FWIW

These are my estimates of the portfolio balance for some dates since 2006 spaced roughly quarterly, and the estimates of the forward one year cash dividends.
Note! That's quarterly dates, but anticipated one YEAR of dividends.

The dividend dollar amounts expected are just the balance on that date times the estimated forward yield at the date shown. The yields are calculated by actually running the screen on old Value Line export files, though I didn't do it for every single date.

The numbers are probably off by a bit, mainly because forward dividend yield figures are not always right. But the "real" figures are probably not too different. Except maybe the spring 2020 one, since the pandemic threw off dividends by quite a bit - lots of cuts.

              Capital    Fwd div
2006-07-03      10000        340
2006-10-02      10508        368
2007-01-03      11189        355
2007-04-02      11688        402
2007-07-02      12834        406
2007-10-01      12748        431
2008-01-07      11453        449
2008-04-07      11838        489
2008-07-08      11066        514
2008-10-06       9886        543
2009-01-05       9009        518
2009-04-06       8457        490
2009-07-07       9537        511
2009-10-05      11787        533
2010-01-05      13131        542
2010-04-06      13576        571
2010-07-06      12321        599
2010-10-04      13465        579
2011-01-03      14663        598
2011-04-04      15301        563
2011-07-05      15570        617
2011-10-03      13017        699
2012-01-03      14750        627
2012-04-02      15739        664
2012-07-02      15153        690
2012-10-01      15700        708
2013-01-07      16184        773
2013-04-02      18122        774
2013-07-01      18993        734
2013-10-07      19654        761
2014-01-06      21095        776
2014-04-07      21094        849
2014-07-08      22149        795
2014-10-06      21228        877
2015-01-05      21759        895
2015-04-07      22850        934
2015-07-07      21791        905
2015-10-05      20949        924
2016-01-05      20673        989
2016-04-04      21429       1064
2016-07-05      21823        939
2016-10-03      23172        935
2017-01-03      23759        938
2017-04-03      24704       1001
2017-07-03      25204       1015
2017-10-02      25423        953
2018-01-02      27587       1015
2018-04-03      26302       1116
2018-07-02      26685       1038
2018-10-01      27196       1046
2019-01-07      24775       1116
2019-04-01      27225       1194
2019-07-01      26346       1117
2019-10-07      25902       1183
2020-01-06      28111       1208
2020-04-06      19287       1837
2020-07-07      26401       1319
2020-10-05      29149       1352
2021-01-05      33496       1407
2021-04-06      38394       1436
2021-07-06      40615       1333
2021-10-04      39978       1456
2022-01-03      41789       1523
2022-04-04      40767       1642
2022-07-05      36599       1830
2022-10-03      34537       1818
2023-01-03      38092       1785
2023-04-03      39058       1761
2023-07-03      40251       1858
2023-10-02      38497       1884
2024-01-02      43934       2005
2024-04-02      45616       1998
2024-07-01      43078       1859
2024-10-07      46235       1940
2025-01-06      43570       1926

Jim

Mechanical Investing FAQ

---

Contact Shrewd'm
Contact the developer of these message boards.