|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
start |
Cap gain |
Div Yield |
Div In |
Investing |
|
|
|
|
|
|
|
|
$5,000.00 |
7.50% |
2.50% |
9.00% |
$5,000.00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Year |
Year |
Balance |
New Inv. |
|
Div |
|
|
|
|
|
|
|
0 |
01/01/2011 |
$5,000.00 |
$5,000.00 |
|
|
|
|
|
|
|
|
|
1 |
01/01/2012 |
$10,500.00 |
$5,125.00 |
30/06/2011 |
$125.00 |
|
|
|
|
|
|
|
2 |
01/01/2013 |
$16,551.88 |
$5,264.38 |
30/06/2012 |
$264.38 |
$128.13 |
|
|
|
|
|
|
3 |
01/01/2014 |
$23,213.04 |
$5,419.78 |
30/06/2013 |
$419.78 |
$131.61 |
|
|
|
|
|
|
4 |
01/01/2015 |
$30,547.07 |
$5,593.05 |
30/06/2014 |
$593.05 |
$135.49 |
|
|
|
|
|
|
5 |
01/01/2016 |
$38,624.36 |
$5,786.25 |
30/06/2015 |
$786.25 |
$139.83 |
|
|
|
|
|
|
6 |
01/01/2017 |
$47,522.86 |
$6,001.67 |
30/06/2016 |
$1,001.67 |
$144.66 |
|
|
|
|
|
|
7 |
01/01/2018 |
$57,328.94 |
$6,241.87 |
30/06/2017 |
$1,241.87 |
$150.04 |
|
|
|
|
|
|
8 |
01/01/2019 |
$68,138.29 |
$6,509.68 |
30/06/2018 |
$1,509.68 |
$156.05 |
|
|
|
|
|
|
9 |
01/01/2020 |
$80,056.95 |
$6,808.29 |
30/06/2019 |
$1,808.29 |
$162.74 |
|
|
|
|
|
|
10 |
01/01/2021 |
$86,061.22 |
|
30/06/2020 |
$2,141.25 |
$170.21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Year |
Year |
Balance |
New Inv. |
|
Div |
|
|
|
|
|
|
|
0 |
01/01/2011 |
$5,000.00 |
$5,000.00 |
|
|
|
|
|
|
|
|
|
1 |
01/01/2012 |
$10,500.00 |
$5,125.00 |
30/06/2011 |
$125.00 |
|
|
|
|
|
|
|
2 |
01/01/2013 |
$16,551.88 |
$5,264.38 |
30/06/2012 |
$264.38 |
$128.13 |
|
|
|
|
|
|
3 |
01/01/2014 |
$23,213.04 |
$5,419.78 |
30/06/2013 |
$419.78 |
$131.61 |
|
|
|
|
|
|
4 |
01/01/2015 |
$30,547.07 |
$5,593.05 |
30/06/2014 |
$593.05 |
$135.49 |
|
|
|
|
|
|
5 |
01/01/2016 |
$38,624.36 |
$5,786.25 |
30/06/2015 |
$786.25 |
$139.83 |
|
|
|
|
|
|
6 |
01/01/2017 |
$47,522.86 |
$6,001.67 |
30/06/2016 |
$1,001.67 |
$144.66 |
|
|
|
|
|
|
7 |
01/01/2018 |
$57,328.94 |
$6,241.87 |
30/06/2017 |
$1,241.87 |
$150.04 |
|
|
|
|
|
|
8 |
01/01/2019 |
$68,138.29 |
$6,509.68 |
30/06/2018 |
$1,509.68 |
$156.05 |
|
|
|
|
|
|
9 |
01/01/2020 |
$80,056.95 |
$6,808.29 |
30/06/2019 |
$1,808.29 |
$162.74 |
|
|
|
|
|
|
10 |
01/01/2021 |
$93,202.47 |
$7,141.25 |
30/06/2020 |
$2,141.25 |
$170.21 |
|
|
|
|
|
|
11 |
01/01/2022 |
$107,705.15 |
$7,512.49 |
30/06/2021 |
$2,512.49 |
$178.53 |
|
|
|
|
|
|
12 |
01/01/2023 |
$123,709.46 |
$7,926.43 |
30/06/2022 |
$2,926.43 |
$187.81 |
|
|
|
|
|
|
13 |
01/01/2024 |
$141,375.63 |
$8,387.97 |
30/06/2023 |
$3,387.97 |
$198.16 |
|
|
|
|
|
|
14 |
01/01/2025 |
$160,881.39 |
$8,902.58 |
30/06/2024 |
$3,902.58 |
$209.70 |
|
|
|
|
|
|
15 |
01/01/2026 |
$182,423.87 |
$9,476.38 |
30/06/2025 |
$4,476.38 |
$222.56 |
|
|
|
|
|
|
16 |
01/01/2027 |
$206,221.82 |
$10,116.16 |
30/06/2026 |
$5,116.16 |
$236.91 |
|
|
|
|
|
|
17 |
01/01/2028 |
$232,517.98 |
$10,829.52 |
30/06/2027 |
$5,829.52 |
$252.90 |
|
|
|
|
|
|
18 |
01/01/2029 |
$261,581.74 |
$11,624.91 |
30/06/2028 |
$6,624.91 |
$270.74 |
|
|
|
|
|
|
19 |
01/01/2030 |
$293,712.15 |
$12,511.78 |
30/06/2029 |
$7,511.78 |
$290.62 |
|
|
|
|
|
|
20 |
01/01/2031 |
$315,740.56 |
|
01/07/2030 |
$8,500.63 |
$312.79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|