрын

    hey ryne, i have a question, i put into the stocker symbol bdj but the wrong company comes up how do you have it attach to the correct one.

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Google finance doesn’t have the data for BDJ unfortunately. That’s the blackrock fund right?

  • @alexvieiradasilva6366
    @alexvieiradasilva63664 ай бұрын

    Hello mate. Thnks for the great work. My v6 the dividends are not showing, and i cant get the link to download v7. Can u send it to me? Thnks a lot

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    If you email me at ryne@retirewithryne.com I can definitely send you the link!

  • @Justaleedsthing
    @Justaleedsthing5 ай бұрын

    Just started the spread sheet and it’s asking me to add the annual dividends and dividend % manually? Is that okay?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    It’s okay, but you shouldn’t have to do that. It automatically populates that information for you

  • @bobcorrea208
    @bobcorrea2086 ай бұрын

    I was starting to use v6.0 but didn't stick with it. Is there a way to upgrade to 7.0 so I don't have to reenter what I've done?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    You should be able to just copy/paste all of your info into the new spreadsheet. Seeing as it's just a spreadsheet, that's really the only way to do it

  • @ashyboo-us1xl
    @ashyboo-us1xl4 ай бұрын

    where do you find the growth rate? and 10 yr? 5 yr? i'm a little confused on what to put there

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    I use the 5 year growth rate from Seeking Alpha. Just search a stock on there, go to the “Dividends” tab, and it’ll show you the 5 year growth rate

  • @papasmurf1211
    @papasmurf12114 ай бұрын

    Awesome spreadsheet Ryne! You earned my subscription. I came across the v6.0 video on my feed and noticed that that version had a Future Value Calculator. I was most excited about that feature on the spreadsheet but the newest version is missing this sheet. Any clarification on why, or how I can make my own sheet that would show me how my portfolio would grow over time? Much appreciated!

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thank you! I just felt there were better future value calculators out there for people to use. For example, this one here: www.marketbeat.com/dividends/calculator/

  • @reesen1031
    @reesen103122 күн бұрын

    Hey Ryan, been watching for a couple months now and just decided to download the tracker! How do I know what dividend growth rate to insert for each stock? When I research the growth rate for each one, it seems as if different websites say different growth rates for the stock. Is there a specific website I should use, or a certain way I should go about this? Thanks a lot!

  • @rynewilliams

    @rynewilliams

    22 күн бұрын

    I personally use the dividend growth rate from Seeking Alpha. If you search a stock and then go to the Dividends tab, you'll find the 5 year dividend growth rate there on the dividend summary

  • @shantivenugopal3108
    @shantivenugopal31084 ай бұрын

    Hey Ryan, thanks so much for sharing your portfolio spreadsheet, I just started using it since I'm a new investor. I wonder when we input data on the dividend log page, is this after deducting taxes since this is the amount that is being reinvested back into the same stock / ETF?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Thanks for checking out the spreadsheet! The number you input on the dividend log page is the number that is given to you by your brokerage account. It’s pre-tax. With that said, it’s important to know that you’re taxed on your dividends whether you reinvest them or not.

  • @shantivenugopal3108

    @shantivenugopal3108

    4 ай бұрын

    @@rynewilliamsThanks for the clarification!

  • @jeffaragon
    @jeffaragon6 ай бұрын

    Lol thqnk you brotha for mentioning that with the holdings hahaha

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    My pleasure!

  • @donkemp8151
    @donkemp81512 ай бұрын

    When entering # shares and cost, do you include dividends reinvested?

