Free Resources for UK Dividend Investors
An investing checklist and spreadsheet for serious dividend investors
When I'm investing, I like to be methodical and systematic, so I always analyse companies using a checklist and a spreadsheet.
This keeps my process consistent, it forces me to tick every box every time, and it makes it easier to improve the investment process as lessons are learned from experience in the real world.
I have developed these tools over many years and I'm happy to share them with you below.
One Page Summary
A concise summary of my investment strategy on a single page:
Dividend Investing Checklist
I use this checklist to assess the quality and value of individual stocks. The checklist is a Google Doc, which means you can make a copy and edit it online, or download it as a Word document, a PDF or one of several other formats:
- Company Review Checklist (Google Doc)
Company Review Spreadsheet
I use this spreadsheet (to analyse financial statements, calculate key financial ratios and develop discounted dividend models.
This is a Google Sheet, so you can make a copy, enter the relevant financial data and the spreadsheet will crunch the numbers for you. Alternatively, you can download it as an MS Excel spreadsheet, although some formatting and functions might not work correctly:
- Company Review Spreadsheet (Google Sheet)
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.