Compliance Level 4: Financial Projection
Forward-looking estimates with assumptions
Project portfolio growth from dividend income, with or without reinvestment.
Sampled years
| Year | Share Price | Shares | Dividend Income | Portfolio Value |
|---|---|---|---|---|
| 1 | £106.00 | 102.97 | £315.00 | £10,915.00 |
| 2 | £112.36 | 106 | £340.58 | £11,910.48 |
| 3 | £119.10 | 109.09 | £368.13 | £12,993.24 |
| 4 | £126.25 | 112.24 | £397.81 | £14,170.65 |
| 5 | £133.82 | 115.46 | £429.77 | £15,450.66 |
| 6 | £141.85 | 118.73 | £464.17 | £16,841.86 |
| 7 | £150.36 | 122.06 | £501.19 | £18,353.56 |
| 8 | £159.38 | 125.46 | £541.02 | £19,995.80 |
| 9 | £168.95 | 128.91 | £583.87 | £21,779.42 |
| 10 | £179.08 | 132.43 | £629.95 | £23,716.14 |
| 11 | £189.83 | 136.01 | £679.50 | £25,818.60 |
| 12 | £201.22 | 139.65 | £732.76 | £28,100.48 |
| 13 | £213.29 | 143.35 | £790.00 | £30,576.50 |
| 14 | £226.09 | 147.12 | £851.50 | £33,262.59 |
| 15 | £239.66 | 150.95 | £917.56 | £36,175.91 |
| 16 | £254.04 | 154.84 | £988.51 | £39,334.97 |
| 17 | £269.28 | 158.79 | £1,064.69 | £42,759.76 |
| 18 | £285.43 | 162.81 | £1,146.47 | £46,471.82 |
| 19 | £302.56 | 166.89 | £1,234.25 | £50,494.38 |
| 20 | £320.71 | 171.03 | £1,328.43 | £54,852.47 |
Important Disclaimer
This calculator provides estimates for educational purposes only. Results are based on the inputs you provide and standard financial formulas. They do not constitute financial, investment, tax, or legal advice. Consult a qualified professional before making financial decisions.
Over long horizons, reinvested dividends can account for a large share of total stock market returns historically, since each reinvestment buys more shares that then earn their own dividends — a compounding effect similar to compound interest.
No. Dividend yield is the dividend as a percentage of the current share price today. Dividend growth rate is how much the dollar amount of the dividend itself increases each year, independent of price.
No — companies can cut or suspend dividends at any time, especially during financial difficulty. This calculator assumes a constant yield and growth rate for illustration, which real dividend-paying stocks rarely deliver exactly.
No — dividend tax treatment varies significantly by country and account type (e.g., tax-advantaged retirement accounts vs. regular brokerage accounts). This shows pre-tax growth only.
Compound Interest Calculator
See how your investments grow with compound interest over time
Try it"What If?" Wealth Simulator
Monte Carlo simulation for wealth projection with confidence bands
Try itCAGR Calculator
Calculate the compound annual growth rate between a start and end value
Try itDollar-Cost Averaging Calculator
Compare investing a lump sum all at once versus spreading it out over time
Try itAd space
Ad space
Important Disclaimer
This calculator provides estimates for educational purposes only. Results are based on the inputs you provide and standard financial formulas. They do not constitute financial, investment, tax, or legal advice. Consult a qualified professional before making financial decisions.