Free Checklist for UK Dividend Investors
A free investment checklist and spreadsheet for building a high-yield dividend portfolio
I like to be methodical and systematic with my investments, so I always use a checklist and spreadsheet to analyse companies.
This keeps my process consistent, it forces me to tick every box every time and it makes it easier to improve my investment process as lessons are learned from experience in the real world.
The checklist and spreadsheet have been in development for more than a decade and incorporate many of the real-world lessons I've learned over many years. Feel free to read them, use them, download them or print them as you see fit.
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:
- Dividend Investing Checklist (Google Doc)
Dividend Investing 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:
- Dividend Investing 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.