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Originally Posted by SSLance
Wow!! That is WAY more elaborate than mine!! Thanks for sharing... I might have to sleep on that for a bit to see if I want that much detail or not. Very nice though...
So...I have a holding that has been beaten up a bit in share price (down 47.99%) but still pays a great dividend. I just ran the calcs and the net asset value of those shares in that particular holding now represent just 4% of my total holdings, but the dividend represents 15% of my total annual dividend.
This is where I struggle with this type of investing. If I decide I can't stomach this company any longer, I'm not sure I can replace the dividend dollars that this stock currently pays. One is going to have to hope the replacement stock I pick has enough growth in it to make some of that 48% loss back to supplement the lower dividend it'll most likely pay.
Is this a good metric to use (% of total dividend earned vs % of total net asset value)? Or should it be more about Growth and Dividend %s not necessarily about dividend dollars? This is all in my retirement accounts so no tax implications and I do not expect to be pulling money from these accounts any time soon.
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All I really update is dividend payouts an any buy/sells. Then I can just pop it open, and see within a few seconds my total return, real gains, yield on cost, etc. it's not perfect, but it tells me the info that most sites I've seen don't.
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