Dividend Snowball Calculator

Estimate how much of your portfolio growth and income came from dividend reinvestment.

Your assumptions

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.

Assumptions

  • Dividends are fully reinvested.
  • No additional deposits or withdrawals.
  • Dividend growth remains constant.
  • Dividends are paid once per year for simplicity.
  • Results are estimates for educational purposes.

Results

Portfolio Growth

Current Portfolio Value
$50,000
Original Investment
$10,000
Estimated Profit
$40,000
Estimated Capital Appreciation
$34,332
Estimated Reinvestment Boost
$5,668

Dividend Income

Gross Annual Dividend
$500
Net Annual Dividend
$375
Gross Yield on Cost
5.0%
Net Yield on Cost
3.8%
Gross YOC Without Reinvestment
4.4%
Net YOC Without Reinvestment
3.3%
Gross Reinvestment Income Bonus
$57
Net Reinvestment Income Bonus
$43

Lifetime Dividend Statistics

Estimated Gross Dividends Generated
$5,668
Estimated Net Dividends Generated
$4,251
Gross Dividend Payback
56.7%
Share of original investment returned via gross dividends.
Net Dividend Payback
42.5%
Share of original investment returned via net dividends.
Dividend Contribution %
14.2%
Estimated gross dividends as a share of total profit.

Portfolio Composition

Estimated breakdown of current portfolio value by source.

  • Original Investment: $10,000
  • Estimated Capital Appreciation: $34,332
  • Estimated Gross Dividends Generated: $5,668

Dividend Growth Over Time

Estimated yearly dividend income and cumulative dividends over the holding period.

Insight

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.