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

Article up to date on January 1st, 2025 by Bob Ciura

Spreadsheet information 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 earnings every month.

This problem will 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 possibly can entry the database under:

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

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

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

Observe: Constituents for the spreadsheet and desk above are from the Wilshire 5000 index, with information offered 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 Listing To Discover Funding Concepts

Having a spreadsheet database that incorporates the names, tickers, and monetary info of each inventory that pays dividends in January will be extraordinarily helpful.

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

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

Extra particularly, we’ll present you how one can apply two screens. The primary display screen 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 checklist by clicking right here. Apply Excel’s filter perform 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 “Higher Than” and enter 0.02 into the sphere beside it. Since dividend yield is measured as a p.c, 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 “Higher Than” and enter 20000 into the sphere beside it. Since market capitalizations is measured in tens of millions 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: Value-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 perform 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 “Higher 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 strong, elementary understanding of how one can use the January-paying dividend shares checklist to search out funding concepts.

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

Different Helpful Investing Databases

Having an Excel doc that incorporates the identify, 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 under:

In case you are thinking about 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 will likely be helpful:

Alternatively, chances are you’ll be seeking to spend money on shares from a sure sector of the inventory market (as an alternative 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 strong useful resource for locating funding concepts. Certain Dividend compiles the next inventory market databases and updates them month-to-month:

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

A final useful resource to search out investing concepts (and study investing basically) is by learning the portfolios and techniques of the world’s finest buyers. With that in thoughts, chances are you’ll discover the next articles to be helpful: