Dividend Aristocrat
Enter your investment and dividend growth assumptions.
Total portfolio value
$0
Annual dividend income: $0
Total value
$0
Annual dividend income
$0
Yield on cost
0%
Total contributions
$0
Total dividends received
$0
Capital appreciation
$0
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Initial investment ($) | $50,000 |
| Monthly contribution ($) | $500 |
| Current dividend yield (%) | 3% |
| Annual dividend growth (%) | 8% |
| Price appreciation (%) | 5% |
| Time period (years) | 20 |
| Result | Value |
|---|---|
| Total portfolio value | $1,103,541 |
| Total value | $1,103,541 |
| Annual dividend income | $129,534 |
| Yield on cost | 76.2% |
| Total contributions | $170,000 |
| Total dividends received | $604,530 |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Dividend Aristocrat
- Initial investment ($) — default $50,000
- Monthly contribution ($) — default $500
- Current dividend yield (%) — default 3%
- Annual dividend growth (%) — default 8%
- Price appreciation (%) — default 5%
- Time period (years) — default 20
- Press Calculate to update the results instantly.