The Consistent Investor™ Portfolio Tracker
Build Consistency. Track Progress. Grow Wealth.
$9.99
The Consistent Investor™ Portfolio Tracker
Track your portfolio like a professional investor.
Designed for dividend investors, ETF investors, and long-term wealth builders, this portfolio tracker helps you stay organized, measure progress, and make informed decisions.
Includes:
✔ Portfolio Holdings Tracker
✔ Dividend Income Tracker
✔ Asset Allocation Dashboard
✔ Monthly Contribution Log
✔ Annual Performance Summary
Files Included:
📊 Excel Portfolio Tracker
📘 PDF Instruction Guide
Perfect for investors following the 50/35/15™ Framework or anyone seeking greater financial clarity.
Build consistency. Track progress. Stay focused on long-term success.
Content:
Portfolio Holdings Tracker
Dividend Income Tracker
Asset Allocation Dashboard
Monthly Contribution Log
Annual Performance Summary
Excel Spreadsheet
PDF Instruction Guide
Content:
This tracker is designed for:
Dividend Investors
ETF Investors
Long-Term Stock Investors
Retirement Account Holders
50/35/15™ Club Members
Anyone seeking greater financial clarity and portfolio organization
MoveOn LLC™
Publisher of The Consistent Investor™ by Samuel F. Lilly
Consistency. Cash Flow. Growth.
Quick Links
• About
• Newsletter Archives
• 50/35/15 Club
• Financial Education
• Contact
© 2025 MoveOn LLC. All rights reserved.
The Consistent Investor™ is an educational publication and does not provide financial, legal, or tax advice.
Contact
