Free Resources for UK Dividend Investors
Learn more about defensive dividend investing with these free resources
Investing might not be rocket science, but it does involve quite a few steps and a fair amount of number crunching, and one of the best ways to organise and systemise this aspect of investing is with checklists and spreadsheets.
So, if you're interested in analysing companies yourself, or if you'd like to gain a better understanding of how companies are analysed for the UK Dividend Stocks Blog or Newsletter, feel free to read through and use the free resources below.
You can find out more about this investment strategy in the book, The Defensive Value Investor.
Dividend Investing Checklist (printable version)
This checklist is used to analyse and value companies for the UK Dividend Stocks Blog and Newsletter.
It's made up of a series of questions that assess the quality, defensiveness and value of a company:
Dividend Investing Checklist (editable version)
This Google Doc version of the checklist allows you to make and edit your own copy online or download it as either a Word document or one of a variety of other popular formats:
- Company Review Checklist (Google Doc)
Company Review Spreadsheet
This spreadsheet is used 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:
- Company Review Spreadsheet (Google Sheet)
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