http://none

Report this comment

I use the Hyp Top Up spreadsheet - credit for this goes to itsallaguess who is updating this file and uploads it to gamefront.

The main advantage with this file is for me - it does all the work while you sit and wait for a moment. After the first initial time spent on entering your share holding information all it takes is to press a few buttons to get updates.

On tab 1 - High Yield Portfolio you need to enter the amount of shares you're holding for each of your companies first then on the press of a button this file (or rather the macros within it) updates the share prices with data from Yahoo.

It will then work out the value as a % of total value of the portfolio and assign a value weighting for each share sorted in ascending order.

Afterwards, again at the press of a button, it will update the dividend forecast yield with data from DigitalLook and work out a yield weighting sorted in descending order.

It will then add up the two weighting values and assign a top up order sorted in ascending order.

In its latest version, 10.2, it looks at over 600 shares and should therefore be useful for anyone running a portfolio whether it be a HYP or not.

The way it calculates weightings and top up order may not be useful for people not running a HYP but then again - even if all you take from it are the share prices and the yields then that's fine too.

On tab 2 - Dividends it will automatically fill in the information provided from tab 1, i.e. ticker of each company and then, again on the press of a button, fill in the latest dividend information for each company (Ex-Dividend date, record date, payment date and dividend amount in pennies). I have added 2 more columns for shares held (which is a lookup on tab 1) and Dividend in £ so that I can get an inkling of incoming dividends over the next few months.

All in all: I use it to get automatically up to date information on share prices, yields and dividends and then take this data into my own top up calculator.

Are you sure you want to report this comment?