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60 is a lot to keep track of! Sounds like you have a good plan. Thanks for watching :)

I didn't know that, thanks for the update!

Thanks! I try to get straight to the point. Life is busy!

I like SSD but I think they should lower their price and do more marketing to increase sales.

@@armchairincomechannelYep I like their service but to me >$249 starts getting a bit much for what they are offering.

Thanks, Happy Holidays Norman :)

With 2 funds I don't think a dividend tracker is necessary. As you diversify (probably not a bad idea at some point), and you find it difficult to keep track of all your sources of income, then one of these could be helpful.

Well that worked out nicely :) Thanks for watching, clicking, investing, commenting...everything!

Thanks for the feedback, I'm enjoying it too.

I forgot to mention those weekly summary emails, they're great! Thanks for sharing your experience :)

Thanks for the feedback. 👍🏼

I'm not aware of any dividend tracker with an alert that's adjustable to a specific level. Although that would be a nice feature!

There's no simple measure of dividend coverage because CEFs cover a variety of asset types that are measured in different ways. The closest thing to a measure would be Net Investment Income (NII) Coverage on Simply Safe Dividends. Here is their explanation of the limitation of that measure: "NII Coverage is the percentage of a fund's distribution covered by net investment income (NII), which is the interest and dividends earned by the fund less expenses. Most fixed income CEFs set their distribution based on NII, so ratios near or above 100% are safer. Equity CEFs rely more on capital gains to fund distributions, making NII Coverage less indicative of the safety of an equity CEF's distribution."

@@armchairincomechannel Try asking a different way then. Do these Apps have dividend safety scores for CEFs and/or do they give you some idea of how well a particular CEF has its dividend covered?

Yes, Snowball can link to Fidelity via Yodlee. The feature that reads statements is not available for Fidelity. I don't have an account with Fidelity so I don't have personal experience with uploading data from them.

@@armchairincomechannel thanks! Happy New Year!

Thanks :) You too!

Being handy with a spreadsheet is a valuable skill!

tracking as dividends occur is a manual process. I just ball park it cuz all I care about is annualized.

Thanks! 6.79% would be crazy! It’s much less. There’s an explanation on the PBDC website and in this video: Should You Buy a BDC Fund? (10.9% Yield) kzfaq.info/get/bejne/nNKnmKRm1tHSiZs.html

Yes. I have multiple.

I haven't done a CSV file import but it's available on Snowball. Here are the instructions: help.snowball-analytics.com/import-custom/

I tried a Schwab CVS file and it failed. No support except try again.

Interactive Brokers, Schwab, and Etrade. I've also experimented with Webull.

@@armchairincomechannel Thanks. I use IBKR too

​@@armchairincomechannelThoughts on M1?

None that I’m aware of. Snowball has been excellent to deal with. I’m paranoid about my brokerage and bank accounts so I don’t link to anybody. Plenty of people do though!

I've trimmed back on the high flyers because their valuations are so rich (CSWC, HTGC). The end of rate hikes will reduce or end the special dividends that were unusually high in 2023. Lower interest rates will increase loan volume, and reduce investor fears of defaults (recession notwithstanding), which is usually a tailwind for valuations. The quality BDCs have a history of performing well during low and high interest rate environments, so it's an asset class I continue to hold.

Glad it was helpful, and thanks for watching :)

I like MO's dividend history, but I don't see the upside for their future as it depends on an unknown transition from cigarettes to vapor products. I don't see the future looking the same as the past for them. But it may take a while...

@@armchairincomechannel ill keep an eye on them and see what happens. I am a smoker and I dont plan to quit smoking,

Thanks! I wouldn't say its designed as a crypto tracking program, but you can add crypto assets as "Custom Assets". Here are the instructions:help.snowball-analytics.com/custom-assets/

Diversify.

Cash is the only thing that saves you in a crash. Also the market rotates sectors after a crash. Dump those that are not coming back and buy those that are. Commercial RE is toast and never made new highs after COVID.

I imported my Schwab account manually so I haven't tried the CVS version. Thanks for posting this, hopefully another Schwab account holder can share their feedback.

I also tried to import a csv file from Schwab and failed

@@johnjones761 you don't get a second chance to make a first impression. I sent support my raw CVS file which imports in Excel ok, but never heard back from support.

I did some asking around and the only feedback I can give you is that there has been some confusing between report types...meaning that some people were trying to download csv files of holdings rather than csv files of transactions. Hope this helps.

I did some asking around and the only feedback I can give you is that there has been some confusing between report types...meaning that some people were trying to download csv files of holdings rather than csv files of transactions. Hope this helps.