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Stage the capital.
See the income.
Turn a cash amount, execution cost, purchase schedule, share price, and dividend assumption into an editable DCA plan.
3-MONTH DCA PLAN
Follow the cash through the plan.
| Measure | Calculated result |
|---|---|
| Total cash available | KES 100,000.00 |
| Transaction-cost reserve | KES 2,056.81 |
| Monthly securities allocation | KES 32,647.73 |
| Monthly target for this counter | KES 6,529.55 |
| Estimated monthly share purchase | KES 6,523.70 |
| Uncommitted amount after whole shares | KES 5.85 |
| Gross annual dividend estimate | KES 1,068.96 |
| Dividend withholding estimate | KES 53.45 |
Follow the calculation
Investable securities equal total cash divided by one plus the transaction-cost rate. The monthly counter target is that amount divided by deployment months and multiplied by the target weight.
Whole shares use the floor of the target amount divided by price. Net annual dividend applies the dividend yield and then deducts the chosen withholding rate.
The DCA schedule is a planning structure. It makes the cash reserve, price assumption, whole-share rounding, and income estimate visible before each actual order is placed.
Take the research further.
Read the full NSE dividend-growth case, then use its companion formula workbook to vary allocation, price, cost, and dividend assumptions together.
Read the DCA research →