Wealth Planning
Dividend & Compound Growth Calculator
Model your portfolio’s long-term growth with reinvested dividends and regular contributions. Set a goal and see exactly when you’ll reach it.
Starting Portfolio Value
Your current invested capital
$
Monthly Contribution
Amount added each month
$
Annual Dividend Yield
Average yield across holdings
%
Annual Capital Growth
Expected price appreciation per year
%
Current Age
Used to calculate years to retirement
yrs
Target Retirement Age
The year you plan to stop working
yrs
Financial Goal ($)
Target total portfolio value
$
Inflation Rate
For real-value projections
%
Dividend Reinvestment
Automatically reinvest dividends (DRIP) to compound growth
⚠ This calculator is for illustrative and educational purposes only. Returns are not guaranteed.
Past dividend yields and market growth rates are not indicative of future performance.
Consult a qualified financial adviser before making investment decisions.