Dividend Investing Calculator

Build a portfolio that pays you. See how dividend stocks can create a growing stream of passive income over time.

"Do you know the only thing that gives me pleasure? It's to see my dividends coming in."

— John D. Rockefeller

Investment Details

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1%8%

Tip: Reinvesting dividends accelerates your portfolio growth through compounding. Once you need income, you can stop reinvesting.

Portfolio Value

$604,345

After 25 years of investing

Annual Dividend Income

$21,152

That's $1,763/month!

Total Invested

$160,000

Total Dividends Received

$183,413

Yield on Cost

13.2%

Effective return on your investment

Growing Dividend Income

Year 1
$601/yr
Year 5
$1,847/yr
Year 9
$3,598/yr
Year 13
$6,055/yr
Year 17
$9,505/yr
Year 21
$14,350/yr
Year 25
$21,152/yr

Annual dividend income grows as your portfolio and dividend payments increase.

Portfolio Growth

Year 1
$17,170
Year 5
$52,784
Year 9
$102,789
Year 13
$173,000
Year 17
$271,581
Year 21
$409,998
Year 25
$604,345
Your Contributions
Total Value

The Math Behind Dividend Investing

Key Dividend Formulas

Dividend Yield

Yield = (Annual Dividend / Stock Price) × 100

Annual Dividend Income

Income = Portfolio Value × Dividend Yield

Yield on Cost (Your Personal Yield)

YOC = (Current Annual Dividend / Original Investment) × 100

Understanding Yield on Cost

This is the most powerful concept in dividend investing. As dividends grow, your "personal yield" based on what you paid can become very high.

Example (Coca-Cola):
Buffett bought at ~$3/share in 1988
Current dividend: ~$1.84/share/year
His yield on cost: 61%/year!

The market yield stays around 3%, but his personal yield is over 60% because he bought decades ago and dividends kept growing.

The Dividend Growth Formula

Future Dividend = Current Dividend × (1 + Growth Rate)Years

$1 dividend at 7% growth
10 years: $1.97
$1 dividend at 7% growth
20 years: $3.87
$1 dividend at 7% growth
30 years: $7.61

Understanding Dividend Investing

What Are Dividends?

Dividends are portions of a company's profits paid to shareholders. Quality companies with strong cash flows often pay regular dividends, essentially paying you to own their stock.

The DRIP Effect

Dividend Reinvestment Plans (DRIP) automatically use your dividends to buy more shares. This creates a snowball effect where your dividends earn more dividends.

Dividend Aristocrats

Some companies have increased dividends for 25+ consecutive years. These "Dividend Aristocrats" demonstrate consistent growth and shareholder-friendly management.

The Buffett Approach to Dividends

Warren Buffett's Berkshire Hathaway collects billions in dividends annually from companies like Coca-Cola, Apple, and Bank of America. He bought Coca-Cola stock in 1988, and today his annual dividend from that single investment exceeds what he originally paid for it.

"If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes."

Pros of Dividend Investing

  • Regular passive income
  • Less volatile than growth stocks
  • Income grows over time with dividend increases
  • Compounding effect when reinvested
  • Sign of healthy, profitable companies

Things to Watch

  • ! Very high yields may signal risk
  • ! Dividends can be cut in hard times
  • ! Tax implications in taxable accounts
  • ! Lower growth potential than growth stocks
  • ! Requires patience and long-term thinking