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    I do yes. The numbers I input for all of those are the numbers shown in my brokerage account

  • @Mountain0820
    @Mountain08205 ай бұрын

    Ryne, I have noticed an issue with the spread sheet I am not sure how to fix. Recently Finviz has changed over the annual dividend from a single number to a number and a percent. So when the excel sheet pulls the info it provides 2 numbers into the cell. This causes an issue for dividend yield and yield on cost to generate numbers. Any idea on how to fix this issue?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Yes! I’ve actually updated the spreadsheet template to correct the issue. If you shoot me an email at ryne@retirewithryne.com I’ll send you the updated template

  • @martins869

    @martins869

    4 ай бұрын

    @@rynewilliams Hola Ryne muchas gracias por todo!! Yo tambien tengo el mismo inconveniente, puedo enviarte un email para que me ayudes a solucionarlo?? Saludos!!

  • @steveman336
    @steveman336Ай бұрын

    Your a legend

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    Thank you my friend!

  • @myname-uc6gr
    @myname-uc6gr4 ай бұрын

    Is there a way to pull dividend payouts from web on this spreadsheet? Only manually?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    You’ll have to manually input your dividend payments received. There’s not way to sync this to your brokerage account unfortunately

  • @abghomes
    @abghomes12 күн бұрын

    You are the best

  • @rynewilliams

    @rynewilliams

    11 күн бұрын

    Thank you so much!

  • @aloknight3656
    @aloknight36565 ай бұрын

    Thanks so much for the free resource! I've been using version 6 for a while now. I'm trying to get the new version but I can't get the email to send to me. 😅

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    Thank you! If you send me an email at ryne@retirewithryne.com I’ll send you the new spreadsheet link

  • @aloknight3656

    @aloknight3656

    5 ай бұрын

    Awesome! I'll send one soon! @@rynewilliams

  • @longriflem14
    @longriflem14Ай бұрын

    Thank you Ryne for this Spreadsheet, I am Brand New to Investing and Unfortunately starting late in the Game @ 48.. But have a Question you are entering Numbers in Sections, But not really explaining how and or where that is found. Especially the Dividend Growth Rate I know you said It doesn't populate. But how and where R U getting those Values for your Positions??? I know might be easy for most but us Beginners kinda Hard, Even the Google Fu isn't helping and Even More confusing. I think this will help the New Guy Trepidation in getting settled cause I feel im all over the place. So if you or Anyone else could help with this would be Great. Thanks in Advance and helping the new guy.

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    Hey there. Thanks for checking out the spreadsheet. So to find the 5 year dividend growth rate, just search a stock on seekingalpha.com, then go over to the "Dividends" tab, and then scroll down to the "Dividend Summary." There, you'll find the 5 year dividend growth rate. Hope this helps.

  • @lalit54321
    @lalit54321Ай бұрын

    Some of the stock and ETF div shows zero. Based on previous suggestion tried replacing 7 with 8 in formula. I still do not get the div fixed. Any other way to fix it?

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    Hey there...this is an issue that's impacting all users of the spreadsheet. It randomly happens from time to time, and will work itself out in a short amount of time

  • @brianperry8019

    @brianperry8019

    Ай бұрын

    @@rynewilliams Thanks for addressing this. Was having the same problem.

  • @TheDaveANH
    @TheDaveANH4 ай бұрын

    Can you sort the holdings a to z?

  • @sagardoshi7228
    @sagardoshi72284 ай бұрын

    Is column B on Monthly Data sheet telling the date or the year.? For example, does "January 20" mean `20th January` or `January 2020`.? At time 11:49, when you are updating the dates, `20` seems to be date and not year. If that is case, why is the update required?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    January 20 means January 2020

  • @jdhonse

    @jdhonse

    Ай бұрын

    I had to reformat them, because it was showing day and not year. I first noticed when it didn't load February 30 correctly. If you click on Format in the ribbon when the cell is selected, you can remove Day and add Year.

  • @Norfolkpaul
    @Norfolkpaul6 ай бұрын

    Nice 😊

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thanks Paul!

