Dividend Reinvestment and Growth Calculator
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Dividend Reinvestment and Growth Calculator
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The model below allows input of several factors to produce the resulting values after each year in a 30-year period, including an initial
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investment, expected monthly/quarterly/annual investment(s), expected rate of stock price appreciation, initial dividend yield, and expectedConverted to be Google Spreadsheet compatible by Scott at twoinvesting.com
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rate of dividend increase. The dividend rate is reset in the first quarter of each year and repeated in the three subsequent quarters.
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If making an additional investment at the start of month one, at to cell G7 along with your initial investment amount
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Thank you DRiP Investing Resource Center for providing the original spreadsheet: http://dripinvesting.org/tools/tools.asp
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Step 1: Input expected initial investment amount:\$4,000
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Step 2: Input expected ongoing investment amount:\$50 per month
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and/orâ€¦\$0 per quarter
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and/orâ€¦\$0 per year
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Step 3: Input expected annual stock price appreciation:3.0%(Enter as a %)
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Step 3a: Input Beginning Price:\$50.00 (Note that subsequent prices are NOT adjusted for possible splits.)
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Step 4: Input initial dividend yield:2.75 %
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Step 5: Input expected annual dividend increase percentage:7.00 %
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Cum ContributionsAnnual DividendsCum DividendsTotal InvestedCum Cap AppreciationTotal Value
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Beg.Div.Div.CumEnd.Cum1\$4,550 117.29 117.29 \$4,667.29 130.06 \$4,797.34
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MonthPriceRateAmountCashSharesSharesPriceValue2\$5,150 146.35 263.64 \$5,413.64286.00\$5,699.64
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1\$50.00 \$4,000.00 80.000 80.000 \$50.12 \$4,009.87 3\$5,750 179.17 442.81 \$6,192.81469.54\$6,662.35
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2 50.12 0.3438 27.50 50.00 1.546 81.546 \$50.25 4,097.45 4\$6,350 216.23 659.04 \$7,009.04682.56\$7,691.60
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3 50.25 50.00 0.995 82.541 \$50.37 4,157.67 5\$6,950 258.09 917.13 \$7,867.13927.12\$8,794.25
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4 50.37 50.00 0.993 83.534 \$50.50 4,218.05 6\$7,550 305.37 1,222.51 \$8,772.511,205.53\$9,978.03
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5 50.50 0.3438 28.71 50.00 1.559 85.093 \$50.62 4,307.36 7\$8,150 358.83 1,581.33 \$9,731.331,520.30\$11,251.63
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6 50.62 50.00 0.988 86.081 \$50.74 4,368.11 8\$8,750 419.29 2,000.63 \$10,750.631,874.25\$12,624.88
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7 50.74 50.00 0.985 87.066 \$50.87 4,429.01 By the end of Year 1, you would have:9\$9,350 487.74 2,488.36 \$11,838.362,270.50\$14,108.86
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8 50.87 0.3438 29.93 50.00 1.571 88.637 \$51.00 4,520.06 Invested a total of\$4,550.00 10\$9,950 565.28 3,053.64 \$13,003.642,712.51\$15,716.15
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9 51.00 50.00 0.980 89.618 \$51.12 4,581.33 and reinvested dividends of 117.29 11\$10,550 653.24 3,706.88 \$14,256.883,204.15\$17,461.03
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10 51.12 50.00 0.978 90.596 \$51.25 4,642.75 for a total cost basis of\$4,667.29 12\$11,150 753.10 4,459.98 \$15,609.983,749.74\$19,359.72
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11 51.25 0.3438 31.14 50.00 1.583 92.179 \$51.37 4,735.54 your capital gain would be 130.06 13\$11,750 866.64 5,326.62 \$17,076.624,354.11\$21,430.73
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12 51.37 50.00 0.973 93.152 \$51.50 4,797.34 and your total value would be\$4,797.34 14\$12,350 995.90 6,322.52 \$18,672.525,022.68\$23,695.20
