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How to Use the Position Sizer Tool to Size Your Dividend Trades Like A Pro

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Stop playing guessing games with your trade size. This free tool does the math — so you don’t have to.


⚙️ What the Position Sizer Tool Is (And Why It Matters)

Ever found yourself asking,


“How many shares should I buy right now?”


That’s not a rhetorical question. It’s a strategy killer if you get it wrong.

Welcome to the Dividend Capture Pro Position Sizer Tool — your no-B.S. trading calculator that takes the guesswork out of every trade.

The Dividend Capture Pro Position Sizer is a dead-simple Excel dashboard that takes just three core inputs:

  • ✅ Your account value

  • ✅ Your target allocation

  • ✅ The current stock price and share balance

…and instantly tells you:

  • How many shares to buy or sell

  • Whether you’re overweight

  • How to fix it — down to the share


Why You Should Use It

Let’s say you’ve got $100,000 in your account and want to keep any single trade below 5%. That’s a $5,000 cap.

If a stock’s trading at $18.75, the Position Sizer calculates:

  • How many shares you can buy

  • ⚖️ Whether you’re already overweight

  • If you need to sell to rebalance

It’s like having a portfolio co-pilot whisper the exact move into your ear every time.


What You’ll See Inside

Here’s what you enter:

FieldWhat You Do
Account Market ValueEnter your total account balance
Target Allocation (%)Your max position size (as a decimal — 0.10 = 10%)
SymbolStock ticker (e.g., AGNC)
Live PriceEnter current stock price
Current SharesHow many you currently hold

And here’s what it spits out (like magic):

✅ Target Dollar Allocation
✅ Target Share Count
✅ Buy or Sell
✅ Exact Share Quantity

Boom. Balanced like a Zen master on a dividend bender.


️ How to Make It Yours (Without Breaking It)

You don’t need to know Excel. You just need to know where to click.

  • Open the spreadsheet

  • Fill in the yellow boxes

  • Read the result

  • Execute like a boss

You can duplicate it for each account or reuse it daily. It’s bulletproof.

❗️Important: This is a branded, copyright-protected tool. Don’t alter or redistribute it. Use it personally and responsibly, Yield Raider.


️ Bob’s Take

“I don’t have time to second-guess every trade. This tool tells me exactly how many shares I need — and keeps me from overexposing myself to a single position. Especially helpful since I’m running multiple IRA accounts for me and Lisa.”


Ready to Trade Smarter? How to Get the Tool

If you’ve gotten value from the book, this is your next step.

Here’s how to get your tool:

  1. ✅ Leave an honest Amazon review for Get 20% Returns with Dividend Capture

  2. ✅ Screenshot your posted review

  3. ✅ Email it to: contact@dividendcapturepro.com
    Subject line: “Position Sizer Tool”

You’ll receive the same exact file Bob uses — fast, simple, no gimmicks.


⚡ Bonus Tip: Pair It with the Trade Log

After you size your position, log it in the Dividend Capture Pro Trade Log — it tracks:

  • Ex-dividend dates

  • Dividends received

  • ⏱️ Recovery times

  • Profit or loss

Because Yield Raiders don’t “guess and hope.”
We track, tweak, and repeat.


Ready to earn more — with discipline?

  • Read the book

  • Leave a review

  • Get the tool

  • Trade like a pro

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    Disclosure: We may earn from qualifying purchases. Details
    here.

    Bob Wayne

    Bob Wayne is a semi-retired investor and writer with a background in techncal communication and creative writing. He’s obsessed with making smart money strategies simple, repeatable, and real-life usable – especially for people who don’t want to live inside a trading terminal.

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