How to Use the Retirement Cash Calendar
Hi, Marc Lichtenfeld here… welcome back to The Infinite Income Master Plan video series.
In the third installment of my four-part series, I’m going to show you how anyone can use the Retirement Cash Calendar to track the exact date of every payout coming in The Oxford Income Letter portfolios.
The stocks and bonds in our portfolio average one payout every single week!
Now, most of my recommendations issue quarterly payouts. But there are a handful that pay dividends every month. And we track them all!
As you add my recommendations to your portfolio and it grows, you’ll need a simple way to keep track of key payout dates. That’s where our interactive Retirement Cash Calendar comes in handy.
In this video, I’m going to show you, step by step, how the Retirement Cash Calendar works. That way, you can get the absolute most profit potential out of each and every trade you make.
The Retirement Cash Calendar is an invaluable tool for tracking the three dates you need to know so you can cash in on big income payouts.
These are ex-dividend dates, dividend payout dates for your stocks and coupon payment dates for your bonds.
The ex-dividend date is the date by which you need to own a stock to receive its dividend payment.
The dividend payout date is the day that the dividend payout will be issued.
And the coupon payment date is the date on which bond interest is paid to bondholders.
You’ll find the Retirement Cash Calendar in the same place you’ll find SafetyNet Pro – under the “Tools” section of The Oxford Income Letter website.
<img src=”https://oxfordclub.com/wp-content/uploads/2018/07/tool2.png” class=”img-responsive”>
See it? It’s right there above SafetyNet Pro.
Now, all you have to do is click on the Retirement Cash Calendar link and you’ll be taken directly to this invaluable tool.
Here’s a snapshot of the Retirement Cash Calendar’s monthly view:
Keep in mind, the payment amounts on the calendar represent owning 100 shares of stock or 10 bonds. The dividend and bond payments you actually receive may be more or less than the amounts you see on the calendar. It all depends on the number of bonds or shares you own.
It’s easy to calculate the dividend for one share of stock, though. All you have to do is divide the amount you see on the calendar by 100. If you want to calculate the interest paid on a single bond, simply divide the number you see on the calendar by 10.
If you own more than 100 shares of stock or more than 10 bonds, just multiply the per share or per bond payout by the number of bonds or shares you own to calculate your own payout amounts.
Easy enough, right? It gets even easier…
You’ll find that the payout entries on the calendar are color-coded.
Light green stands for the ex-dividend date – the day you need to own a stock in order to receive the dividend.
Dark green designates the date a dividend is paid.
And orange marks a coupon payment date. A bond’s interest is paid on that day.
I’ve designed the Retirement Cash Calendar to be as user-friendly as possible. There are three icons you’ll find just above it and on the right that give you multiple ways to view the information.
Here’s a close-up of the icons…
The Calendar-Month view will shows you a full month’s worth of payments and ex-dividend dates on a standard calendar format.
The List-Month view gives you a chronological listing of the three relevant dates from beginning to end. It includes a color-coded dot indicating the type of transaction, the company’s ticker symbol and the amount of the pending transaction.
Finally, the List-Week view shows a weekly breakdown of your expected payouts on a Monday-Friday basis. Any ex-dividend or payment dates will be listed by the day and the date they take place.
Here’s another extremely helpful feature…
If you click on any of the entries in any of the formats, you’ll get more details on the payout.
For example, if you click on Raytheon’s ticker symbol, RTN, a yellow box will appear. It will show the company’s name and ticker symbol, whether it’s a dividend payment, and the day it went ex-dividend. If it’s an ex-dividend date, you’ll get the payout date. It’ll also list which of the four Oxford Income Letter portfolios the recommendation is found in and the date the original recommendation was made.
We update the calendar each week. That way, you’ll have the most accurate and up-to-date information right at your fingertips.
The Retirement Cash Calendar will be a big help in keeping track of all of the important dates for the stocks and bonds you own. It lets you know when you’ll be paid! Use it to make sure you never miss a payout!
Now you’re ready to get started building your own income portfolio.
In the final video of my Infinite Income Masterplan series, I’ll show you how easy it is to start buying my recommendations.
Stay tuned!