Monitoring dividends

[dhugh70]

Hi All -

What do people use to monitor upcoming dividends? Currently do it all manually (search for the vcts on HL, see if they have a dividend announced, calculate what it will be and record it in the notes app - quite manual and time consuming!)

Is there an app/website where you can set up your portfolio and it’ll do it for you? For free preferably

[tjh290633]

What I do is to have a look at Investegate.co.uk every morning to see if any of "my companies" have reported. Most report their results at 7am, but GSK is an exception, reporting at noon. There may be an odd company whose RNS does not appear on investegate, for some reason. That RNS can usually be found on the London Stock Exchange website.

TJH

[Gerry557]

Is this just for VCTs

I have a spreadsheet with a rough estimate of when income is due so I know when to look out for it.

Often it's announced via RNS or there are websites to aid you. HL or https://www.dividendmax.com/

Investor relation pages often have a financial calender and dividend details. Some announce with little time in-between ie weeks apart some announce with months in-between.

I have some funds and it's always a battle to get the info. A Janus Henderson fund has paid out a dividend that I wasn't expecting until next month but I can't find why it's changed or any announcements about the rate. I did have it linked to a website that did provide that sort of info but the details are not there currently.

The spreadsheet give me a heads up when to check what has been announced and dates can change.

[Itsallaguess]

What do people use to monitor upcoming dividends?

Currently do it all manually (search for the vcts on HL, see if they have a dividend announced, calculate what it will be and record it in the notes app - quite manual and time consuming!)

Is there an app/website where you can set up your portfolio and it’ll do it for you? For free preferably

The Dividend Data site provides a forward-looking monthly list of dividends declared and it contains VCT's, although you'd have to check if it covers the specific VCT's you're wishing to look at.

Here's a link to the March dividend-payment list so you can check to see if it might be useful -

https://www.dividenddata.co.uk/dividend-payment-dates.py?m=alldividends

You can search for particular EPIC codes on the above page, using the search box at the top of the list, which will then provide a more focussed view of both declared and historic dividends, and you can also change the month that the list is showing as well.

It should be noted that this declared-dividends list is 'live' and will be updated as and when new dividends get declared by the relevant companies, which usually takes a day or two at the most in my experience, with some updates being done on the same day.

If you've got a list of VCT's you want to check, then throwing them into the EPIC search box will probably be the best route to success, and if there's historical data returned then I'd say there's a good chance that fresh dividend declarations will continue to be caught in the monthly lists...

Cheers,

Itsallaguess

[Karellan]

Are you concerned about missing dividends ?

I must admit that I never check mine although I keep them logged on a spread sheet. I would probably notice if a years dividends were excessivly low.

[Gerry557]

I have some funds and it's always a battle to get the info. A Janus Henderson fund has paid out a dividend that I wasn't expecting until next month but I can't find why it's changed or any announcements about the rate. I did have it linked to a website that did provide that sort of info but the details are not there currently.

The spreadsheet give me a heads up when to check what has been announced and dates can change.

I've obviously made a mistake reading the Janus Henderson fund as the HEFL dividend that I was expecting is also from Henderson. Clarified when on the PC instead of a phone app.

Well that's my excuse

[james188]

Just to add that the Investegate site has a useful alert feature, so that you can receive notifications when companies that you select issue dividend and other notifications.

On the subject of financial calendars, I wish that all companies included them in the Investor Relations section of their websites. We all know that the dates are simply indicative and may change, but it is useful to have a basic idea of what is provisionally planned. The likes of the Albion and Baronsmead VCTs provide indicative dates, but the Mobeus VCTs do not - at least, yet. I made this point to them fairly recently.

[UncleEbenezer]

Just to add that the Investegate site has a useful alert feature, so that you can receive notifications when companies that you select issue dividend and other notifications.

Have they reinstated the feed, or do you just mean email notifications?

On the subject of financial calendars, I wish that all companies included them in the Investor Relations section of their websites. We all know that the dates are simply indicative and may change, but it is useful to have a basic idea of what is provisionally planned. The likes of the Albion and Baronsmead VCTs provide indicative dates, but the Mobeus VCTs do not - at least, yet. I made this point to them fairly recently.

Albion and Baronsmead usually pay two dividends a year in specific months. Mobeus dividend timetables vary quite a lot more.

[james188]

Uncle E,

Just e-mail notifications. As to Mobeus, my question is whether there will be any changes post the recent mergers.

[james188]

Well, we have a partial answer today for MIG, which has just declared a 2p interim dividend.

[james188]

Ditto Income & Growth at 2.5p. It looks as if the two Mobeus VCTs will declare future dividends on the same date. That makes sense as the two portfolios are quite similar, albeit not identical.

[formoverfunction]

https://www.dividenddata.co.uk/

&

https://www.lse.co.uk/share-prices/financial-diary.html


I also have simple text document that covers 12 months, I add new dates fron RNS and just refer back to the previous year for a broad idea of what to expect each month.

The LSE page also offers broad daily stuff, including Economic (Government) releases. I have a quick look at it every morning for an idea of what to expect. If I am expecting a div, but don't know when it's happening I use dividentdata as my first place. Occasionaly they will throttle traffic, on those days I use the page via Startpage's proxy.