Portfolio dividend calculator — add your holdings
One ticker at a time is easy; a real portfolio is five or ten positions paying different yields on different schedules. Add yours below for the combined picture: total invested, blended yield, and the annual and monthly income the whole portfolio produces.
Your holdings
Yields are prefilled from each ticker's page and stay editable — a custom row lets you add anything we don't list. Monthly income is the annual total spread evenly; quarterly payers actually arrive in lumpier chunks.
Your portfolio’s blended yield
Nobody owns just one yield. A real portfolio is a shelf of positions at 1%, 3.5%, 9% — and the number that decides your income is the blended yield: total annual dividends divided by total value, weighted by position size.
Weight by dollars
A $1,000 position at 10% contributes $100 a year; a $20,000 position at 3% contributes $600. Averaging the percentages themselves gives a number your bank account would not recognise.
Big positions pull hardest
The blend follows the money. Rebalancing a large holding moves your income more than adding a small new one ever will.
Watch concentration
If one holding supplies most of the income, your cash flow has a single point of failure. Balance yielders with growers so income rises over time.
$20,000 at 3.5% = $700 of income a year
$10,000 at 9.0% = $900 of income a year
blended yield = $1,600 ÷ $30,000 = 5.33%
Notice the warning inside the example: the smaller position produces over half the income. A small high-yielder lifts the whole portfolio — and if its dividend is cut, the whole portfolio feels it. Use the projection button above to load your blended numbers into the main calculator and see the next 10–30 years.
Frequently asked questions
Quick answers about blended yield.
Why is my blended yield not just the average of my yields?
How many holdings should I add?
Can I compare two portfolios?
Related calculators
Put the blend to work.