Wealth Venture logo
Back to tools

Dividend Income

Project dividend income and portfolio value over time using yield, dividend growth, optional reinvestment, and optional price appreciation.

Estimates only — not financial advice.

1Input Details

%
%
%
Dividend income over time

How it works

How to use

  • Set investment size, starting dividend yield, dividend growth, horizon, and whether dividends reinvest.
  • Add capital appreciation if you expect the share price to trend up (combined with dividend growth in the model).
  • Compare ending dividend income, yield on cost, and balances with vs without reinvestment.

How it works

Each year the model pays dividends as yield × balance. If reinvestment is on, those dividends increase the balance before applying growth. The balance then multiplies by (1 + dividend growth + capital appreciation). Yield on cost is final annual dividend divided by your original investment—showing how rising income lifts effective yield.