How The Real Time Portfolio Tracker Keeps You On Track

Apr. 05, 2016 1:49 PM ET33 Comments
George Schneider profile picture
George Schneider's Blog
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Dividend Growth Investing, Portfolio Strategy, Value

Contributor Since 2013


Feel free to email me with any questions you may have at:


geoschneider@hotmail.com



Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium newsletter platform, "Retirement: One Dividend At A Time" . This exclusive RODAT Portfolio has performed even better than my popular FTG Portfolio, with higher dividend income growth and greater capital appreciation.


I'll be happy to send you subscription information and a couple of free, exclusive articles so you can judge for yourself if my service is for you.


We now offer three subscription tier levels, all very affordable, one for every pocketbook.



Just send me your email address and I'll send you all the information you need to decide if my service is suitable for you. Send your email to:



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If you are interested in any of my very popular and easy to use digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site:




http://safeseller2.ecrater.com




You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.



I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.




Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.



This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.




Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.



Feel free to email me with any questions you may have at:


geoschneider@hotmail.com

The Real-Time Portfolio Tracker

Many of my articles have expounded upon the use of my Real-Time Portfolio Tracker and how I've used it in conjunction with my dividend growth strategies.

In order to view this tracker and how it is laid out, and for additional information you may learn more about it at my website, here:

Real Time Portfolio Tracker

Thousands of Seeking Alpha readers and subscribers have asked for additional information to learn how this digital utility tool can help them improve their own investment performance in the pursuit of capital growth and the building and growing of income for retirement.

For those interested in a powerful utility to track their own portfolios in real time, I've created the Real-Time Portfolio Tracker that will perform all of the following functions automatically, without any effort required of the user:

1. Once you enter your stock tickers, the tracker will automatically update the prices of each of your positions throughout the day.

2. It will display the current price of your equities, grabbed all day from a finance site.

3. It will display the amount you invested in each equity.

4. It will update the current total value of each position throughout the day.

5. This tracker will show you your percentage gain or loss on each position in real time.

6. It will display your current yield based on the moment's price.

7. It will show you the yield you received based on the price YOU paid.

8. It will tell you how much annual income each position is paying you.

9. It will break down in percentage terms, how much value each position represents of your overall portfolio based on current prices.

10. Most importantly, it will tell you what percentage of total portfolio income each position pays to you.

11. It displays the total amount you have invested in your portfolio.

12. It gives you a total portfolio value, updated all day long.

13. The tracker will tell you, automatically, what percent your total portfolio is up or down from purchase.

14. It will display the current total portfolio dividend yield as well as the total portfolio yield on cost.

15. It will display your capital gain/loss for each stock in your portfolio, in dollar and percentage terms.

16. It will tell you your total portfolio capital gain or loss, also in dollar and percentage terms.

17. Lastly, it will display the remaining cash left in your portfolio available for investment.

This Real-Time Portfolio Tracker is a very powerful tool that will allow the investor to stay current and up to the minute on every important aspect of his portfolio. Used creatively, it can point to positions that need topping off or trimming in order to arrive at a portfolio that throws off equal amounts of income from each position.

If you think this new tool can help you in your planning, maintenance and management of your portfolio while everything is on auto-pilot for you, please click the link at the top of this piece. This tool is available to readers for a very nominal amount and at a substantial discount for subscribers. I have already provided these tools to a great many readers and subscribers and the feedback has been extremely favorable.

Disclaimer: This article is intended to provide information to interested parties. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks mentioned or recommended.

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