Free Resources for Dividend Investors
A collection of useful guides, checklists and spreadsheets for UK dividend investors
The resources on this page will give you a detailed overview of my dividend investing strategy and the tools I use to apply it in the real world.
They explain how I:
- Assess a company's quality and defensiveness
- Estimate fair value using discounted dividend models
- Calculate target buy and sell prices
- Calculate target position sizes
- Diversify across companies, industries and countries
Introductory Guides
Dividend Investing Guide
This is a PDF version of my dividend investing strategy article, which provides a high-level overview of my investment strategy with links to further articles on specific topics:
- Dividend Investing Guide (PDF)
Dividend Investing Checklist
This is the checklist I use to analyse and value companies.
It's made up of a series of questions that assess the quality, defensiveness and value of a company:
UK Dividend Stocks Newsletter Owner's Manual
This "owner's manual" will help you understand the various aspects of investing that go beyond stock picking, such as reviewing and rebalancing existing holdings or measuring the overall stock market's valuation:
Advanced Tools
Company Review Checklist
If you want to try your hand at applying my investment strategy yourself, you can make a copy of this template and use it when you next analyse a company:
- Company Review Checklist (Google Doc)
Company Review Spreadsheet
This is the spreadsheet I use to analyse income statements, balance sheets and other financial data.
If you'd like to use it, you can make a copy, enter the relevant financial data, and the spreadsheet will calculate a range of critical metrics and an initial fair value estimate:
- Company Review Spreadsheet (Google Sheet)
This website provides information and education for investors. It does not provide financial advice. 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 detail.