RISR dividend calculator

Project income and DRIP growth for FolioBeyond Alternative Income and Interest Rate Hedge ETF, prefilled with its 5.87% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$307,758
after 20 years
Income in year 20
$9,731
$811/month avg
You contributed
$130,000
of your own money
Dividends received
$101,431
total, over 20 years
Yield on cost
7.5%
final year
Growth on top of contributions
$177,758
value minus contributions
$0$0k$5,352$169k$10,704$339kYear 1: $795 incomeYear 2: $1,192 incomeYear 3: $1,600 incomeYear 4: $2,019 incomeYear 5: $2,447 incomeYear 6: $2,885 incomeYear 7: $3,332 incomeYear 8: $3,787 incomeYear 9: $4,250 incomeYear 10: $4,721 incomeYear 11: $5,199 incomeYear 12: $5,684 incomeYear 13: $6,174 incomeYear 14: $6,670 incomeYear 15: $7,171 incomeYear 16: $7,676 incomeYear 17: $8,186 incomeYear 18: $8,698 incomeYear 19: $9,213 incomeYear 20: $9,731 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of RISR for monthly income?

Monthly incomeShares neededCapital at $36.60
$100559$20,459
$2501,398$51,167
$5002,795$102,297
$1,0005,590$204,594
$3,00016,768$613,709

At RISR's forward payout of $2.147 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$17,204$795$7955.0%
2$22,000$25,027$1,192$1,9875.4%
3$28,000$33,500$1,600$3,5875.7%
4$34,000$42,653$2,019$5,6065.9%
5$40,000$52,515$2,447$8,0536.1%
6$46,000$63,118$2,885$10,9386.3%
7$52,000$74,493$3,332$14,2706.4%
8$58,000$86,672$3,787$18,0576.5%
9$64,000$99,687$4,250$22,3076.6%
10$70,000$113,571$4,721$27,0286.7%
11$76,000$128,358$5,199$32,2286.8%
12$82,000$144,080$5,684$37,9126.9%
13$88,000$160,773$6,174$44,0867.0%
14$94,000$178,470$6,670$50,7567.1%
15$100,000$197,207$7,171$57,9277.2%
16$106,000$217,020$7,676$65,6047.2%
17$112,000$237,944$8,186$73,7897.3%
18$118,000$260,017$8,698$82,4877.4%
19$124,000$283,275$9,213$91,7017.4%
20$130,000$307,758$9,731$101,4317.5%

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.