Thu. Dec. 27, 2007

Dividends4Life Toolbox *

Presented here are some models and tools you might find useful:

Excel Models:
D4L-Portfolio.xls (alt.1) 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:

D4L-PreScreen.xls (alt.1, alt.2) 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.

JackJill.xls (alt.1) from my articles Passing the Torch – Part 1 of 2 and Passing the Torch – Part 2 of 2. This model will allow you to enter the value of your equity investments next to your age, your expected rate of return, along with future contributions and it will then estimate your equity balance at retirement.

10-Year-Inv-Calc.xls (alt.1) 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 (alt.1) 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 (alt.1) 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 (alt.1) 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.

Quarterly Historic Dividend Payments: This link to Yahoo finance allows you to view the periodic dividend payments for a selected company.

Annual Historic Dividend Payments: This link to The Dividend Investing Blog allows you to view the annual dividend payments for a selected company.

MSN’s Deluxe Portfolio at MoneyCentral as discussed in the article Tools To Calculate Investment Returns.

D4L High Yield Stocks stock screen as discussed in This Sword Has Two Edges! (Note: This stock screen will likely only work with Internet Explorer.)

5 Responses to “Dividends4Life Toolbox *”

  1. Jake says:

    Thanks, D4L. I use those historical dividend prices on Yahoo all the time. One problem I find is that sometimes the dividends are missing for a quarter. I always double check with Google Finance charts to make sure.

  2. 4Life says:

    Jake: I have noticed the same thing on the S&P feed that I use through my broker. It looks like a flaw with the data provider. At any rate, I hope you had a Merry Christmas!

    Best Wishes,

  3. $ Mad Money Renato $ says:

    great web page !


  4. passive investor says:

    These are very good tools. Thank you

  5. Dividends4Life says:

    Passive Investor: I am glad you found the tools useful. Keep checking back, I will be adding more in the future.

    Best Wishes,