Monthly Dividend Plan

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The Largest Producer of Online Stock Market Research

The Monthly Dividend Plan Worksheet . . .

Step 1

Select the Monthly Dividend Plan you wish to start with . . .

a. Level 1 =  Calamos Dynamic Convertible Fund - CCD

b. Level 2 = Calamos Gloval Dynamic Income Fund - CHE  +  Clough Global Opportunities Fund - GLO

c. Level 3 = Clough Global Equity Fund - GLQ  +  Cornerston Strategic Value Fund - CLM

+

Guggenheim Strategic Opportunities Fund - GOF

d. Or you can select your own Monthly Payment ETFs

Step 2

Print this worksheet, fill in the ETF information that you bought at the top and then enter the amount of the distributions you receive each month.

INSTRUCTIONS : Fill in the data for each ETF you purchase using the "Slices" tool here :

ETF 1

ETF Symbol :

Buy Date :

Buy Price :

$ Buy Amount :

"Slice" Share Fraction Bot

Examples :

CCD

6/16/2021

$8.56

$5.00

. 584

ETF 2

ETF Symbol :

Buy Date :

Buy Price :

$ Buy Amount :

"Slice" Share Fraction Bot

ETF 3

ETF Symbol :

Buy Date :

Buy Price :

$ Buy Amount :

"Slice" Share Fraction Bot

INSTRUCTIONS : Fill in the $ Amount of each Distribution for each ETF bot for each month  here :

Month :

ETF - >

TOTALS :

Jan

Enter the $ Amounts of each Distribution for each ETF you bot for each Month Here

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

TOTALS - >

INSTRUCTIONS : We now need to calculate the Yield or Rate of Return you are earning on your original Investment from the monthly Distributions from each ETF you bot.

As example, if ETF No.1 paid a monthly Distribution of $.04 on your fraction "Slice" of a share, the total for 12 months would be $.48 in distributions. $.48 divided by the original investment of $5, would be an annual Rate of Return of 9.60%.

Remember : ETFs like "CCD" fluctuate in price every day that the stock market is open just like stocks. This means if you decide to sell your fraction "Slice" of the ETF, the price could be LOWER than the price you paid for it. This would result in a loss on the principal amount which you could deduct from all the Monthly Distributions you have received up to the date you sell the ETF. Or you could hold the ETF as long as you wish to receive the Monthly Distributions. All  Monthly Payment ETFs make Distributions from the income and capital gains obtained from the stocks and bonds held in the ETF.  That income and capital gains can and will fluctuate which means it is recommended to find Monthly Payment ETFs that have a steady history of monthly distributions.

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