For those of you with Charles Schwab accounts ---- that like to see how they're doing but can't do all the math.... There's a real easy way for you to see.
Log in to your Schwab account
Under the "Accounts" tab go to PORTFOLIO PERFORMANCE
Once there - it will take a bit to do it's calculations so give it a minute.
Now -- I take my cash in and out of here -- and I DO NOT re-invest my dividends so I CHANGE a setting that you'll find on the far right (Just below "Pinter Friendly" and "Spreadsheet"). Click on CHANGE -- and change the calculator to PERSONAL RATE OF RETURN... I also have this set as my default calculation - because now it calculates cash flow as part of the return (dividends).
From this point you can select what you want to see -- i.e., Year to Date - One Year - QTD (Quarter to date) etc.
So --- My Year to Date is 5.89% (over 11% using the Personal rate of Return calculation page) (obviously since we're in the first quarter this is the same as Quarter to Date). My three year is 62.24%
I'm posting this because I want you guys to see that it's not just all about the dividend --- in other words --- it's about the TOTAL RETURN -- growth plus that magic cash cow called the dividend.
Okay -- HAVE FUN! You might just be surprised about how well you're doing! I hope so!
Last edited by GregWeld; 02-23-2013 at 08:10 AM.
|