Portfolio Growth and Dividend Income Alternative Forecast
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Portfolio Growth and Dividend Income Alternative Forecast
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This model attempts to simulate the ups and downs of the market over the years, but has an average price growth which trends upward.
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Year EndingAnnual InvestmentYear End Value with Dividends NOT ReinvestedYear End Value with Dividends ReinvestedPriceAverage Annual Price GrowthBase Entry Dividend YieldDividend Forecast (% annual growth)share additions with annual investmentshare qtr 1qtr 2qtr 3qtr 4Annual Dividend Income with Dividends NOT ReinvestedAnnual Dividend Income with Dividends ReinvestedYied on CostCurrent Effective Yield10 YR Annualized Div Growth Rate
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5.88%10.00%0.880.880.890.90aflac13.6
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02000$5,000.00$5,000.00 $50.00 -9.00%3.50% $ 1.75 0.00100.00100.88101.76102.65103.55$175.00 $181.21 3.62%3.62%chevron9.4
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12001 $ 14,400.00 $14,500.00 $19,543.94 $45.50 -12.0% $ 1.93 316.48103.55183.76264.83346.75429.54$801.73 $826.86 4.26%4.23%clorox10.4
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22002 $ 14,400.00 $27,174.88 $32,818.35 $40.05 -22.3% $ 2.12 359.56429.54525.10621.94720.05819.45$1,643.27 $1,735.19 5.13%5.29%coca cola9
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32003 $ 14,400.00 $35,545.30 $42,281.75 $31.13 28.7% $ 2.33 462.57819.45950.421083.851219.761358.22$2,885.05 $3,163.64 6.56%7.48%
colgatepalmolive
10.5
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42004 $ 14,400.00 $60,125.20 $72,738.39 $40.07 10.8% $ 2.56 359.361358.221469.781583.111698.261815.25$4,094.31 $4,650.99 7.43%6.39%JNJ8.8
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52005 $ 14,400.00 $81,019.92 $100,594.19 $44.41 4.8% $ 2.82 324.281815.251925.122036.742150.122265.31$5,417.68 $6,384.53 8.29%6.35%Lowes26.1
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62006 $ 14,400.00 $99,295.99 $127,376.83 $46.53 15.7% $ 3.10 309.452265.312380.402497.412616.372737.32$6,918.83 $8,486.32 9.28%6.66%Mcdonalds17.8
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72007 $ 14,400.00 $129,309.43 $171,730.44 $53.86 5.5% $ 3.41 267.372737.322847.492959.413073.103188.59$8,522.51 $10,873.90 10.28%6.33%Pepsi10.9
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82008 $ 14,400.00 $150,764.27 $208,128.32 $56.80 -37.2% $ 3.75 253.533188.593304.623422.563542.463664.33$10,325.82 $13,745.93 11.44%6.60%
Sherwin-Williams
12.6
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92009 $ 14,400.00 $109,087.03 $161,489.43 $35.66 27.1% $ 4.13 403.843664.333871.304084.264303.374528.83$13,024.79 $18,687.81 13.88%11.57%Target19.6
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102010 $ 14,400.00 $153,033.41 $241,560.61 $45.32 14.9% $ 4.54 317.714528.834721.644919.285121.875329.52$15,769.35 $24,190.97 16.24%10.01%Walgreens19.5
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112011 $ 14,400.00 $190,174.61 $319,989.26 $52.06 2.1% $ 4.99 276.585329.525526.445728.085934.566145.98$18,727.23 $30,686.59 18.78%9.59%Walmart12.9
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122012 $ 14,400.00 $208,509.15 $376,666.95 $53.14 15.9% $ 5.49 270.976145.986372.526604.916843.307087.86$22,088.18 $38,928.29 21.89%10.33%average13.93
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132013 $ 14,400.00 $256,004.53 $495,842.54 $61.58 32.4% $ 6.04 233.847087.867320.167558.157801.988051.80$25,709.71 $48,644.73 25.31%9.81%
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142014 $ 14,400.00 $353,394.37 $726,657.00 $81.55 13.8% $ 6.65 176.578051.808259.978472.398689.148910.30$29,454.12 $59,214.46 28.66%8.15%
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152015 $ 14,400.00 $416,584.32 $908,924.35 $92.81 1.3% $ 7.31 155.158910.309124.539342.989565.739792.87$33,533.69 $71,587.68 32.39%7.88%
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162016 $ 14,400.00 $436,398.61 $1,016,917.01 $94.02 5.0% $ 8.04 153.169792.8710040.5410293.5110551.8910815.79$38,118.62 $86,971.98 36.95%8.55%
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172017 $ - $458,213.55 $1,166,694.71 $98.72 -3.0% $ 8.85 0.0010815.7911058.0611305.7511559.0011817.91$41,930.48 $104,533.25 44.41%8.96%
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182018 $ - $444,470.14 $1,251,136.34 $95.76 15.0% $ 9.73 0.0011817.9112118.1012425.9212741.5613065.21$46,123.53 $127,122.61 54.00%10.16%
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192019 $ - $511,125.66 $1,583,821.07 $110.13 8.0% $ 10.70 0.0013065.2113382.6613707.8114040.8714382.03$50,735.89 $153,928.53 65.39%9.72%
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202020 $ - $552,007.71 $1,886,237.76 $118.94 $ 11.77 0.0014382.0314737.9415102.6615476.4015859.39$55,809.48 $186,714.64 79.32%9.90%
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cumulative -->
$431,809.25 $1,001,260.08
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Annualized Rate of Returns26.52%34.53%4.43%5.88%10.00%28.20%33.41%41.47%
<-- Observation
With Dividends reinvested, income growth rate far exceeds Total return regularly published on investment sites like morningstar.
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Portfolio ReturnTotal Return Stock Price ReturnDividend Income Return
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Proprietary: InvestorPeek.com
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Div Forecast - w contibutions
Div Forecast - Idle Portfolio no contributions
 
 
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