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DEMO PORTFOLIO - Projected Income
Monthly
$876
Weekly
$202
Daily
$29
Portfolio Value
$89,413
Total P&L
$38,529 (+49.4%)
Total Dividends
$26,056
12-mo FWD Income
$10,515
FWD Yield
11.8%
Yield-on-Cost
13.5%

Dividend History (All)

Projected Income: $10,015.62


Your Stocks/ETFs:

Projected Portfolio Dividend Payments (Next 12 Months)

MonthTickerSharesDiv/ShareEst. DivCumulative
2026-01 JEPI 481.2 $0.427 $206 $206
2026-01 MO 116.3 $1.060 $123 $329
2026-01 YMAX 1,397.9 $0.000 $0 $329
2026-02 JEPI 481.2 $0.427 $206 $534
2026-02 YMAX 1,397.9 $0.357 $499 $1,033
2026-03 BP 239.7 $0.494 $118 $1,152
2026-03 JEPI 481.2 $0.427 $206 $1,357
2026-03 SCHD 589.9 $0.278 $164 $1,522
2026-03 XOM 105.7 $1.030 $109 $1,630
2026-03 YMAX 1,397.9 $0.357 $499 $2,130
2026-04 JEPI 481.2 $0.427 $206 $2,335
2026-04 MO 116.3 $1.060 $123 $2,458
2026-04 YMAX 1,397.9 $0.357 $499 $2,958
2026-05 JEPI 481.2 $0.427 $206 $3,163
2026-05 YMAX 1,397.9 $0.357 $499 $3,662
2026-06 BP 239.7 $0.494 $118 $3,781
2026-06 JEPI 481.2 $0.427 $206 $3,986
2026-06 SCHD 589.9 $0.278 $164 $4,150
2026-06 XOM 105.7 $1.030 $109 $4,259
2026-06 YMAX 1,397.9 $0.357 $499 $4,758
2026-07 JEPI 481.2 $0.427 $206 $4,964
2026-07 MO 116.3 $1.060 $123 $5,087
2026-07 YMAX 1,397.9 $0.357 $499 $5,586
2026-08 JEPI 481.2 $0.427 $206 $5,792
2026-08 YMAX 1,397.9 $0.357 $499 $6,291
2026-09 BP 239.7 $0.494 $118 $6,409
2026-09 JEPI 481.2 $0.427 $206 $6,615
2026-09 SCHD 589.9 $0.278 $164 $6,779
2026-09 XOM 105.7 $1.030 $109 $6,888
2026-09 YMAX 1,397.9 $0.357 $499 $7,387
2026-10 JEPI 481.2 $0.427 $206 $7,592
2026-10 MO 116.3 $1.060 $123 $7,716
2026-10 YMAX 1,397.9 $0.357 $499 $8,215
2026-11 JEPI 481.2 $0.427 $206 $8,420
2026-11 YMAX 1,397.9 $0.357 $499 $8,920
2026-12 BP 239.7 $0.494 $118 $9,038
2026-12 JEPI 481.2 $0.427 $206 $9,244
2026-12 SCHD 589.9 $0.278 $164 $9,408
2026-12 XOM 105.7 $1.030 $109 $9,516
2026-12 YMAX 1,397.9 $0.357 $499 $10,016
TOTAL $10,016

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