Annual estimate
Portfolio value × annual dividend yield.
A free tool from Asset Companion
Dividend income,
made understandable.
Estimate what a portfolio could produce at a chosen dividend yield—or the portfolio value an income target would require.
- No account needed
- Nothing leaves your browser
- Clear assumptions
Illustrative dividend income
£1,000.00per year
Monthly equivalent£83.33
Weekly equivalent£19.23
Portfolio required at 4.0%£150,000.00
Illustration only. Dividends can change or stop and are not guaranteed. Figures exclude tax, fees, currency movements and changes in investment value.
Turn an estimate into a clear portfolio view
See recorded income, upcoming declared payments and estimates separately.
Asset Companion helps you understand where dividend figures come from instead of presenting every number as equally certain.
How the calculation works
Monthly and weekly
The annual estimate divided by 12 or 52. Actual payments rarely arrive evenly.
Target portfolio
Annual income target ÷ chosen yield. It is a mathematical illustration, not a recommendation.