Learn how dividend investing actually works, then start tracking it the same day.

This bundle pairs Yieldly's Dividend Investing Fundamentals course — 8 short, no-nonsense modules on yield, portfolio building, compounding, income-based FIRE, net worth and taxes, and the mistakes to avoid — with the Dividend Tracker spreadsheet, so you're not just reading about the maths, you're using it on your own portfolio from day one.

No stock tips, no "buy this now" — just the concepts explained clearly, and a tool built to apply them.

What's inside

Dividend Investing Fundamentals (PDF course, 8 modules):

• Why Dividends? — income vs. total return, honestly
• Yield vs. Yield on Cost — the calculation most investors get backwards
• Building Your First Dividend Portfolio — diversification and position sizing
• The Power of Compounding & DRIP — why the early years matter most
• Your Path to FIRE Through Dividends — income-based FIRE, explained
• Where You Stand: Net Worth & Taxes — including the Dutch Box 3 reality
• Common Mistakes & What Not to Chase — the questions that catch problems early
• Your Next Steps — putting it all into practice

Dividend Tracker (spreadsheet):

• Dashboard — Total annual dividend income, portfolio yield %, top 5 payers, income by month
• Holdings tab — Every position with ticker, shares, dividend per share, annual yield, next ex-dividend date
• Dividend Calendar — Expected monthly income for the full year, colour-coded
• Transaction log — Record every dividend received with date and amount
• Dividend growth tracker — See whether your income is growing year-over-year
• Box 3 Tax Estimator (NL) — Dutch wealth tax calculator, updated for current rates
• Auto-pricing — Live prices via GOOGLEFINANCE in Google Sheets

Works with

• ✅ Google Sheets (live prices + GOOGLEFINANCE)
• ✅ Microsoft Excel (static prices)
• ✅ PDF course — readable on any device

Perfect for

• New dividend investors who want to understand the maths before they commit real money
• Anyone who's been investing a while but has never actually calculated yield on cost properly
• FIRE pursuers considering an income-based approach alongside the standard 4% rule
• Dutch investors who want the Box 3 picture alongside the strategy itself

Download contents

• Yieldly Dividend Investing Fundamentals — EN.pdf
• Yieldly Dividend Tracker — EN.xlsx
• Yieldly Quick Start Guide — EN.pdf

License: Personal use only. Not for resale or redistribution.