Dividends4Life Toolbox

Posted by 4Life | Thursday, December 27, 2007 | , | 5 comments »

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) 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.

Tools:
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.)

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Post a Comment

5 comments

  1. Jake // December 27, 2007 9:11 AM

    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 // December 27, 2007 9:43 AM

    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,
    Dividends4Life

  3. $ Mad Money Renato $ // January 5, 2008 10:32 AM

    great web page !

    http://madmoneyfund.blogspot.com/

  4. passive investor // January 19, 2008 11:10 PM

    These are very good tools. Thank you

  5. Dividends4Life // January 20, 2008 10:44 PM

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

    Best Wishes,
    Dividends4Life

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