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13 51.50 50.00 0.971 94.123 \$51.63 4,859.30 15\$12,950 1,143.27 7,465.79 \$20,415.795,761.54\$26,177.33
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14 51.63 0.3678 34.62 50.00 1.639 95.762 \$51.75 4,956.11 16\$13,550 1,311.56 8,777.35 \$22,327.356,577.57\$28,904.91
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15 51.75 50.00 0.966 96.728 \$51.88 5,018.46 17\$14,150 1,504.06 10,281.40 \$24,431.407,478.50\$31,909.90
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16 51.88 50.00 0.964 97.692 \$52.01 5,080.96 18\$14,750 1,724.65 12,006.05 \$26,756.058,473.12\$35,229.17
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17 52.01 0.3678 35.93 50.00 1.652 99.344 \$52.14 5,179.63 19\$15,350 1,977.92 13,983.97 \$29,333.979,571.37\$38,905.34
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18 52.14 50.00 0.959 100.303 \$52.27 5,242.53 20\$15,950 2,269.29 16,253.26 \$32,203.2610,784.56\$42,987.82
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19 52.27 50.00 0.957 101.260 \$52.40 5,305.58 By the end of Year 2, you would have:21\$16,550 2,605.21 18,858.47 \$35,408.4712,125.60\$47,534.08
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20 52.40 0.3678 37.24 50.00 1.665 102.925 \$52.52 5,406.13 Invested a total of\$5,150.00 22\$17,150 2,993.35 21,851.82 \$39,001.8213,609.24\$52,611.06
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21 52.52 50.00 0.952 103.877 \$52.65 5,469.58 and reinvested dividends of 263.64 23\$17,750 3,442.88 25,294.70 \$43,044.7015,252.37\$58,297.07
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22 52.65 50.00 0.950 104.827 \$52.78 5,533.20 for a total cost basis of\$5,413.64 24\$18,350 3,964.78 29,259.47 \$47,609.4717,074.43\$64,683.90
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23 52.78 0.3678 38.56 50.00 1.678 106.504 \$52.91 5,635.62 your capital gain would be 286.00 25\$18,950 4,572.25 33,831.72 \$52,781.7219,097.79\$71,879.51
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24 52.91 50.00 0.945 107.449 \$53.05 5,699.64 and your total value would be\$5,699.64 26\$19,550 5,281.21 39,112.94 \$58,662.9421,348.33\$80,011.27
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25 53.05 50.00 0.943 108.392 \$53.18 5,763.82 27\$20,150 6,110.92 45,223.86 \$65,373.8623,856.08\$89,229.93
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26 53.18 0.3936 42.66 50.00 1.742 110.134 \$53.31 5,870.92 28\$20,750 7,084.75 52,308.61 \$73,058.6126,655.91\$99,714.52
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27 53.31 50.00 0.938 111.072 \$53.44 5,935.53 29\$21,350 8,231.19 60,539.80 \$81,889.8029,788.57\$111,678.37
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28 53.44 50.00 0.936 112.008 \$53.57 6,000.29 30\$21,950 9,585.04 70,124.84 \$92,074.8433,301.71\$125,376.55
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29 53.57 0.3936 44.08 50.00 1.756 113.764 \$53.70 6,109.40
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30 53.70 50.00 0.931 114.695 \$53.83 6,174.59
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31 53.83 50.00 0.929 115.624 \$53.97 6,239.94 By the end of Year 3, you would have:
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32 53.97 0.3936 45.50 50.00 1.770 117.394 \$54.10 6,351.07 Invested a total of\$5,750.00
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33 54.10 50.00 0.924 118.318 \$54.23 6,416.86 and reinvested dividends of 442.81
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34 54.23 50.00 0.922 119.240 \$54.37 6,482.81 for a total cost basis of\$6,192.81
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35 54.37 0.3936 46.93 50.00 1.783 121.023 \$54.50 6,595.96 your capital gain would be 469.54
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36 54.50 50.00 0.917 121.940 \$54.64 6,662.35 and your total value would be\$6,662.35
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37 54.64 50.00 0.915 122.855 \$54.77 6,728.91
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38 54.77 0.4211 51.74 50.00 1.857 124.713 \$54.91 6,847.49
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39 54.91 50.00 0.911 125.623 \$55.04 6,914.50
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40 55.04 50.00 0.908 126.532 \$55.18 6,981.68
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41 55.18 0.4211 53.28 50.00 1.872 128.403 \$55.31 7,102.43
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42 55.31 50.00 0.904 129.307 \$55.45 7,170.07
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43 55.45 50.00 0.902 130.209 \$55.59 7,237.88 By the end of Year 4, you would have:
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44 55.59 0.4211 54.83 50.00 1.886 132.095 \$55.72 7,360.82 Invested a total of\$6,350.00
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45 55.72 50.00 0.897 132.992 \$55.86 7,429.10 and reinvested dividends of 659.04
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46 55.86 50.00 0.895 133.887 \$56.00 7,497.54 for a total cost basis of\$7,009.04
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47 56.00 0.4211 56.38 50.00 1.900 135.787 \$56.14 7,622.68 your capital gain would be 682.56
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48 56.14 50.00 0.891 136.678 \$56.28 7,691.60 and your total value would be\$7,691.60
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49 56.28 50.00 0.888 137.566 \$56.41 7,760.69
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50 56.41 0.4506 61.99 50.00 1.985 139.551 \$56.55 7,892.10
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51 56.55 50.00 0.884 140.435 \$56.69 7,961.68
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52 56.69 50.00 0.882 141.317 \$56.83 8,031.44
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53 56.83 0.4506 63.68 50.00 2.000 143.318 \$56.97 8,165.21
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54 56.97 50.00 0.878 144.195 \$57.11 8,235.47
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55 57.11 50.00 0.875 145.071 \$57.25 8,305.90 By the end of Year 5, you would have:
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56 57.25 0.4506 65.37 50.00 2.015 147.086 \$57.40 8,442.04 Invested a total of\$6,950.00
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57 57.40 50.00 0.871 147.957 \$57.54 8,512.98 and reinvested dividends of 917.13
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58 57.54 50.00 0.869 148.826 \$57.68 8,584.10 for a total cost basis of\$7,867.13
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59 57.68 0.4506 67.06 50.00 2.029 150.855 \$57.82 8,722.62 your capital gain would be 927.12
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60 57.82 50.00 0.865 151.720 \$57.96 8,794.25 and your total value would be\$8,794.25
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61 57.96 50.00 0.863 152.583 \$58.11 8,866.07
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62 58.11 0.4821 73.56 50.00 2.127 154.709 \$58.25 9,011.80
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63 58.25 50.00 0.858 155.567 \$58.39 9,084.15
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64 58.39 50.00 0.856 156.424 \$58.54 9,156.68
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65 58.54 0.4821 75.42 50.00 2.142 158.566 \$58.68 9,304.99
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66 58.68 50.00 0.852 159.418 \$58.83 9,378.06
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67 58.83 50.00 0.850 160.268 \$58.97 9,451.31 By the end of Year 6, you would have:
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68 58.97 0.4821 77.27 50.00 2.158 162.426 \$59.12 9,602.20 Invested a total of\$7,550.00
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69 59.12 50.00 0.846 163.272 \$59.26 9,676.01 and reinvested dividends of 1,222.51
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70 59.26 50.00 0.844 164.116 \$59.41 9,749.99 for a total cost basis of\$8,772.51
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71 59.41 0.4821 79.12 50.00 2.173 166.289 \$59.56 9,903.48 your capital gain would be 1,205.53
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72 59.56 50.00 0.840 167.129 \$59.70 9,978.03 and your total value would be\$9,978.03
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73 59.70 50.00 0.837 167.966 \$59.85 10,052.76
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74 59.85 0.5159 86.65 50.00 2.283 170.250 \$60.00 10,214.54
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75 60.00 50.00 0.833 171.083 \$60.15 10,289.86
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76 60.15 50.00 0.831 171.914 \$60.29 10,365.36
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77 60.29 0.5159 88.69 50.00 2.300 174.214 \$60.44 10,529.95
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78 60.44 50.00 0.827 175.042 \$60.59 10,606.04
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79 60.59 50.00 0.825 175.867 \$60.74 10,682.32 By the end of Year 7, you would have: