Dividend Income Tracker — Payment Calendar, DRIP Compounding, Yield on Cost & 10-Year Projection (Excel, 10 tabs)

This is a full dividend income model: what you earn, when it lands, how fast it grows, and what reinvestment turns it into over 20 years. Everything is calculated live — no external data feeds, no add-ins, no subscription.

What's Inside (10 Tabs)

• Dashboard: Total dividend income, forward yield, yield on cost, and 12-month projection at a glance.


• Holdings: 18 positions in the sample, fully editable (individual stocks, ETFs, REITs).


• Payment Calendar: Month-by-month expected dividends across the year.


• Dividend Growth Rate: 1-year, 3-year, and 5-year blended growth per position.


• DRIP Compounding: Reinvestment projected over 20 years with compounding math visible.


• Tax-Adjusted Yield: Separate treatment for qualified dividends, ordinary dividends, and REIT distributions.


• Sector Concentration: Allocation and concentration risk by sector.


• 10-Year Projection: Annual dividend income projection with growth scenarios.


• Aristocrats Tracking: Identify dividend aristocrats and kings in your portfolio.


• Formulas Explained: Every calculation documented, no hidden macros.

1,015 live formulas — the most detailed model in my catalogue. Every input is editable, every metric is calculated in front of you.

Who It's For

• Dividend investors.


• Income-focused retirees.


• Anyone building a passive income stream and wanting to see the compounding math instead of trusting it blindly.


• Financial advisors building dividend-focused portfolios for clients.

Who It's Not For

• Growth-only investors.


• Options traders.


• Quant models.
  
  

Delivery & Background

Delivered as a clean .xlsx file. Built by a management controller with 10+ years in a top-15 global pharmaceutical group, and an active dividend investor.