STRK total return

An illustrative calculator for anyone considering Strategy's 8.00% Series A Perpetual Strike Preferred (STRK).

Illustrative · not investment advice
Scenario preset

BTC CAGR · first year
BTC CAGR · by Dec 2040

The rate fades linearly from the first-year rate to this one by Dec 31, 2040.

MSTR amplification of BTC

MSTR = today × (BTC ÷ BTC today)amp. Feeds the STRK conversion value.

Capital in

Horizon (end)
STRK buy price

Demanded STRK yield at end

Years to reach that yield

Credit claim = $8 ÷ demanded yield, gliding linearly from today's implied yield.

S&P 500 CAGR

Total return, index dividends reinvested.

Starting BTC price
Starting MSTR price
Dividend schedule

Daily dividends from 2027 are pending a shareholder vote (Strategy special meeting, Oct 28, 2026). Same $8/yr either way.

STRK dividends go to

Each dividend buys the chosen asset at its modelled price on the pay date.

Wealth paths

STRK by dividend destination

Same dollars in STRK, same assumptions. Only where the dividends go changes. Ending wealth at the horizon is on the right.

Year by year

Presets and method

The presets are simple, made-up starting points, not forecasts. Change any slider to make your own.

Illustrative only, not investment advice.

This is a toy model built on simple assumptions you control. It is not a forecast, a recommendation, or an offer to buy or sell any security. STRK dividends are paid only when, as and if declared, and STRK can fall in price. BTC and MSTR are highly volatile, and the real paths will not be smooth. No taxes, fees, spreads, call or redemption features are modelled. Not affiliated with Strategy Inc. Do your own research and consider professional advice.