Dividend Investing Checklist
A FREE investment checklist for UK dividend investors
Most investors should be methodical and systematic with their investments, and that's where investment checklists can be extremely useful.
Checklists keep the investment process consistent, they help you apply every check every time and they make it easier to improve the investment process over time, as lessons are learned from experience in the real world.
FREE Company Review Checklist
This is the checklist I use to make buy, sell or hold decisions for the UK Dividend Stocks Portfolio each month.
Its 20+ pages cover a few dozen "rules of thumb" that replace guesswork and uncertainty with a stable, repeatable and improvable investment process.
READ THE CHECKLISTYou can also use the associated Company Review Spreadsheet if you'd like to see how the number crunching works, or if you'd like to have a go at crunching a company's numbers yourself.
The spreadsheet is an un-editable Google Sheets template, so you'll have to download it as an MS Excel file first, or make a copy in your own Google account.
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.