Portfolio Forecast
Project your portfolio's future growth, value and dividend income.
Projected Portfolio Value
—
—
in 10 years
Estimated Gain
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Growth excluding contributions
Annualised Return (Assumption)
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Nominal annual return
Projected Dividend Income
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Annual income at end of forecast
Forecast Settings
1–30 years
New funds added at the end of each period
Assumed total return, including dividends
Part of total return, not additional to it
When disabled, dividends are withdrawn rather than reinvested. Total return includes dividends.
Enter your current total portfolio value
Forecasted Portfolio Value
Portfolio Value
Total Invested
Projected Milestones
| Year | Projected Value | Total Invested | Est. Gain | Est. Dividend Income / Year | Yield on Value |
|---|
Illustrative deterministic forecast only, not a prediction or financial advice. Returns are modelled monthly on the starting portfolio value and future contributions. The expected return includes dividend income, so reinvestment does not double-count dividends. Dividend withdrawals reduce ending value when DRIP is off. Taxes, fees, franking credits and exchange-rate changes are excluded.
Coming Soon
This page is a placeholder in the Forecast prototype. The full StudyStocks101 platform can be connected here later. Select
Forecast
to return to the interactive calculator.
