Presented here are some Excel models you might find useful:
D4L-PreScreen.xls from my article Pre-Screening Dividend Stocks - Part II. When done correctly, a thorough quantitative and qualitative evaluation takes a significant amount of time to complete. This model helps to determine which stocks are worthy of that level of evaluation.
Retirement-Calculator.xls (Excel) or Retirement-Calculator.ods (Open Office) from my article What Will Your Dividend Income Be When You Retire?. This model helps estimate your estimated dividend income in retirement. It also includes an inflation adjusted amount.
D4L-Inflation.xls from my article Dividend Stocks Poised To Beat Inflation. This model helps to determine which stocks will and will not beat inflation.
DFL-Calc-Asset-Allocation.xls from my article Optimizing Your Asset Allocation. The most important decision a investors makes is determining their asset allocation. This model will help you do that and model it over time.
DFL-Portfolio.xls is a subset of my Portfolio tab contained within one of my two financial spreadsheets. It illustrates several basic concepts as noted in these articles:
- IRR as an investment metric, presented in The Winning Score - Part 2 of 2
- Yield On Cost as an investment metric, presented in Tracking Yield On Cost
10-Year-Inv-Calc.xls from my article Reaching Your 10-Year Investing Goal. A useful model to help you calculate and set a 10 year goal. The model is flexible and allows you to vary and experiment with most of the inputs.
D4L-Asset-Allocaton.xls from my article Asset Allocation Model. This model can be used as a starting point to measure your asset allocation over all your investment holdings using three different measures (origin, capitalization and sector).
20-Year-DCF.xls from my article Discounted Cash Flow Model (DCF). This model can be used to calculate a stocks fair-value based on estimated future cash flow, considering both dividends and ultimate sale after 20 years.
Div-Investing-vs-SandP.xls from my article Dividend Investing vs. S&P Index Fund. This spreadsheet will help you compare the historical returns of the S&P 500 vs. one or more individual dividend stocks.
Useful LinksPresented here are some links/tools you might find useful:
Quarterly Historic Dividend Payments: This link to Yahoo finance allows you to view the periodic dividend payments for a selected company.
MSN's Deluxe Portfolio at MoneyCentral as discussed in the article Tools To Calculate Investment Returns. Unfortunately, this product was retired on November 4, 2009.
Morningstar Financial Statements (10 Year)
ADVFN Financials (15 Year)
U.S. Treasury Daily Yield Curve
S&P Equity Indices
DRIP Investing Resource Center (Champions Spreadsheet in Info/Tools/Forms)
Canadian Dividend All-Star List
D4L High Yield Stocks stock screen as discussed in This Sword Has Two Edges!
D4L Low-Debt Dividend Cos stock screen as discussed in Low-Debt Dividend Stocks.
Note: These stock screens will likely only work with Internet Explorer.
Click here to edit input. You can also download an Excel or Open Office version by clicking here.
This model is for illustrative and educational purposes only. The author and Dividends4Life makes no claims or assertions as to the model's accuracy, completeness, appropriateness of use, or any other claim or assertion. You should not rely on this model or base any financial decisions on it.
Copyright © 2011, Dividends4Life, May be used for personal, non-commercial purposes. All other rights reserved.