  • @zaraxii
    @zaraxiiАй бұрын

    Hi Ryne, was wondering if you could help explain something. I track individual purchase transactions for my stocks to know the average purchase price for that particular stock. But what I can't seem to wrap my head around is if I partially sold out of the position, what becomes of my average purchase price and how would it affect my market value? Example: I buy 10 shares at an average price of $1 averagePrice: 1, costBasis: 10, quantity: 10, I then sell 5 of these shares at market price of $5 averagePrice: ??? costBasis: ??? quantity: 5 Could you share how you would calculate this in the spreadsheet if you know how? Thank you very much!

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    You would have to recalculate the cost of your remaining shares, but you shouldn’t have to do this manually. Your brokerage account should tell you your average cost per share

  • @imnotgoindown8806
    @imnotgoindown88062 ай бұрын

    Legend

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    Thank you so much!

  • @Curlycurly1
    @Curlycurly13 ай бұрын

    Dividend Yield, Yield on Cost Annual dividend Income IFERROR formula is not working...its blank on all of my shares... is this correct? this is the first formula for dividend yield =IFERROR(S2/F2,"") Is there something wrong?

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    When did you download the spreadsheet?

  • @Curlycurly1

    @Curlycurly1

    3 ай бұрын

    @@rynewilliams when it just came out, was there an update?

  • @rynewilliams

    @rynewilliams

    3 ай бұрын

    FinViz, which is one of the spreadsheet's data providers, recently made some changes that impacted the spreadsheet. I've updated the template though and fixed the issue. If you email me at ryne@retirewithryne.com I can send you the updated template

  • @weteringoost1
    @weteringoost15 ай бұрын

    I'm from the Netherlands. I have TDIV in my portfolio (ETF) but it is the AEM version, so in euro. When i fill in the TDIV ticker, it gives me the Dollar one. How do i find the right Ticker so the spreadsheet gives me the right market? Thank you for your work

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    If you jump to 13:20 in the video, I discuss how to do exactly that!

  • @weteringoost1

    @weteringoost1

    5 ай бұрын

    @@rynewilliams Wow that's quick. I missed that section. Can't find them on google, only on the euronext site. Has the same ticker. Maybe these ones i'll have to do manually. Thank you anyways. Keep up the good work

  • @weteringoost1

    @weteringoost1

    5 ай бұрын

    I think i got it. AMS:TDIV

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    @@weteringoost1 okay great!

  • @CGAZ66
    @CGAZ662 ай бұрын

    How often does this spread sheet update real time numbers for the stock price ?

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    Usually every 20 minutes or so

  • @CGAZ66

    @CGAZ66

    2 ай бұрын

    @@rynewilliams Thank You.

  • @teembo
    @teembo6 ай бұрын

    instead of advising to delete any unwanted rows, hide them instead. That way, no formulas are affected.

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I didn’t even know that was a thing. Good thinking

  • @pauloferro2593
    @pauloferro25936 ай бұрын

    Hi Ryne, how can i change the currency of the spreadsheet ?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I don’t believe there is an easy way to do currency conversions unfortunately. You can change the currency symbol though. To do that, go to “Format” then “Number” then “Currency”

  • @filb
    @filb5 ай бұрын

    Is the dividend growth rate the 1 year or 5 years?

  • @rynewilliams

    @rynewilliams

    5 ай бұрын

    5 years

  • @lombanth
    @lombanth6 ай бұрын

    "Do you have a website or tool that can help determine the industry/sector?"

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Seeking Alpha can show you that!

  • @thebigredfish
    @thebigredfishАй бұрын

    It doesn't seem to be working for me. I'm getting errors in some boxes, and the annual dividend is screwed up. It keeps going to 0 for all of them.

