Excel Models
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.
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
JackJill.xls 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 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.
Have future posts delivered to you for free!If you enjoyed this post, please bookmark or share it here:
