Position parameters
Enable margin loan
Borrow against equity to compound faster — increases risk
Summary
Ending Portfolio Value
—
—
Total Dividends Earned
—
—
Total Shares
Effective Annual Yield
—
vs stated rate
Portfolio value over time
Equity
Monthly breakdown
DRIP only
Margin detail
Margin loan vs dividend income — monthly
7.00% margin rate
| Month | Equity Value | Loan Balance | New Shares (loan) | Div Income | Interest Cost | Net (div - int) | Cum. Int. Paid |
|---|
Disclaimer: This tool is for personal tracking and illustrative purposes only. It assumes STRC trades at the entered par price throughout the period, dividends are reinvested immediately at par, and the margin rate is fixed. In practice, STRC's dividend rate resets monthly, share price may deviate from par, margin requirements can change at any time, and brokers may call the loan. This is not financial advice. Margin amplifies both gains and losses.