Create a Dividend Calendar Spreadsheet to Maximize Retirement Income

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MarketXLS Team
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Create a Dividend Calendar Spreadsheet to Maximize Retirement Income - MarketXLS

Why would an investor look at the dividend calendar?

As an investor, it’s important to consider dividends as a key component of your portfolio, providing income in retirement and potential capital appreciation. To maximize dividend income, investors often turn to the dividend calendar spreadsheet to stay informed about when companies they’ve invested in are expected to issue dividends. This calendar shows the dates when publicly traded companies will declare their dividend payouts, allowing investors to plan and calculate their expected cash flows. Additionally, the dividend calendar can help investors understand unexpected changes in dividend payouts and identify high-yield stocks to purchase at the right time. By utilizing the dividend calendar effectively, investors can make informed decisions to optimize their dividend income and achieve their investment goals.

What does a typical dividend calendar spreadsheet include?

A typical dividend calendar spreadsheet includes important data about when and how much a dividend will be paid, as well as the record date, ex-dividend date, and payment date. It may also contain additional information such as current and projected dividend yields, historical dividend payments, and debt-to-equity ratios. So, this information can help investors decide whether to buy or sell a particular stock and stay on track with their portfolio management.

How can you use MarketXLS to create your own dividend cash flow calendar?

MarketXLS provides users with a powerful platform to create their own dividend calendar speadsheet. In fact, you can use specific functions such as Dividend Frequency, Dividend Pay Date, Dividend Per Share TTM, and Dividend Yield TTM to get real-time data about dividend payments. The table below provides the aforementioned functions with their descriptions:

Relevant MarketXLS Templates:

  • Dividend Growth Model (Gordon Method)
  • Comparable Sector Analysis
  • Weiss Blue Chip Div Yield Screen
  • Neff Screen

Further, you can also use the AI driven Search for all templates on MarketXLS here:

Following are some blogs that you can read to learn more about the subject matter.

Dividend Growth Investing
Monthly Dividend Stocks (3 Good Monthly Dividend Stocks)
Boost Returns With a Dividend Stock Screener

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Ankur Mohan MarketXLS
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