Each Inventory That Pays Dividends In January [Free Excel Download]

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 may be overcome by selectively investing comparable 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’ll be able to entry the database under:

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

Identify
Ticker
Inventory worth
Dividend yield
Market capitalization
P/E Ratio
Payout Ratio
Beta

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

Notice: 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 should 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 may be extraordinarily helpful.

This doc turns into much more highly effective when mixed with a elementary data of how you can use Microsoft Excel to establish particular person funding alternatives.

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

Extra particularly, we’ll present you how you can apply two screens. The primary display 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 Under $20 Billion

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

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

Step 3: Change the filter setting to “Higher 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 under.

Step 5: Change the filter setting to “Higher 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 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 Under 20 and Dividend Yields Above 3%

Step 1: Obtain the January-paying dividend shares checklist by clicking right here. Apply Excel’s filter operate 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 under.

Step 3: Change the filter setting to “Much less Than” and enter 20 into the sector 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 high of the dividend yield column, as proven under.

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

You now have a strong, elementary understanding of how you can use the January-paying dividend shares checklist to seek out funding concepts.

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

Different Helpful Investing Databases

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

You’ll be able to entry our different calendar month databases under:

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

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

The most important home inventory market indices are one other strong 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 to your analysis functions:

A final useful resource to seek out investing concepts (and study investing generally) is by finding out the portfolios and methods of the world’s finest traders. With that in thoughts, it’s possible you’ll discover the next articles to be helpful: