Milestones - goals achieved
N
Nikki
Everyone has defined personal milestones for themselves, it would be better if they could also adopt a few suggestions from the community.
For example:
- First dividend: This is an important step for any investor who wants to build up their wealth through passive income streams. The first dividend shows that you are able to select high-quality companies that regularly distribute profits to their shareholders.
- Dividends of €10 each month: This is another milestone that demonstrates the goal of generating steady and growing income from dividends. With €10 per month, you can afford small amenities or reinvest the money to take advantage of the compound interest effect.
- €100 in dividends every year: This is an ambitious milestone that requires a high level of discipline and patience. To receive €100 in dividends every year, you either have to invest a large amount or save and invest consistently for many years. This milestone shows that you are a long-term investor who is not influenced by short-term fluctuations.
- 500€ dividends every quarter: This is an impressive milestone that can have a significant impact on personal financial management. With 500€ per quarter, you can cover part of your running costs or fulfill larger wishes. This milestone shows that you are an experienced investor who is pursuing a diversified and profitable dividend strategy.
- 1000€ in dividends every month: This is an exceptional milestone that enables you to become financially independent. With 1000€ per month, you can live off your dividends or use them for other purposes. This milestone shows that you are a successful investor who has mastered the art of passive income.
Björn Beier
Merged in a post:
Automatic milestone chronicle for portfolio & income thresholds
Tim Regnery
The system has so far paid no attention to reaching important financial thresholds (e.g. 10.000 € deposit volume, 1.000 € annual dividends).
Required feature:
Automatic recognition and tracking of defined asset, savings and passive income milestones.
Historical overview/ History of all milestones achieved including date of achievement.
J
Johannes
Try out the 'Financial Goal Card' integration for your needs
Björn Beier
Merged in a post:
How many days did it take per sum x (dividend)
J
Jan
Don't you also know that when you try to explain the dividend strategy to friends and family and get them excited about it?
I would be interested in having a view in which I can enter an amount, for example 1000€, and then be shown a list (based on my portfolio), which in this case shows me the development of my dividends in steps of 1000.
example:
From 0 to 1000€, it took 600 days. From 1001 to 2000€ then 300 days, and so on.
Best regards,
Jan
M
Marvin
Hi everyone,
I have implemented some of the suggestions and ideas from this thread on Portfolio Insights (https://portfolio-insights.de/) under Milestones for users with profiles.
Quantitative milestones: Here you can keep an eye on your wealth accumulation by following your current progress towards specific goals such as portfolio value, invested capital or dividends on the way to the next big brand.
Badges & Levels: A small ranking system that accompanies you through your investment career by classifying your accumulated experience in titles based on points and visualizing your personal development from beginner to professional.
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Björn Beier
Merged in a post:
Investment goal tracker
Jürgen Krieger
One way in which you can enter:
Investment goal/ monthly savings rate/ annual savings rate
And the portfolio tracks whether you stick to the plan, how the return is behaving, what may be possible.
Here is an example screenshot of how I track it in Excel. (average return only, IZF would be better, but a horror in Excel)
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Björn Beier
Merged in a post:
Indicate dividend target
D
Dominik
It would be really great if you could set your personal target for annual or monthly dividends. In the dashboard, you then get an indicator that shows in% how close you are to your goal.
Tuan Martina
A forecast for 1 year 5 or 10 years would be great. It is important that the user himself decides according to which criteria he wants to make his forecast.
Björn Beier
Merged in a post:
Set target totals
L
Luca
Hi, I'm currently maintaining in Notion how much I still need to achieve a desired target amount (in purchase price) for a particular share. I would find it very pleasant if there was a function in order not to lose track of several securities. This would also help with weighting the various stocks. Furthermore, a kind of progress bar would be cool for that.
- Target amount
- Target amount can be selected by yourself (in purchase price)
- Missing amount up to the target amount
- Automated
- progress bar
- Green background when completed, red if not yet
-> How it is in Notion right now see picture
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Björn Beier
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Be able to set and pursue goals
Lars Stertefeld
An opportunity to set and be able to pursue goals for the coming year, e.g. a specific portfolio target, a certain amount of dividend, etc., would certainly be very helpful for many. Comparable to what C24 Bank does. There you can enter a savings goal and you will be shown what percentage of the goal has been achieved.
Björn Beier
Merged in a post:
Set savings goals
C
Céd
It would be great if you could set savings goals and then be shown what percentage of them you have currently achieved with your portfolio:)
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