The UK Dividend Investing Checklist
A practical, step-by-step guide to help you filter out low-quality companies, avoid dividend traps and build a durable, income-producing portfolio
A 25-Point System For Picking Quality Dividend Stocks
If you want a rising income from UK dividend stocks without gambling on story stocks or chasing yield, you need a systematic process.
This 22-page Company Review Checklist walks you through the five-step framework I use to screen, analyse and value potential investments. It’s designed to help you quickly rule out weak companies and focus on durable, high-yield dividend payers.
In this free checklist you’ll learn how to:
- Build a diversified portfolio with position sizing rules that control risk
- Quickly assess a company’s financial track record over 10–20 years
- Identify durable competitive advantages such as market dominance, strong brands and switching costs
- Judge whether a company’s growth prospects are real or wishful thinking
- Decide if the valuation is attractive, using dividend yield and an estimate of fair value
After reading this checklist, you’ll have a repeatable process for answering the question:Â
“Is this dividend stock good enough, and cheap enough, to own for at least five years?”
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This website provides information, education and tools for investors. It does not provide financial advice or recommendations to buy or sell any specific investment.
An investment's income and capital can go down as well as up, especially over short periods. Over longer time horizons (5+ years), investing has historically offered better protection against inflation than cash.
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.