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

Article up to date on January 2nd, 2024 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 could 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 possibly can entry the database under:

The January-paying dividend shares record obtainable for obtain above incorporates the next metrics for every inventory:

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

Preserve studying this text to be taught extra about utilizing the January-paying dividend shares record to enhance your investing outcomes.

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

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

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

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

With this in thoughts, this tutorial will show how you need to use the Excel record obtainable for obtain above to seek out high-quality shares that pay dividends within the month of January.

Extra particularly, we’ll present you the way to apply two screens. The primary display screen 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 Under $20 Billion

Step 1: Obtain the January-paying dividend shares record by clicking right here. Apply Excel’s filter perform 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 “Higher Than” and enter 0.02 into the sector beside it. Since dividend yield is measured as a p.c, this may 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 “Higher Than” and enter 20000 into the sector 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 screen that we’ll show 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 Under 20 and Dividend Yields Above 3%

Step 1: Obtain the January-paying dividend shares record by clicking right here. Apply Excel’s filter perform 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 sector beside it, as proven under. It will 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 “Higher Than” and enter 0.03 into the sector beside it, as proven under. It will filter for shares that pay dividends in January with dividend yields above 3%.

You now have a strong, elementary understanding of the way to use the January-paying dividend shares record to seek out funding concepts.

The rest of this text will talk about 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 incorporates the identify, tickers, and monetary info for all shares that pay dividends in January is helpful – but it surely turns into way more helpful when mixed with different databases for the opposite months of the calendar 12 months.

You possibly can entry our different calendar month databases under:

If you’re all for 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 will probably be helpful:

Alternatively, you could be seeking to put money into shares from a sure sector of the inventory market (as an alternative of shares that pay dividends throughout a selected calendar month). If so, the next Certain Dividend databases are glorious assets:

The main home inventory market indices are one other strong 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 on your analysis functions:

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