Free Resources for UK Dividend Investors

Learn more about investing in UK dividend stocks with these free resources

If you'd like to gain a better understanding of how I analyse companies and manage the UK Dividend Stocks Portfolio, feel free to read through and use the free resources below.

Alternatively, you can find out more about my investment strategy in my book, The Defensive Value Investor.

One Page Strategy Guide

If you want a concise summary of my investment strategy, here it is, on a single page:


Owner's Manual

Following the format of the UK Dividend Stocks Newsletter, this manual will give you a detailed overview of how I manage the UK Dividend Stocks Portfolio for long-term income and growth:


Dividend Investing Checklist

This is the checklist I use to decide which companies to invest in. It's a Google Doc, so you can make and edit your own copy online or download it as a Word document, a PDF or one of several other formats:

Company Review Spreadsheet

This is the spreadsheet I use to analyse financial statements, calculate key financial ratios and develop discounted dividend models.

If you'd like to use it, just make a copy, enter the relevant financial data and the spreadsheet will crunch the numbers for you:

This website provides information, education and tools for investors. It does not provide financial advice or recommendations to buy or sell any specific investment. If you're not sure if an investment is right for you, you should speak to a regulated financial adviser. Please read the disclaimer for more details.