Dividend Stock Analysis Using Microsoft Excel

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Vincent David Resendiz

3:21:26

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1. Introduction

1. Introduction.mp4

00:37

2. Quick Message.mp4

00:10

2. Dividend Stocks Overview

1. Intro to section.mp4

00:37

2. Types of Dividend Stocks.mp4

01:28

3. Understanding Important Dates.mp4

00:33

4. Benefits of Dividend Investing.mp4

02:31

5. Dividend Metrics.mp4

01:21

6. Dividend Terms.mp4

00:41

7. Dividend Kings & More.mp4

01:51

8. Tax Considerations.mp4

01:10

9. Risks in Dividend Investing.mp4

02:35

10. Plan for Rest of Course.mp4

02:25

3. Individual Dividend Stock Analysis

1. Finding data for anaylsis.mp4

07:19

2. Calculating Current Yield.mp4

03:15

3. Calculating Average Dividend Growth Rate.mp4

06:53

4. Using Charts for Visualizing Growth Rate.mp4

04:34

5. Dividend Coverage Ratio.mp4

06:25

6. Dividend Payout Ratio.mp4

02:09

7. Historical Returns.mp4

02:21

8. Calculating CAGR.mp4

02:14

9. Calculating Standard Deviations.mp4

07:41

10. Relationship between Standard Deviation & Yield.mp4

02:30

4. Portfolio Analysis

1. Portfolio Overview.mp4

01:04

2. Calculating Correlations Manually.mp4

02:34

3. Using Excels Correlation Function.mp4

01:43

4. Tracking Annual Income.mp4

03:16

5. Finding Portfolio Weights.mp4

03:17

6. Finding Weighted Dividend Yields.mp4

02:57

7. Standard Deviations of the Portfolio.mp4

02:26

8. Weighted Standard Deviations of the Portfolio.mp4

03:25

9. Weighting & Visualizing Sector & Industry Diversification.mp4

11:20

10. Calculating Total Returns.mp4

07:18

11. Adding a Preferred Stock to the Portfolio.mp4

17:26

12. Adding a Closed End Fund to the Portfolio.mp4

06:55

13.1 mod4 attachment 1.xlsx

13. Adding a ETF to the Portfolio.mp4

08:44

5. DRIPs

1. DRIPs Overview.mp4

01:35

2.1 drips worksheet.zip

2. DRIPs Spreadsheet Overview.mp4

01:38

3. Cost Basis Overview.mp4

01:03

4. Automated DRIP Example.mp4

08:43

5. Self DRIP Scenario 1.mp4

05:07

6. Self DRIP Scenario 2.mp4

04:17

6. Sector Analysis & Scoring Systems

1. Sector Analysis Overview.mp4

02:52

2.1 Ratios.pdf

2.2 Sector Analysis Attachment.xlsx

2. Filling in the Sector Analysis Sheet.mp4

10:16

3. Scoring System Overview.mp4

02:08

4. Setting up Scoring System.mp4

04:40

5. Quick Note.mp4

01:48

6. Solution to the Errors in the Scoring Sheet.mp4

00:43

7. Evaluating the Scores.mp4

03:13

7. Advanced Analysis

1. Dividend Discount Model Overview.mp4

01:26

2. Weighted Average Cost of Capital (WACC) Overview.mp4

00:57

3.1 DDM Attachment.xlsx

3. WACC Walkthrough.mp4

05:30

4. Calculating WACC.mp4

05:30

5. Calculating Dividend Discount Model.mp4

02:27

6. Problems with WACC & DDM.mp4

03:24

8. Outro

1. Conclusion.mp4

00:24

Description

Use Microsoft Excel for Dividend Analysis

What You'll Learn?

Analyze dividend yield, payout ratio, and dividend growth using Excel
Develop skills in visualizing and interpreting dividend stock data using charts and graphs in Excel.
Understand how to calculate key financial ratios for dividend stock evaluation in Excel.
Understand the importance of dividend stock analysis in investment decision-making.
Create custom Excel templates for dividend stock analysis.
Strategies for building and analyzing diversified dividend stock portfolio using Excel.

Who is this for?

Retail income investors looking for ways to improve their investing knowledge

What You Need to Know?

Basic excel knowledge

Basic knowledge of stocks

More details

Description
Unlock the power of Microsoft Excel to revolutionize your dividend stock analysis. This course dives deep into the intricacies of dividend stock analysis using Excel, covering a range of crucial topics including individual stock analysis, portfolio analysis, DRIPs (Dividend Reinvestment Plans), sector analysis, Dividend Discount Models (DDM), and Weighted Average Cost of Capital (WACC).
We spent years examining dividend stocks not knowing it would eventually lead us to being able share our knowledge and experience here. Through step-by-step tutorials and real-world examples, you'll learn how to leverage Excel's powerful features to analyze dividend stocks with precision and confidence. From evaluating the financial health of individual companies to optimizing your dividend portfolio for maximum returns, this course provides you with the tools and techniques to succeed in the dynamic world of dividend investing. Get a copy of all the worksheets we will be using so you can always have them by your side to guide you through your dividend investing journey.
This course is designed to empower you with practical insights and actionable strategies. Once you complete this course we are sure you will be able to examine dividend stocks confidently. Join us today and take your dividend stock analysis to the next level with Microsoft Excel!
Who this course is for:
Retail income investors looking for ways to improve their investing knowledge

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Hi! My name is Vincent Resendiz. My day job is doing freelance bookkeeping & licensed insurance agent, but I love to build things in excel & python in my free time. I have a lot of experience in media doing the filming & editing for: music videos, content for people’s social medias, podcasts, I felt creating courses was a great way to combine all my past skills and experiences together. I really enjoy the process of creating course even if I am a bit camera shy. I’ve committed the last 6 years to learning everything I could about excel & finance and I wanted to share everything I learned so far.Who am I?I’m from California, USA. I was pretty much a loser through my late teens and early twenties. I didn’t do much of anything during those years. Since about 2017 though I got sick of doing nothing with my life and committed to changing. It took a while but I eventually dropped the substance abuse problem and went all in on gathering skills and experiences. I started a catering business behind my number one passion: Cooking. I ran that for a couple years until I decided to go down the finance route. Cooking is a passion for me that I would rather do in my time as a hobby. I noticed I had a knack for excel started building spreadsheets to examine stocks for my portfolio and just ran with it. I discovered python in 2021 and while that has been slower to develop that skill it is coming along. I have built a couple things like my workout progress app that I use to track my workouts. I used my experience running the books at the catering company to go into freelance work after a company wide layoff at my job left me jobless. It was a blessing in disguise as it allows me the time to spend doing what I love: cooking, building projects, creating courses & learning more skillsWhat will you learn here?Main topics here: Excel for Finance, Personal Finance, Business Finance, PythonI’m looking forward to sharing my knowledge by creating courses that are easy to follow - and most importantly – USEFUL to you. I believe you learn best by doing. So I plan on creating courses to get you doing instead of just listening to me talk for hours. I am looking forward to connecting with you in the courses. I am still new to this, but I will do my best to give you the most value possible. I will also be updating the courses regularly to create even more value.Feel free to contact me. I’d love to know what course topics you guys want to see.All the best, Vincent :)

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