Hi @evankoh,
At the present moment, in the Portfolio Report page, there is a table that indicated the dividend estimated for 2025 (Collected and projected till end of 2025) and 2026(Projected from current month till 12 months later). The 2026 is always based on the 12 months from the current months. Is it possible to show the projection based on the current portfolio for the entire 2026 (Jan to Dec)?
It was limited by up to 12 months because my simple projection is only projecting up to 12 months.
I prefer to keep it that way because even 12 months projection is already not accurate since it is using a very simple approach. And based on what you suggested, there is a chance to project up to 23 months. That is on Jan of 2025, if we have to project for the whole of 2026, it is projecting 23 months ahead.
Hi @evankoh,
I understand that it will not be able to predict accurately as there is no of factors that affect the dividend payout for each company (Payout ratio, special dividend, etc). It is more intuitive to see it based Year to Year. This way user who are keen to building passive income based on dividend can roughly gauge how much they will be having in the following year based on the rough projection. This can also help user to decide a strategy for the following year to hit the desired dividend income.
Based on moving 12 months projection, user will have to adapt separately in the worksheet or wait till Dec of each year to plan. Just a fruit of thought to enhance Stocks Cafe.
Hi @WEESTOCK
Thank you for sharing. Let me consider it more. Will put in the backlog for now.
Thanks,
Evan