Plan dividend income from the holdings you already own

This dividend FIRE calculator estimates how much net annual and average monthly distribution income your portfolio might produce, and in which projection year that estimate could reach a monthly income goal you choose. It works from your own share counts, prices, and yield estimates, in USD, with optional approximate KRW equivalents.

How it works

  1. Enter your holdings. Add each ticker with shares, USD price per share, and an estimated annual yield.
  2. Set your plan. Choose a monthly net income goal and a monthly contribution. Optionally adjust withholding, price growth, distribution growth, horizon (up to 30 years), and reinvestment.
  3. See the projection. Review estimated income today, the first year at your goal, a chart, and a year-by-year table.

Methodology

Worked example

A $10,000 portfolio with a 4% estimated yield gives $400 gross annual distributions. With 15% illustrative withholding, net annual income is $340, or about $28.33 per month on average.

This is arithmetic on assumptions, not a guaranteed return. Real yields, prices, and taxes change.

Frequently asked questions

What is dividend FIRE?

Dividend FIRE (financial independence, retire early) is a planning approach where the goal is for portfolio distributions to cover a chosen share of living costs. This tool only estimates distribution income; it does not assess whether that income is enough to retire.

Where do I find a holding's annual yield?

Fund providers and brokerages usually publish a trailing or distribution yield. Yields vary over time, so treat any number you enter as an estimate.

Why is monthly income an average?

The calculator models distributions annually and divides by 12. Actual payments may be monthly, quarterly, or irregular, and amounts can vary.

Does the KRW option change the projection?

No. Calculations run in USD. The KRW display multiplies USD figures by a rate you enter; it is not a live exchange rate.

Is the withholding figure my real tax?

No. It is a single illustrative percentage. Your actual tax depends on your country, account type, and treaties. Consult a qualified tax professional.

Limitations and privacy

Projections are illustrative and depend entirely on your inputs. They exclude inflation, fees, market volatility, dividend cuts, and payment timing. This is not financial or tax advice.

Your holdings and assumptions are stored in your browser's localStorage on this device. The calculator does not send them to our server. Clearing browser data removes them. This site uses Google Analytics to measure visits and usage.

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