I love FM and I use it to track the performance and dividends by period for my 3 different portfolios. It is very easy to use and I also like the ability to tag funds by sector type. The software is also supported so much better than just about anything else that I use it is really cool. None of these things can be done with my on-line broker.
I recently became aware of a website while reading the monthly AAII journal that allows users to project future dividends by inputting initial investment, current yield, and dividend growth rate. The article in AAII was written by Lowell Miller (noted author & book seller) and the website is mhinvest.com.
To use this website I download my portfolio data and use excel to create total portfolio yield and dividend growth rate. The growth rate is a little tricky to calculate so I do it using each stocks 1 year and 5 year rates provided by my online broker.
Is there any way that the total portfolio yield and dividend growth rates could be calculated by FM? Or maybe even project future dividends? Could it be that it can be done today and I just don't know how to? These would be major features and it seems would be needed by many dividend investors like me. Thanks for everything Mark.
Doug K
Tulsa, Oklahoma