Updated Investing Spreadsheets

I recently made a few updates to the investing spreadsheets. The current “live” version can be found in my current investment portfolio.

The first change is the creation of a dividend calendar. I got this inspiration from Hello Sucker’s Calendar page. This basically gives me a head’s up on the months and days that the companies I own payout. The months are accurate and the days are approximate since some dates may fall on a non-business day.

For now, this allows me to gauge when all my companies have paid. I also tabulate the expected total monthly distribution. This is linked back to the main dividend sheet and should automatically reflect dividend raises and the effect of purchase of additional shares. Since I am automatically reinvesting the dividends, I don’t rely on them for current income. However, in the future, this calendar will be very helpful to gauge the amount of dividend income coming in and to adjust expenditures accordingly.


The second update that I will discuss today is a way to keep track of the effect of dividend increases. I’ve labeled the sheet as “Dividend Increases.” This may change as I think of a better way to phrase it.

This sheet will track the effect of an increased dividend each time the dividend is raised. This is manually updated and is reflective of the effect of the dividend increase on the current amount of shares held. You can think of it like the amount extra each year that I will be receiving even if I did not add additional capital or reinvest the dividends.


The third update has been live for awhile now, but it does go hand-in-hand with the new Dividend Increases sheet. The Payback & DGR sheet calculates the compound annual growth rate for each of the dividend stocks I own. Each time a dividend increase is announced, this is also a sheet that I must manually update.

As always, please feel free to comment below. I will get back to you as soon as I can.

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