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:
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
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
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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:)
Björn Beier
Merged in a post:
Target achievement (per year)
M
Martin
A function to visually represent (e.g. bar) the achievement of personal goals (invested capital/ dividend received/ deposit growth, etc.) per year would be cool.
Björn Beier
Merged in a post:
Badge for every 10K € steps
D
David Kristl
Beginner, Advanced, Legend,... Warren Buffet;)
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