Estimate how much of your portfolio growth and income came from dividend reinvestment.
Adjust the inputs below to model how reinvestment may have contributed to your portfolio.
Amount originally invested, with no additional deposits.
Today’s estimated market value of the portfolio.
How long the investment has been held (whole years).
Annual dividend income today divided by original investment.
Assumed average yearly increase in dividend income.
Estimated tax rate applied to dividend income. Use 0 if taxes do not apply.
Estimated breakdown of current portfolio value by source.
Estimated yearly dividend income and cumulative dividends over the holding period.
Based on your assumptions, your portfolio generated approximately $5,668 in gross dividends, or $4,251 after taxes. Your current gross annual dividend income is estimated at $500, or $375 after taxes. Your estimated capital appreciation is $34,332, while dividends account for about 14.2% of your total profit. After taxes, your dividends have returned approximately 42.5% of your original investment.
Free calculators help you explore the possibilities. DividendXray helps you track your actual holdings, organize your portfolio into custom strategies, and monitor your dividend income over time.
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Open Calculator →Compare how much you'd need to invest in different stocks or ETFs to reach a dividend income goal.
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