  • @rynewilliams

    @rynewilliams

    Ай бұрын

    Yea it’s an issue that’s been impacting everyone for about a week now. Most tickers on my personal spreadsheet are working again, but a couple are still having issues. It’ll fix itself in a matter of time. This randomly happens every once in a while

  • @josefreitas9938
    @josefreitas99386 ай бұрын

    how to calculate dividend growth rate? thks and congrats

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thanks Jose. You can find the dividend growth information on Seeking Alpha

  • @alexshead3288

    @alexshead3288

    6 ай бұрын

    Are we using the 1yr growth rate on Alpha or 3, 5 or 10yr?@@rynewilliams

  • @peterprok4279
    @peterprok42796 ай бұрын

    I was trying for a week or so get your new spreadsheet and no luck :( How can I get one?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    It may have gone into your spam folder. If you email me at ryne@retirewithryne.com I’ll send you the link!

  • @peterprok4279

    @peterprok4279

    6 ай бұрын

    it never come in to my main Email so I used my second email and just now got it. Thank you.@@rynewilliams

  • @alexernst-eb5hn
    @alexernst-eb5hn4 ай бұрын

    Any idea why the dividend stats and dividend income breakdown would all be showing 0 but everything is normal?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    You’ll have to open up the spreadsheet on a desktop/laptop and click the Orange “allow access” button. Upon doing so, the dividend info will load

  • @Justaleedsthing
    @Justaleedsthing6 ай бұрын

    Can you use this on a phone

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    You can…but it’s really a lot easier to use on a computer/tablet

  • @JelloisBoss
    @JelloisBoss6 ай бұрын

    Nice! I’m new to your account. Which brokerage account do you use? I currently have Webull, do you think this is a reliable company to invest in ETFs and hold my money for 10+ years?

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    I personally use Charles Schwab and M1 Finance. I’m sure WeBull is a fine platform, but I don’t know much about it to be honest

  • @giuseppesanta2886
    @giuseppesanta28866 ай бұрын

    Hey Ryne! Absolutely love the spreadsheet. It would be AMAZING if one day you would be able to allow multicurrency holdings for us European investors! (Most of my investments are in £ in my broker)

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Thank you! Unfortunately that’s not really something that it’s in my control. At 13:20, I demonstrate how to find international companies to use in the spreadsheet, but not every stock will load. It just depends on what info the data providers have

  • @CarlosSanchez-nl2fb
    @CarlosSanchez-nl2fb4 ай бұрын

    Does this spreadsheet work with cryptocurrency?

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    It should be able to pull the price info for the major ones like BTC and ETH

  • @nilesandsam
    @nilesandsam4 ай бұрын

    In Canada and the stock information is not in google finance so sadly was unable to populate

  • @rynewilliams

    @rynewilliams

    4 ай бұрын

    Did you see my demonstration for how to add Canadian stocks at 13:20 in the video?

  • @nilesandsam

    @nilesandsam

    4 ай бұрын

    @@rynewilliams yep it's not in google finance at all. Seems many of them are this way. The stock is YTSL from Purpose investments. They just flat out don't come up in google finance at all.

  • @jd-ekg-7875
    @jd-ekg-78756 ай бұрын

    “Dragon drop” sounds fun…. Hahahaa I know I know… Mak mak 🤣🐧🐧🤙🏼

  • @rynewilliams

    @rynewilliams

    6 ай бұрын

    Haha it does 😂

  • @jd-ekg-7875

    @jd-ekg-7875

    6 ай бұрын

    @@rynewilliams I’m both an OldSchool gamer and retired Military/DoD (plenty of desk/computer time too) And when I heard Dragon Drop, I knew what you meant, but couldn’t stop thinking; awsum name for a move! Hahahahaaa 🐉 🥋 🐧🐧

  • @CGAZ66
    @CGAZ662 ай бұрын

    How long before i get this spread sheet? Subscribed)

  • @rynewilliams

    @rynewilliams

    2 ай бұрын

    If you went to the website and put in your email you should’ve gotten it immediately!

  • @CGAZ66

    @CGAZ66

    2 ай бұрын

    I just enter a different email and got the download. Thank you. Im going to try this out,but I may stick with 5.0. Thankx for all the great information that you provide. ( i am already a subscriber) Is there a way to break down multiple of the same shares but at different dates for buy and sold on another sheet.