Stock Return Calculator

Stock Investment Analysis

Purchase Price per Share ($)Price you bought the stock at

Target/Current Price per Share ($)Expected selling price or current market price

Number of SharesQuantity of shares owned

Holding Period (Months)How long you plan to hold/held the stock

Annual Dividend per Share ($)Yearly dividend income per share (optional)

Brokerage Fee ($)Total transaction costs (buy + sell)

How to Use

Stock Return Analysis

Analyze potential returns from stock investments including capital gains, dividends, and various price scenarios to make informed investment decisions.

Key Metrics Explained

Capital Gain: Profit/loss from stock price appreciation
Dividend Yield: Annual dividend income as % of investment
Total Return: Capital gains + dividend income
Annualized Return: Average yearly return over holding period
Break-even Price: Stock price needed to recover investment

Stock Categories in United States

BlueChip Stocks

Large, established companies with stable earnings

Expected Return: 8-12% annuallyRisk Level: Low to Medium

Examples: Apple (AAPL), Microsoft (MSFT), Johnson & Johnson (JNJ), Coca-Cola (KO)

MidCap Stocks

Medium-sized companies with growth potential

Expected Return: 12-18% annuallyRisk Level: Medium

Examples: Chipotle (CMG), Roku (ROKU), Square (SQ), Zoom (ZM)

SmallCap Stocks

Smaller companies with high growth potential

Expected Return: 15-25% annuallyRisk Level: High

Examples: Small-cap ETFs, Russell 2000 components, Emerging growth stocks

Dividend Stocks

Companies that regularly pay dividends

Expected Return: 6-10% annually + dividendsRisk Level: Low to Medium

Examples: Dividend Kings, REITs, Utility stocks, Consumer staples

Risk Management

Never invest more than 5-10% in a single stock
Set stop-loss orders at 8-10% below purchase price
Use position sizing based on risk tolerance
Review and rebalance portfolio quarterly

Tax Implications in United States

Short-term (Less than 1 year): Ordinary income tax rates (10-37%)
Long-term (More than 1 year): 0%, 15%, or 20% - Based on income level
Dividend Tax: Qualified dividends taxed at capital gains rates
Transaction Costs: SEC fee: $5.10 per $1 million of transaction value

Regional Investment Tips

Diversify across different sectors and company sizes
Consider dollar-cost averaging for regular investments
Hold quality stocks for at least 3-5 years for long-term gains
Use stop-loss orders to limit downside risk
Research company fundamentals before investing
Monitor quarterly earnings and company news

Try Sample Calculation

Click "Load Sample" to analyze 100 shares of a stock bought at $100, targeting $150 over 2 years with $4 annual dividend.