Every Stock That Pays Dividends In January [Free Excel Download]

Article up to date on January 2nd, 2024 by Bob Ciura

Spreadsheet information up to date day by day

One of many distinctive challenges that retirees face is creating an funding portfolio that creates a roughly equal quantity of dividend earnings every month.

This problem might be overcome by selectively investing related quantities in securities that pay dividends in every calendar month.

With that in thoughts, Certain Dividend has created a database of shares that pay dividends in January. You may entry the database under:

The January-paying dividend shares listing obtainable for obtain above accommodates the next metrics for every inventory:

Title
Ticker
Inventory value
Dividend yield
Market capitalization
P/E Ratio
Payout Ratio
Beta

Preserve studying this text to be taught extra about utilizing the January-paying dividend shares listing to enhance your investing outcomes.

Be aware: Constituents for the spreadsheet and desk above are from the Wilshire 5000 index, with information supplied by Ycharts and up to date yearly.  Securities outdoors the Wilshire 5000 index usually are not included within the spreadsheet and desk.

How To Use The January Dividend Shares Checklist To Discover Funding Concepts

Having a spreadsheet database that accommodates the names, tickers, and monetary data of each inventory that pays dividends in January might be extraordinarily helpful.

This doc turns into much more highly effective when mixed with a basic data of the right way to use Microsoft Excel to determine particular person funding alternatives.

With this in thoughts, this tutorial will exhibit how you should use the Excel listing obtainable for obtain above to seek out high-quality shares that pay dividends within the month of January.

Extra particularly, we’ll present you the right way to apply two screens. The primary display screen is to seek out blue-chip shares with dividend yields above 2% and market capitalizations above $20 billion.

Display screen 1: Dividend Yields Above 2% and Market Capitalizations Beneath $20 Billion

Step 1: Obtain the January-paying dividend shares listing by clicking right here. Apply Excel’s filter operate to each column within the spreadsheet.

Step 2: Click on the filter icon on the prime of the dividend yield column, as proven under.

Step 3: Change the filter setting to “Better Than” and enter 0.02 into the sphere beside it. Since dividend yield is measured as a %, this may filter for January-paying dividend shares with yields above 2%.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Subsequent, click on the filter icon on the prime of the market capitalization column, as proven under.

Step 5: Change the filter setting to “Better Than” and enter 20000 into the sphere beside it. Since market capitalizations is measured in hundreds of thousands on this doc, that is equal to filtering for January-paying dividend shares with market capitalizations above $20 billion.

The remaining shares on this spreadsheet are shares that pay dividends in January which have dividend yields above 2% and market capitalizations above $20 billion.

The subsequent display screen that we’ll exhibit excludes overvalued shares by screening for January dividend shares with price-to-earnings ratios under 20 and dividend yields above 3%.

Display screen 2: Worth-to-Earnings Ratios Beneath 20 and Dividend Yields Above 3%

Step 1: Obtain the January-paying dividend shares listing by clicking right here. Apply Excel’s filter operate to each column within the spreadsheet.

Step 2: Click on the filter icon on the prime of the price-to-earnings ratio column, as proven under.

Step 3: Change the filter setting to “Much less Than” and enter 20 into the sphere beside it, as proven under. This can filter for shares that pay dividends in January with price-to-earnings ratios lower than 20.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Subsequent, click on the filter icon on the prime of the dividend yield column, as proven under.

Step 5: Change the filter setting to “Better Than” and enter 0.03 into the sphere beside it, as proven under. This can filter for shares that pay dividends in January with dividend yields above 3%.

You now have a stable, basic understanding of the right way to use the January-paying dividend shares listing to seek out funding concepts.

The rest of this text will focus on different helpful investing assets that may help you alongside your journey on the planet of fairness investing.

Different Helpful Investing Databases

Having an Excel doc that accommodates the identify, tickers, and monetary data for all shares that pay dividends in January is beneficial – however it turns into much more helpful when mixed with different databases for the opposite months of the calendar yr.

You may entry our different calendar month databases under:

In case you are all in favour of discovering high-quality dividend progress shares appropriate for long-term funding however don’t essentially want these firms to pay dividends in January, the next Certain Dividend databases can be helpful:

Alternatively, it’s possible you’ll be trying to put money into shares from a sure sector of the inventory market (as a substitute of shares that pay dividends throughout a selected calendar month). If that is so, the next Certain Dividend databases are wonderful assets:

The foremost home inventory market indices are one other stable useful resource for locating funding concepts. Certain Dividend compiles the next inventory market databases and updates them month-to-month:

You might also want to discover worldwide inventory markets for extra distinctive funding concepts. Certain Dividend maintains the next databases of worldwide shares on your analysis functions:

A final useful resource to seek out investing concepts (and find out about investing normally) is by learning the portfolios and techniques of the world’s greatest buyers. With that in thoughts, it’s possible you’ll discover the next articles to be helpful: