Enhanced Stock Investment Calculator

Calculate stock investment returns with dividend analysis and risk metrics

Holding Period (Years)

Risk-Free Rate (%)

Market Return (%)

Portfolio Examples

AAPL

Symbol

Shares

Buy Price ($)

Current Price ($)

Dividend Yield (%)

Dividend Growth (%)

Beta

Sector

MSFT

Symbol

Shares

Buy Price ($)

Current Price ($)

Dividend Yield (%)

Dividend Growth (%)

Beta

Sector

JNJ

Symbol

Shares

Buy Price ($)

Current Price ($)

Dividend Yield (%)

Dividend Growth (%)

Beta

Sector

About Stock Investment Analysis

Risk Metrics

• Beta: Market sensitivity
• Sharpe Ratio: Risk-adjusted return
• Volatility: Price fluctuation
• Max Drawdown: Worst decline

Investment Strategy

• Diversify across sectors
• Consider dividend income
• Monitor risk metrics
• Rebalance regularly