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Dividends Insights

Table - Dividens Insights

This widget provides a comprehensive overview of dividend-related information for your stock holdings. It helps users track and analyze the performance of dividend-yielding stocks by presenting various key metrics. The widget offers flexibility in customizing the displayed data through its column management feature.

Key Features:​

  1. Holding: The stock ticker and company name.
  2. Total: The total dividend amount received.
  3. YTD: Year-to-date dividend amount.
  4. Pay Date: The next expected dividend payment date.
  5. PD Income: Projected dividend income.
  6. Div 3Y CAGR: Dividend Compound Annual Growth Rate over 3 years.
  7. Div 5Y CAGR: Dividend Compound Annual Growth Rate over 5 years.
  8. FWD Yield: Forward dividend yield.
  9. At Cost Yield (FWD): Forward yield based on the cost of the stock.
  10. FWD An. Payout: Forward annual payout.
  11. FWD An. Income: Forward annual income.
  12. Payout Ratio: The ratio of dividends paid to net income.

Customization Options:​

  • Sort: Users can sort the columns in ascending or descending order.
  • Pin: Columns can be pinned to the left or right for easier viewing.
  • Filter: Users can apply filters to the data for more precise analysis.
  • Hide/Show Columns: Columns can be hidden or shown as per the user's preference.
  • Manage Columns: Access the column management menu to select or deselect the columns to be displayed.

Column Management:​

Users can manage which columns to display by clicking the column settings icon. The options include:

  • Hide all: Hides all columns.
  • Show all: Displays all columns.
  • Find column: Search for specific columns by title.

Detailed Metrics:​

The detailed metrics provided by this widget allow users to have an in-depth understanding of their dividend investments, including historical growth rates and future projections. This aids in making informed investment decisions based on comprehensive dividend performance data.

Usage:​

  • Analyze Performance: Track and compare the dividend performance of various stocks in your portfolio.
  • Forecast Income: Use projected income and forward yield data to estimate future dividends.
  • Monitor Growth: Keep an eye on the dividend growth rates to identify high-performing stocks.
  • Optimize Portfolio: Adjust your holdings based on detailed dividend metrics to maximize returns.

This widget is a powerful tool for dividend-focused investors, providing all necessary data points to evaluate and enhance their dividend investment strategy.