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Subscribe to RSS feed Dividends Projection

By evankoh posted on 14 Aug 2017  -  21,476 views


A little more than a year ago, I added a feature that projects how much dividends you are likely to receive for the current year in your Portfolio Report. Although it is a simple feature with naive assumptions, it is actually one of the top most-liked features.

Hence, upon the request of Friends of StocksCafe, I spent some time over the weekend to include dividend projection in more areas of StocksCafe.

1) All Projected Dividends - List of all stocks with projected dividends.

2) Individual Stock - You can see it in both Stock Dividend Summary and Stock Dividend Details.

3) Portfolio Projected Dividends - List of all projected dividends that are in your portfolio.

4) Watchlist Projected Dividends - List of all projected dividends that are in your watchlist.

I would like to state the naive assumptions for dividends projection again: "Stocks will give the same amount of dividends, on the same ExDate, as the previous year".

As mentioned before, although these assumptions are unlikely to be always true, it is a quick and easy way to give a rough estimate of how much dividends a stock will distribute for the year. Of course, I am all ears if you have ideas on how to improve the projection accuracy.

Hope you enjoy this "new" feature.

Happy investing!


Like
12 likes
6 comments

kpo - Nice! Thanks Evan!
14 Aug 2017 09:50:04

mithuprem - Thanks.
14 Aug 2017 11:41:06

lukeman - Scrip Dividend. Would like to suggest a button in the "Dividend Collection" to convert the scrip dividend into a transaction with $0 cost and remove it from the "Dividend Collection". Otherwise, user needs to do 2x actions (add scrip dividend manually and remove the collected dividend) and the P&L + Dividend maybe overstated.
Thanks.
27 Aug 2017 15:35:15

evankoh - I wonder if this is similar to what you need?
https://stocks.cafe/personal/portfolio/transactions/tosplit
27 Aug 2017 20:50:22

lukeman - I'm afraid it's not what I meant.
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Please refer to the FAQ: How should I account for scrip dividends, bonus shares, rights issues, etc?
You can simply enter a buy transaction at price SGD 0 and maybe add a note to yourself for clarity.
Although StocksCafe will give you a warning by visually highlighting the price in red, it is fine to ignore it. It is there just in case you have made a mistake in entering the price.
Also, you should remove the dividend collected from here using the remove link to prevent double counting.
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What I suggested was to replace the "Remove" with something like "Convert to Scrip Dividend" or "Scrip Dividend". This action will add $0 cost transaction (user to input the number of unit or auto-calculated) and remove the dividend collected.
27 Aug 2017 21:59:17

evankoh - I see. Okie. I added this feature request. Thanks!
28 Aug 2017 01:16:29



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