| Using Margin for Dividend Investing Calculator |
|
| My Complete Guide to Using Margin for Dividend Investing is available to everyone—absolutely free. It's packed with insights to help you understand how to responsibly and effectively use margin as part of your income strategy. But if you're ready to go further and want to track, analyze, and optimize your margin trades with precision, the Margin Dividend Investing Calculator is for you. This powerful tool is not free—but it's designed to pay for itself many times over by helping you manage risk, monitor dividends, and plan your trades with clarity. |
| - |
|
| The CPT Margin Calculator’s 'Initial Trade Setup' tab lets you structure your very first margin trade for dividend investing. Once you input all the relevant details, it automatically calculates your expected free and clear cash flow, giving you a clear picture of your potential income right from the start. | |
|
|
| |
|
.PNG) | The 'Margin Tracker' tab allows you to input all the details of the dividends you've collected from your margin-funded trades. It calculates how much you'll owe in taxes, the total cost of your margin interest, and provides a running total of your free and clear cash flow. This gives you a clear, real-time view of your trade’s true profitability while using margin. | |
|
|
| |
|
| The Tax Bucket tab - If you maintain a tax bucket where all your trading profits are set aside throughout the year, you can strategically go on margin to collect even more dividends. The Tax Bucket tab in the CPT Margin Calculator helps you calculate the potential impact of this approach, showing how much tax you may owe while factoring in your margin activity. It also serves as a worst-case scenario planning tool, helping you assess the risk and stay ahead of any unexpected tax obligations. | |
|
|
| |
|
| The Phone App - When you download the Smart Guide to Using Margin for Dividend Investing and Income, you’ll also gain access to a powerful companion mobile app. This app not only includes the complete guide but also unlocks exclusive videos that walk you through my entire documented journey—step by step. These insider videos provide valuable insights into every aspect of the process, helping you better understand how to implement this strategy with confidence and clarity. Whether you're just getting started or looking to refine your approach, this is your inside look at how margin and dividend investing can work together to generate real income. | |
|
|
|
|
|
.PNG){kind=small}
