STRC · SATA · Portfolio Modelling
Dividend
Calculator
Model how a portfolio in STRC, SATA, or a rotation strategy develops over time — with and without dividend reinvestment. Rates are variable in practice; this calculator uses constant rates as a baseline projection.
Parameters
Initial Investment
$
Period
years
STRC Rate (Annual)
%
SATA Rate (Annual)
%
Share Price (Par)
$
STRC · Strategy
Strategy's perpetual preferred stock. Monthly cash dividends at a variable rate targeting ~$100 par. Ex-dividend around the 15th of each month.
SATA · Strive
Strive's perpetual preferred stock. Higher variable rate targeting ~$100 par. Ex-dividend around the 1st of each month — offset from STRC by ~2 weeks.
Rotation Strategy
Rotate between STRC and SATA around each ex-dividend date to capture both monthly dividends on the same capital. Combined yield of the two rates.
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Enter your parameters above and click Calculate
Important Disclaimer: This calculator is provided for informational and illustrative purposes only. It does not constitute financial, investment, or tax advice. STRC and SATA are variable-rate preferred stocks — actual dividend rates will change monthly and may be significantly different from those used in this projection. Both instruments carry risks including potential loss of principal. Past dividend rates are not indicative of future rates. The rotation strategy involves transaction costs not modeled here. Always consult a qualified financial advisor before making investment decisions. 21 Squared accepts no liability for decisions made based on this tool.