Gold and Silver ETFs – Excel Spreadsheet
A spreadsheet of gold and silver ETFs and inverse ETFs, compiled on 2/17/13. Column information includes symbol, fund name, ETF objective, leverage, and more. Please note, information in this spreadsheet may have varied since its completion. Please be aware of risks associated with leveraged and inverse ETFs before investing. An explanation of these risks can be found here.
100 Cornerstone Value and 100 Cornerstone Growth Stocks – Excel Spreadsheet
A spreadsheet of 100 Cornerstone Value and 100 Cornerstone Growth Stocks, compiled on 12/1/12. Cornerstone Value and Cornerstone Growth strategies are based on James P. O’Shaughnessy’s book, What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time.
CEFs with 8%+ Distribution and Discount to NAV
A spreadsheet of 138 CEFs, compiled on 11/16/12 after a major CEF market sell-off. Funds included in this list have distribution rates over 8% and are selling at a discount to NAV. Column information includes symbol, name, distribution rate and frequency, fund strategy, and more. Please note, information in this spreadsheet may have varied since its completion.
High Yield Monthly Distributing CEFs
A spreadsheet, compiled on 9/7/12, with 121 high yielding CEFs (closed-end funds) that pay distributions monthly. Distribution rates range from 7% to 19%. Column information includes symbol, name, distribution rate, 52-week average premium/discount, fund strategy, and market cap. Please note, information in this spreadsheet may have varied since its completion.
Trading Log Spreadsheet
A spreadsheet used for keeping a detailed trading log. The first tab in the spreadsheet is a full trading log with all formulas in place as well as sample data. The second tab is a monthly and quarterly profit and loss sheet with all formulas in place as well as sample data. View a video tutorial on how to use this spreadsheet here.
Inverse ETFs Spreadsheet
A spreadsheet with over 150 inverse ETFs (exchange traded funds), compiled on June 5, 2012. This list includes inverse Alternative, Bond, Commodity, Currency, Equity, Multi-Asset, and Real Estate ETFs. Column information includes asset class, tracked index, symbol, name, leverage, relative fund, and average volume.
Monthly Dividend Payers
A list of 69 equities that distribute dividends on a monthly basis, with dividends ranging from 1% to 22%. This list was compiled for an article written by Michael Lee on January 4, 2012. Column information includes symbol, company name, and dividend yield. Please note, dividend yields stated in this spreadsheet may have varied since its completion.
