Each Inventory That Pays Dividends In January [Free Excel Download]

Article up to date on January 4th, 2022 by Bob Ciura

Spreadsheet information up to date day by day

One of many distinctive challenges that retirees face is creating an funding portfolio that creates a roughly equal quantity of dividend revenue every month.

This problem may be overcome by selectively investing related quantities in securities that pay dividends in every calendar month.

With that in thoughts, Certain Dividend has created a database of shares that pay dividends in January. You may entry the database under:

 

The January-paying dividend shares checklist out there for obtain above comprises the next metrics for every inventory:

• Identify
• Ticker
• Inventory value
• Dividend yield
• Market capitalization
• P/E Ratio
• Payout Ratio
• Beta

Hold studying this text to study extra about utilizing the January-paying dividend shares checklist to enhance your investing outcomes.

Observe: Constituents for the spreadsheet and desk above are from the Wilshire 5000 index, with information offered by Ycharts and up to date yearly.  Securities outdoors the Wilshire 5000 index will not be included within the spreadsheet and desk.

How To Use The January Dividend Shares Checklist To Discover Funding Concepts

Having a spreadsheet database that comprises the names, tickers, and monetary data of each inventory that pays dividends in January may be extraordinarily helpful.

This doc turns into much more highly effective when mixed with a basic information of learn how to use Microsoft Excel to determine particular person funding alternatives.

With this in thoughts, this tutorial will exhibit how you should utilize the Excel checklist out there for obtain above to seek out high-quality shares that pay dividends within the month of January.

Extra particularly, we’ll present you learn how to apply two screens. The primary display is to seek out blue-chip shares with dividend yields above 2% and market capitalizations above $20 billion.

Display 1: Dividend Yields Above 2% and Market Capitalizations Beneath $20 Billion

Step 1: Obtain the January-paying dividend shares checklist by clicking right here. Apply Excel’s filter operate to each column within the spreadsheet.

Step 2: Click on the filter icon on the high of the dividend yield column, as proven under.

Step 3: Change the filter setting to “Larger Than” and enter 0.02 into the sphere beside it. Since dividend yield is measured as a p.c, this can filter for January-paying dividend shares with yields above 2%.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Subsequent, click on the filter icon on the high of the market capitalization column, as proven under.

Step 5: Change the filter setting to “Larger Than” and enter 20000 into the sphere beside it. Since market capitalizations is measured in hundreds of thousands on this doc, that is equal to filtering for January-paying dividend shares with market capitalizations above $20 billion.

The remaining shares on this spreadsheet are shares that pay dividends in January which have dividend yields above 2% and market capitalizations above $20 billion.

The subsequent display that we’ll exhibit excludes overvalued shares by screening for January dividend shares with price-to-earnings ratios under 20 and dividend yields above 3%.

Display 2: Worth-to-Earnings Ratios Beneath 20 and Dividend Yields Above 3%

Step 1: Obtain the January-paying dividend shares checklist by clicking right here. Apply Excel’s filter operate to each column within the spreadsheet.

Step 2: Click on the filter icon on the high of the price-to-earnings ratio column, as proven under.

Step 3: Change the filter setting to “Much less Than” and enter 20 into the sphere beside it, as proven under. This may filter for shares that pay dividends in January with price-to-earnings ratios lower than 20.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Subsequent, click on the filter icon on the high of the dividend yield column, as proven under.

Step 5: Change the filter setting to “Larger Than” and enter 0.03 into the sphere beside it, as proven under. This may filter for shares that pay dividends in January with dividend yields above 3%.

You now have a stable, basic understanding of learn how to use the January-paying dividend shares checklist to seek out funding concepts.

The rest of this text will focus on different helpful investing assets that may help you alongside your journey on the planet of fairness investing.

Different Helpful Investing Databases

Having an Excel doc that comprises the title, tickers, and monetary data for all shares that pay dividends in January is beneficial – nevertheless it turns into much more helpful when mixed with different databases for the opposite months of the calendar yr.

You may entry our different calendar month databases under:

In case you are inquisitive about discovering high-quality dividend progress shares appropriate for long-term funding however don’t essentially want these corporations to pay dividends in January, the next Certain Dividend databases can be helpful:

Alternatively, it’s possible you’ll be seeking to spend money on shares from a sure sector of the inventory market (as a substitute of shares that pay dividends throughout a selected calendar month). If that is so, the next Certain Dividend databases are glorious assets:

The foremost home inventory market indices are one other stable useful resource for locating funding concepts. Certain Dividend compiles the next inventory market databases and updates them month-to-month:

You might also want to discover worldwide inventory markets for extra distinctive funding concepts. Certain Dividend maintains the next databases of worldwide shares to your analysis functions:

A final useful resource to seek out investing concepts (and study investing usually) is by finding out the portfolios and techniques of the world’s greatest buyers. With that in thoughts, it’s possible you’ll discover the next articles to be helpful: