Investment Portfolio Calculator

Amount to Invest (min $100):

Enter a numbered value greater than 100.

Average Annual Dividend Increase (%):

Enter a numbered value between 0 and 100.

Average Annual Equity Increase (%):

Enter a numbered value between 0 and 100.

Additional Monthly Contribution:

Enter a numbered value greater than or equal to 0.

Redistribution of Dividends

(M1 Finance Style) - Distribute cash and dividends (in a pot) to maintain respective percentages.

(DRIP Style) - Distribute cash to maintain respective percentages but reinvest dividends into their respective equity.

Symbol	Percent of Portfolio	Remove
	0% Percent must equal exactly 100%.