NDAA dividend calculator

Project income and DRIP growth for Ned Davis Research 360 Dynamic Allocation ETF, prefilled with its 2.41% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$223,785
after 20 years
Income in year 20
$2,928
$244/month avg
You contributed
$130,000
of your own money
Dividends received
$33,384
total, over 20 years
Yield on cost
2.3%
final year
Growth on top of contributions
$93,785
value minus contributions
$0$0k$1,610$123k$3,221$246kYear 1: $322 incomeYear 2: $471 incomeYear 3: $620 incomeYear 4: $768 incomeYear 5: $914 incomeYear 6: $1,059 incomeYear 7: $1,203 incomeYear 8: $1,346 incomeYear 9: $1,487 incomeYear 10: $1,626 incomeYear 11: $1,764 incomeYear 12: $1,901 incomeYear 13: $2,035 incomeYear 14: $2,168 incomeYear 15: $2,299 incomeYear 16: $2,429 incomeYear 17: $2,556 incomeYear 18: $2,682 incomeYear 19: $2,806 incomeYear 20: $2,928 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of NDAA for monthly income?

Monthly incomeShares neededCapital at $24.44
$1002,038$49,803
$2505,094$124,482
$50010,187$248,940
$1,00020,374$497,879
$3,00061,121$1,493,614

At NDAA's forward payout of $0.589 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,724$322$3222.0%
2$22,000$23,801$471$7932.1%
3$28,000$31,242$620$1,4132.2%
4$34,000$39,056$768$2,1812.3%
5$40,000$47,253$914$3,0952.3%
6$46,000$55,844$1,059$4,1542.3%
7$52,000$64,838$1,203$5,3572.3%
8$58,000$74,248$1,346$6,7032.3%
9$64,000$84,082$1,487$8,1892.3%
10$70,000$94,354$1,626$9,8162.3%
11$76,000$105,074$1,764$11,5802.3%
12$82,000$116,254$1,901$13,4802.3%
13$88,000$127,907$2,035$15,5152.3%
14$94,000$140,044$2,168$17,6842.3%
15$100,000$152,679$2,299$19,9832.3%
16$106,000$165,824$2,429$22,4122.3%
17$112,000$179,493$2,556$24,9682.3%
18$118,000$193,700$2,682$27,6502.3%
19$124,000$208,459$2,806$30,4562.3%
20$130,000$223,785$2,928$33,3842.3%

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.