DG Weighted Calculator
Professional Weighted Dividend Growth & Financial Metric Tool
Enter your portfolio assets below to calculate the aggregate dg weighted score (Dividend Growth or Daily Gain).
Weighted DG (Dividend Growth) Score
0.00%
Based on the weighted average formula: Σ (Value × DG) / Σ Total Value
$0.00
Total Portfolio Value
0.00%
Unweighted Average DG
0
Total Assets
| Asset Name | Value ($) | Weight (%) | DG Rate (%) | Weighted Contribution |
|---|
Figure 1: Allocation of Investment Value vs. DG Contribution
What is a DG Weighted Calculator?
A dg weighted calculator is a specialized financial tool used to determine the weighted average of a specific growth metric—most commonly Dividend Growth (DG) or Daily Gain—across a diversified portfolio. Unlike a simple average, which treats every asset equally regardless of investment size, a dg weighted calculator adjusts the impact of each asset based on its capital allocation.
Financial analysts and income investors use the dg weighted calculator to forecast future income streams more accurately. If a large portion of your portfolio is in a stock with high Dividend Growth (DG), your overall portfolio income will grow faster than if that high-DG stock were a minor holding. This calculator quantifies that exact relationship.
DG Weighted Calculator Formula
The core mathematics behind the dg weighted calculator relies on the weighted arithmetic mean. This ensures that assets with higher monetary value have a proportionally larger influence on the final result.
The Formula:
Weighted DG = Σ (Asset Value × Asset DG Rate) / Total Portfolio Value
Variables Explanation
| Variable | Meaning | Unit | Typical Range |
|---|---|---|---|
| Asset Value (V) | Current market value of the holding | Currency ($) | $100 – $1,000,000+ |
| DG Rate (R) | Dividend Growth Rate or Daily Gain | Percentage (%) | 0% – 20% |
| Weight (W) | Percentage of portfolio occupied by asset | Percentage (%) | 0% – 100% |
Practical Examples of DG Weighted Calculation
Example 1: High Growth vs. High Yield
Investor Sarah has two stocks. Stock A is worth $10,000 with a DG rate of 2% (slow grower). Stock B is worth $5,000 but has a DG rate of 12% (fast grower).
- Stock A: $10,000 × 2% = 200 (weighted points)
- Stock B: $5,000 × 12% = 600 (weighted points)
- Total Value: $15,000
- Total Points: 800
- Result: 800 / 15,000 = 5.33%
Even though Stock A is double the size, Stock B's high DG pulls the weighted average up significantly.
Example 2: Balanced Portfolio
John holds three assets for a total of $100,000. Asset 1 ($50k, 5% DG), Asset 2 ($30k, 7% DG), Asset 3 ($20k, 10% DG).
- Inputting these into the dg weighted calculator reveals a weighted score of 6.6%.
- A simple average would be (5+7+10)/3 = 7.33%, which is misleadingly high because the smallest asset had the highest rate. The weighted calculation provides the true financial picture.
How to Use This DG Weighted Calculator
- Enter Asset Name: Label your holding (e.g., "JNJ", "Apple", "Bond Fund") for clarity.
- Input Value ($): Enter the total current market value of that specific position.
- Input DG Rate (%): Enter the annualized Dividend Growth rate or the specific "DG" metric you are analyzing.
- Add Rows: Use the "Add Another Asset" button to include all holdings in your portfolio.
- Calculate: Click "Calculate Weighted DG" to see your aggregate score.
- Analyze Chart: Review the visual breakdown to see which assets are contributing most to your growth profile.
Key Factors That Affect DG Weighted Results
- Asset Allocation: The primary driver. Shifting capital from a low-DG asset to a high-DG asset increases the weighted score immediately.
- Company Performance: If underlying companies cut their dividends, the individual DG rate drops, lowering the portfolio average.
- Reinvestment: Reinvesting dividends increases the "Value" component, potentially shifting weights over time.
- Inflation: While not part of the formula, inflation erodes the real value of your DG score. A weighted DG of 2% in a 4% inflation environment results in negative real growth.
- Market Volatility: As stock prices fluctuate, the "Value" of assets changes daily, which dynamically alters the weightings even if you don't trade.
- Sector Rotation: Tech sectors often have high growth (high DG) but lower yields, while Utilities have low DG but high yields. Your sector mix dictates the ceiling of your dg weighted calculator result.
Frequently Asked Questions (FAQ)
1. What is the ideal DG weighted score?
Most dividend growth investors aim for a score between 6% and 10%. This typically outpaces inflation while maintaining sustainable payout ratios.
2. Can I use this for Daily Gain (DG) instead of Dividend Growth?
Yes. The math is identical. Simply enter your daily percentage gain in the "DG Rate" field to calculate your portfolio's weighted daily performance.
3. Does this calculator handle negative growth?
Yes. If a company cuts its dividend or you experience a daily loss, enter a negative number (e.g., -5). The calculator will accurately reduce the weighted average.
4. Why is the weighted result lower than my average rate?
This happens when your largest investments have the lowest growth rates. This is a common signal to rebalance your portfolio using the dg weighted calculator.
5. Is this different from a CAGR calculator?
Yes. CAGR measures return over time for one asset. This tool measures the aggregate characteristic (Growth Rate) of multiple assets at a single point in time.
6. How often should I calculate this?
Quarterly is recommended for dividend investors, or daily if using it for trading weighted gains.
7. What happens if I enter zero value?
An asset with $0 value has 0% weight and will not affect the result, effectively ignoring that entry.
8. Can I use this for bond yields?
Absolutely. You can replace "DG Rate" with "Yield to Maturity" to find the weighted average yield of a bond portfolio.
Related Tools and Internal Resources
- Dividend Yield Calculator – Calculate simple yields for individual stocks.
- Portfolio Tracker – Track your asset values in real-time.
- Compound Annual Growth Rate Tool – Analyze long-term performance.
- Inflation Adjustment Calculator – See how inflation impacts your DG.
- Investment Allocation Guide – Learn how to balance your portfolio weights.
- Risk Assessment Tool – Evaluate the volatility of your holdings.
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// FUNCTION: Remove Row
function removeRow(id) {
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if (row) {
row.parentNode.removeChild(row);
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// FUNCTION: Validate Input (Simple inline check)
function validateInput(input) {
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// FUNCTION: Reset
function resetCalculator() {
document.getElementById("asset-rows-container").innerHTML = "";
addAssetRow("Stock A", 10000, 5.5);
addAssetRow("Stock B", 5000, 8.2);
document.getElementById("results-area").style.display = "none";
}
// FUNCTION: Copy Results
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var total = document.getElementById("total-value").innerText;
var txt = "DG Weighted Calculator Results:\nWeighted Score: " + res + "\nTotal Portfolio Value: " + total;
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tempInput.select();
document.execCommand("copy");
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btn.innerText = "Copied!";
setTimeout(function(){ btn.innerText = originalText; }, 2000);
}
// CORE CALCULATION LOGIC
function calculateDG() {
var rows = document.getElementsByClassName("asset-row");
var totalValue = 0;
var weightedSum = 0;
var totalRateSum = 0;
var validItems = 0;
var breakdownData = [];
// 1. Iterate and Sum
for (var i = 0; i 0 ? (totalRateSum / validItems) : 0;
// 3. Update UI
document.getElementById("results-area").style.display = "block";
document.getElementById("main-result").innerText = weightedResult.toFixed(2) + "%";
document.getElementById("total-value").innerText = "$" + totalValue.toLocaleString(undefined, {minimumFractionDigits: 2, maximumFractionDigits: 2});
document.getElementById("avg-dg").innerText = averageResult.toFixed(2) + "%";
document.getElementById("asset-count").innerText = validItems;
// 4. Update Table
var tbody = document.getElementById("table-body");
tbody.innerHTML = "";
for (var j = 0; j < breakdownData.length; j++) {
var item = breakdownData[j];
var weight = (item.value / totalValue) * 100;
var weightedContrib = (item.value * item.rate) / totalValue; // How much this adds to the final %
var tr = document.createElement("tr");
tr.innerHTML =
"Invalid rate
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