GLOSSARY

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Portfolio Metrics

IN PLAIN ENGLISH

How many dated things are coming up across your holdings — dividend dates, earnings and other scheduled events — over the next month.

FULL DEFINITION

The count of calendar events falling within the next thirty days.

EXAMPLE

Two ex-dividend dates and one earnings date in the next thirty days shows 3.

HOW IT'S CALCULATED

Counts every event in your calendar dated from today up to thirty days ahead, across all holdings. It is a count of events, not a monetary total.

Educational content only. It is not personal financial advice.