Dave's Income Portfolio Calculator

Models a 50/50 split: Half in a 13% yield (0% growth) asset, half in a 3% yield (10% growth) asset.

Ending Portfolio Value
$0
Final Annual Income Payout
$0

Year-by-Year Growth Schedule

Year Portfolio Value Annual Dividend Yield Dividend Status

Calculations assume precise quarterly compounding adjustments. Annual contributions are applied during the reinvestment phase.

Disclaimer: This tool is intended solely for educational and illustrative purposes. Projections are based on hypothetical asset rules and do not guarantee future market performance, actual yields, or protection against loss. Standard investment risks, fund fees, and tax drag parameters are not factored into these figures. Past performance is no indicator of future results.

Inflation Purchasing Power Calculator

Calculate what a future dollar amount is worth in today's dollars after inflation.

The long-term average U.S. inflation rate over the last 30 years (1996–2026) is approximately 2.5%.

Calculation Result

Disclaimer: This calculator is for educational purposes only and does not constitute financial, tax, legal, or investment advice. Results are hypothetical estimates based on a constant inflation rate.

Investment Growth Calculator

Calculate how your initial investment grows over time with continuous annual contributions and compound interest.

Calculation Result

Disclaimer: This calculator is for educational purposes only and does not constitute financial, tax, legal, or investment advice. Results are hypothetical estimates based on fixed annual returns.

Dividend Growth Portfolio Engine

Model total return growth, DRIP compounding, and dividend tax drag using your initial capital.

Portfolio Setup

Strategy & Taxes

Projection Summary

Annual Growth Schedule

Yr Starting Bal Gross Payout Tax Drag Net Dividend Ending Bal

Calculations assume end-of-year compounding adjustments and contribution cycles.

Disclaimer: This tool is provided exclusively for educational and illustrative purposes. Projections are hypothetical model outcomes and do not serve as a guarantee of future investment returns, yield metrics, or protection against capital losses. Real-world market friction, variable tax treatments, brokerage fees, and fund expense ratios are omitted from this calculation engine. Past performance is no indicator of future results.