![]() When you choose to model periodic investments, the tool in shorthand invests every 1, 7, 30, or 365 days, respectively. All other prices in the tool, such as the final portfolio value and daily updates, are based on close price. Where the tool sees a dividend, it invests at the daily open price. ![]() The tool attempts to time dividends based upon the ex-dividend date of stocks in our database. How do the periodic stock investments work? Note – if you are on desktop – you can drag over the graph to see the value of the portfolio on any day. Graph: The value of the stock investment over time.(Also see our compound annual growth calculator) Annual Return: Our estimate to the annual percentage return by the investment, including dollar cost averaging.Final Value ($): The value of the investment on the 'Ending Date'.Results of the total return calculator for an investment (Such as in a DRIP or Dividend Reinvestment Plan) Regular Amount: The amount invested every period selected from the left pull-down below it."Monthly": If you are simulating periodic investments, select how often you would have invested in the stock.Periodic Investments: Select the box to create a reinvestment scenario for a given ticker.If you choose to simulate periodic investments, they will be added as well. Show Events: Check the box for a listing of every dividend on that ticker in our database.Advanced Dividend and Periodic Investment Options Advanced options concentrating on dividend events and periodic investmentsĬlick the 'Toggle Advanced' button to open the advanced stock options panel. Check carefully after modeling a scenario. ° Depending on the stock data, we might adjust the starting and ending date. Ending Date: Enter when an investment was sold*.Starting Date: Enter when an investment was first made*.Starting Amount ($): Enter an initial investment amount, in dollars. ![]()
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