INVEST β’ GROW β’ ACHIEVE FREEDOM β model dividend reinvestment, income, share count and long-term portfolio value.
| Year | Shares | Dividends | Reinvested | Portfolio value | Annual income |
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The calculator starts with the selected investment, applies the historical closing price series, and treats dividend events as cash distributions. In the DRIP scenario, the dividend is used to purchase additional fractional shares at the dividend date's closing price. In the cash scenario, dividends accumulate as cash. The projection tab is assumption-based and is not a forecast.
Market data is retrieved through an independent Cloudflare data service using Yahoo Finance endpoints. Data may be delayed, incomplete or revised. Historical DRIP results are estimates and may not match broker execution, taxes, fees or actual reinvestment prices. Projection results are assumption-based, not forecasts. This tool is for educational/research purposes and is not financial advice.