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

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

Spreadsheet knowledge up to date every day

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

This problem will be overcome by selectively investing comparable 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’ll be able to entry the database beneath:

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

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

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

Word: Constituents for the spreadsheet and desk above are from the Wilshire 5000 index, with knowledge supplied by Ycharts and up to date yearly.  Securities outdoors the Wilshire 5000 index should not included within the spreadsheet and desk.

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

Having a spreadsheet database that accommodates the names, tickers, and monetary info of each inventory that pays dividends in January will be extraordinarily helpful.

This doc turns into much more highly effective when mixed with a basic data of the right way to use Microsoft Excel to determine particular person funding alternatives.

With this in thoughts, this tutorial will show how you need to use 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 the right way 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 screen 1: Dividend Yields Above 2% and Market Capitalizations Beneath $20 Billion

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

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

Step 3: Change the filter setting to “Better Than” and enter 0.02 into the sphere beside it. Since dividend yield is measured as a p.c, it will 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 prime of the market capitalization column, as proven beneath.

Step 5: Change the filter setting to “Better Than” and enter 20000 into the sphere beside it. Since market capitalizations is measured in tens of millions 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 following display that we’ll show excludes overvalued shares by screening for January dividend shares with price-to-earnings ratios beneath 20 and dividend yields above 3%.

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

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

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

Step 3: Change the filter setting to “Much less Than” and enter 20 into the sphere beside it, as proven beneath. 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 prime of the dividend yield column, as proven beneath.

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

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

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

Different Helpful Investing Databases

Having an Excel doc that accommodates the title, tickers, and monetary info for all shares that pay dividends in January is beneficial – however it turns into much more helpful when mixed with different databases for the opposite months of the calendar 12 months.

You’ll be able to entry our different calendar month databases beneath:

If you’re fascinated with 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, you could 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 specific calendar month). If that is so, the next Certain Dividend databases are wonderful sources:

The main 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 international stocks in your analysis functions:

A final useful resource to seek out investing concepts (and find out about investing usually) is by finding out the portfolios and methods of the world’s finest buyers. With that in thoughts, you could discover the next articles to be helpful: