ASGM dividend calculator

Project income and DRIP growth for Virtus AlphaSimplex Global Macro ETF, prefilled with its 3.64% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$249,836
after 20 years
Income in year 20
$4,918
$410/month avg
You contributed
$130,000
of your own money
Dividends received
$54,356
total, over 20 years
Yield on cost
3.8%
final year
Growth on top of contributions
$119,836
value minus contributions
$0$0k$2,705$137k$5,410$275kYear 1: $488 incomeYear 2: $721 incomeYear 3: $955 incomeYear 4: $1,190 incomeYear 5: $1,426 incomeYear 6: $1,662 incomeYear 7: $1,899 incomeYear 8: $2,136 incomeYear 9: $2,372 incomeYear 10: $2,609 incomeYear 11: $2,845 incomeYear 12: $3,080 incomeYear 13: $3,314 incomeYear 14: $3,548 incomeYear 15: $3,780 incomeYear 16: $4,011 incomeYear 17: $4,240 incomeYear 18: $4,468 incomeYear 19: $4,694 incomeYear 20: $4,918 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of ASGM for monthly income?

Monthly incomeShares neededCapital at $33.09
$100998$33,025
$2502,494$82,528
$5004,988$165,057
$1,0009,976$330,114
$3,00029,926$990,275

At ASGM's forward payout of $1.203 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,892$488$4883.1%
2$22,000$24,228$721$1,2093.3%
3$28,000$32,022$955$2,1643.4%
4$34,000$40,288$1,190$3,3533.5%
5$40,000$49,042$1,426$4,7793.6%
6$46,000$58,298$1,662$6,4413.6%
7$52,000$68,073$1,899$8,3403.7%
8$58,000$78,382$2,136$10,4753.7%
9$64,000$89,241$2,372$12,8483.7%
10$70,000$100,665$2,609$15,4563.7%
11$76,000$112,672$2,845$18,3013.7%
12$82,000$125,279$3,080$21,3813.8%
13$88,000$138,502$3,314$24,6963.8%
14$94,000$152,358$3,548$28,2433.8%
15$100,000$166,867$3,780$32,0243.8%
16$106,000$182,045$4,011$36,0353.8%
17$112,000$197,912$4,240$40,2753.8%
18$118,000$214,487$4,468$44,7433.8%
19$124,000$231,788$4,694$49,4373.8%
20$130,000$249,836$4,918$54,3563.8%

Dividend calculator FAQ

What is DRIP?

DRIP stands for dividend reinvestment plan. Instead of taking dividends as cash, each payment automatically buys more shares, so the next payment is larger. Over years this compounding is the main engine of a dividend portfolio.

What is yield on cost?

Yield on cost is the dividends you receive in a year divided by what you originally paid, not the current price. A stock bought at a 3% yield whose dividend has doubled now pays 6% on your original cost.

Is this projection a guarantee?

No. The calculator assumes constant yield, growth and reinvestment and ignores taxes, fees and the chance of a dividend cut. Real results will differ. Treat it as a planning range, not a promise.

Should I use forward or trailing yield?

The per-ticker calculator prefills the forward yield (the indicated annual rate divided by price) because it reflects the current payout. You can override any input.

Projections assume constant yield and growth and ignore taxes, fees and dividend cuts. For education only, not investment advice.