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Home › Calculator › HELS Dividend Calculator 2026
Hedgeye 130/30 Equity ETF · AMEX
Price: $24.80 · Annual div: $0.00/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
HELS is not a dividend-focused stock
HELS pays a very low or no dividend (Yield: 0.02%). This calculator is designed for income-producing assets. If your goal is passive income and compounding, you might want to look at these popular alternatives:
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in HELS → $10.0K in 10 years · $0.15/month
HELS actively invests up to 130% of net assets in long positions and 30% in short positions, primarily in US-listed equities. Portfolio construction leverages proprietary fundamental research and risk signals, aligning position size and duration with signal strength across individual trades, trends, and time horizons. The funds adviser selects companies considered to have sustainable competitive advantages and positive change catalysts, such as accelerating sales, cyclical recoveries, operational improvements, and capital structure enhancements. Short positions target companies with negative attributes like declining sales or weak financials. The portfolio typically holds 3050 longs and 1530 shorts, using risk management techniques for diversification. The fund may invest in ADRs, ETFs, derivatives, and securities lending intending to deliver more efficient risk/return characteristics than long-only funds.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open HELS position with:
Real after-tax yield depends on where you live and how you hold HELS.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 0.02% | -2.78% | $2 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 0.02% | -2.78% | $2 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 0.02% | -2.78% | $2 / yr |
| 🇬🇧 UK ISA | 0% | 0.02% | -2.78% | $2 / yr |
| 🇬🇧 UK Taxable | 8.75% | 0.02% | -2.78% | $2 / yr |
| 🇨🇦 TFSA | 0% | 0.02% | -2.78% | $2 / yr |
| 🇨🇦 CA Taxable | 25% | 0.01% | -2.78% | $1 / yr |
| 🇦🇺 Super (pension) | 15% | 0.02% | -2.78% | $2 / yr |
| 🇦🇺 AU Taxable | 30% | 0.01% | -2.79% | $1 / yr |
| 🇩🇪 DE Taxable | 26.375% | 0.01% | -2.79% | $1 / yr |
| 🇫🇷 FR Taxable | 30% | 0.01% | -2.79% | $1 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
HELS pays quarterly — 4 times per year. Next ex-div: TBD.
How HELS compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for HELS sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the HELS dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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