Article up to date on January 1st, 2025 by Bob Ciura
Spreadsheet knowledge up to date each day
One of many distinctive challenges that retirees face is creating an funding portfolio that creates a roughly equal quantity of dividend revenue every month.
This problem might be overcome by selectively investing comparable quantities in securities that pay dividends in every calendar month.
With that in thoughts, Positive Dividend has created a database of shares that pay dividends in January. You possibly can entry the database beneath:
The January-paying dividend shares listing out there for obtain above comprises the next metrics for every inventory:
- Identify
- Ticker
- Inventory value
- Dividend yield
- Market capitalization
- P/E Ratio
- Payout Ratio
- Beta
Maintain studying this text to study extra about utilizing the January-paying dividend shares listing to enhance your investing outcomes.
Observe: Constituents for the spreadsheet and desk above are from the Wilshire 5000 index, with knowledge supplied by Ycharts and up to date yearly. Securities exterior the Wilshire 5000 index are usually not included within the spreadsheet and desk.
How To Use The January Dividend Shares Checklist To Discover Funding Concepts
Having a spreadsheet database that comprises the names, tickers, and monetary info of each inventory that pays dividends in January might be extraordinarily helpful.
This doc turns into much more highly effective when mixed with a elementary data of the right way to use Microsoft Excel to determine particular person funding alternatives.
With this in thoughts, this tutorial will show how you should use the Excel listing out there for obtain above to search 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 is to search 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 Under $20 Billion
Step 1: Obtain the January-paying dividend shares listing by clicking right here. Apply Excel’s filter perform to each column within the spreadsheet.
Step 2: Click on the filter icon on the high of the dividend yield column, as proven beneath.
Step 3: Change the filter setting to “Better Than” and enter 0.02 into the sector beside it. Since dividend yield is measured as a %, it will 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 high of the market capitalization column, as proven beneath.
Step 5: Change the filter setting to “Better Than” and enter 20000 into the sector beside it. Since market capitalizations is measured in thousands and 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 that we’ll show excludes overvalued shares by screening for January dividend shares with price-to-earnings ratios beneath 20 and dividend yields above 3%.
Display screen 2: Value-to-Earnings Ratios Under 20 and Dividend Yields Above 3%
Step 1: Obtain the January-paying dividend shares listing by clicking right here. Apply Excel’s filter perform to each column within the spreadsheet.
Step 2: Click on the filter icon on the high of the price-to-earnings ratio column, as proven beneath.
Step 3: Change the filter setting to “Much less Than” and enter 20 into the sector beside it, as proven beneath. It will 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 high of the dividend yield column, as proven beneath.
Step 5: Change the filter setting to “Better Than” and enter 0.03 into the sector beside it, as proven beneath. It will filter for shares that pay dividends in January with dividend yields above 3%.
You now have a strong, elementary understanding of the right way to use the January-paying dividend shares listing to search out funding concepts.
The rest of this text will talk about 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 comprises the title, tickers, and monetary info for all shares that pay dividends in January is helpful – nevertheless it turns into much more helpful when mixed with different databases for the opposite months of the calendar 12 months.
You possibly can entry our different calendar month databases beneath:
If you’re curious about discovering high-quality dividend development shares appropriate for long-term funding however don’t essentially want these corporations to pay dividends in January, the next Positive Dividend databases can be helpful:
Alternatively, chances are you’ll be seeking to put money into shares from a sure sector of the inventory market (as an alternative of shares that pay dividends throughout a selected calendar month). If so, the next Positive Dividend databases are wonderful assets:
The key home inventory market indices are one other strong useful resource for locating funding concepts. Positive 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. Positive Dividend maintains the next databases of worldwide shares to your analysis functions:
A final useful resource to search out investing concepts (and find out about investing basically) is by learning the portfolios and techniques of the world’s greatest buyers. With that in thoughts, chances are you’ll discover the next articles to be helpful:
Thanks for studying this text. Please ship any suggestions, corrections, or inquiries to assist@suredividend.com.