Dividends are important cash and income sources especially during retirement. Why would an investor look at the dividend calendar?
Dividends are an especially important cash and income source for retirees and investors looking for income generation. Many investors look to the dividend calendar to time and maximize their income streams. This calendar shows when investors can expect to receive dividend payments, so they can plan accordingly such as reinvesting a larger portion or reinvesting all the dividends they receive. This can be particularly advantageous when tax strategies are considered along with dividend payments.
What does a typical dividend calendar spreadsheet include?
A typical dividend calendar spreadsheet includes information on the expected date of the dividend payments and the forecasted amount of these payments. It may also contain information regarding ex-dividend dates, record dates, payment dates, dividend payment history, and other details such as specifics on capital gains and eligibility requirements. These spreadsheets can be used by investors to plan and keep track of their dividend portfolios.
How can you use MarketXLS to create your own dividend cash flow calendar?
MarketXLS is a great tool to create a custom dividend cash flow calendar. It enables users to quickly and easily track their dividend income and cash flow on an ongoing basis. With MarketXLS, users can input their portfolio of stocks and funds to automatically generate a dividend history, as well as set up an automated cash flow calendar that tracks past, present, and future dividend payments. MarketXLS also provides a variety of analytical and portfolio tracking tools, so users can accurately assess their dividend income and the performance of their overall investment portfolio.
Relevant MarketXLS functions on this topic
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| Function Title | Function Example | Function Result |
|---|---|---|
| Dividend Frequency | =DividendFrequency(“MSFT”) | How many times each year the company typically pays a regular dividend. |
| Dividend Pay Date (MM/DD/YYYY) | =DividendPayDate(“MSFT”) – Returns the most recent dividend pay date for MSFT. | Not considering the future expected dividend. |
| Dividend Payout Ratio | =DividendPayoutRatio(“MSFT”) | Returns the percentage of earnings that have been passed on to shareholders |
| Dividend Yield (Last Quarter) | =hf_Dividend_Yield(“MSFT”,2022) – Returns the value for the year 2022. =hf_Dividend_Yield(“MSFT”,2022,2) – Returns the value for the year 2022 and the calendar quarter 2 =hf_Dividend_Yield(“MSFT”,2022,3,”TTM”) – Returns the value for the year 2022 and trailing twelve months from the calendar quarter =hf_Dividend_Yield(“MSFT”,”lq”) – Returns the value for the last quarter =hf_Dividend_Yield(“MSFT”,”lq-1″) – Returns the value for the last quarter-1 =hf_Dividend_Yield(“MSFT”,”ly”) – Returns the value for the last year =hf_Dividend_Yield(“MSFT”,”ly-1″) – Returns the value for the last year – 1 =hf_Dividend_Yield(“MSFT”,”lt”) – Returns the value for the last 12 months. =hf_Dividend_Yield(“MSFT”,”lt-1″) – Returns the value for the previous last 12 months. | If a company’s dividend yield has been steadily increasing, this could be because they are increasing their dividend, because their share price is declining, or both. Depending on the circumstances, this may be seen as either a positive or a negative sign by investors. |
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Download from the link below, a sample spreadsheet created with MarketXLS Spreadsheet builder
Note this spreadsheet will pull latest data if you have MarketXLS installed. If you do not have MarketXLS consider subscribing here
Relevant MarketXLS Templates on this topic
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| Template Title | Template Link | Screenshot |
|---|---|---|
| Dividend Growth Model (Gordon Method |
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| | Comparable Sector Analysis | |
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| | Weiss Blue Chip Div Yield Screen | |
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| | Neff Screen | |
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Relevant blogs that you can read to learn more about the topic
Dividend Growth Investing
Streamline Your Dividend Tracking with a Spreadsheet Calendar
Excel Tracker for Dividend Portfolio Monitoring
Create a Dividend Calendar Spreadsheet to Maximize Retirement Income
Boost Returns With a Dividend Stock Screener
