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Projected Passive Income
Monthly
$343.79
Weekly
$79.34
Daily
$11.30
Portfolio Value
$71,669
Total P&L
$49,130 (+124.8%)
Total Dividends
$16,356
12-mo FWD Income
$4,125
FWD Yield
5.76%
Yield-on-Cost
10.48%

Dividend History (All)

Projected Income: $4,125.49

Projected Portfolio Dividend Payments (Next 12 Months)

MonthTickerSharesDiv/ShareEst. AmountCumulative
2025-12 SCHD 589.91 $0.260 $153.61 $153.61
2025-12 BP 236.29 $0.494 $116.78 $270.39
2026-01 MO 114.24 $1.060 $121.10 $391.49
2026-01 JEPI 477.63 $0.371 $177.01 $568.49
2026-02 JEPI 477.63 $0.371 $177.01 $745.50
2026-03 XOM 105.69 $1.030 $108.86 $854.36
2026-03 SCHD 589.91 $0.260 $153.61 $1,007.98
2026-03 BP 236.29 $0.494 $116.78 $1,124.75
2026-03 JEPI 477.63 $0.371 $177.01 $1,301.76
2026-04 MO 114.24 $1.060 $121.10 $1,422.86
2026-04 JEPI 477.63 $0.371 $177.01 $1,599.87
2026-05 JEPI 477.63 $0.371 $177.01 $1,776.87
2026-06 XOM 105.69 $1.030 $108.86 $1,885.74
2026-06 SCHD 589.91 $0.260 $153.61 $2,039.35
2026-06 BP 236.29 $0.494 $116.78 $2,156.13
2026-06 JEPI 477.63 $0.371 $177.01 $2,333.13
2026-07 MO 114.24 $1.060 $121.10 $2,454.23
2026-07 JEPI 477.63 $0.371 $177.01 $2,631.24
2026-08 JEPI 477.63 $0.371 $177.01 $2,808.24
2026-09 XOM 105.69 $1.030 $108.86 $2,917.11
2026-09 SCHD 589.91 $0.260 $153.61 $3,070.72
2026-09 BP 236.29 $0.494 $116.78 $3,187.50
2026-09 JEPI 477.63 $0.371 $177.01 $3,364.50
2026-10 MO 114.24 $1.060 $121.10 $3,485.60
2026-10 JEPI 477.63 $0.371 $177.01 $3,662.61
2026-11 JEPI 477.63 $0.371 $177.01 $3,839.62
2026-12 XOM 105.69 $1.030 $108.86 $3,948.48
2026-12 JEPI 477.63 $0.371 $177.01 $4,125.49
TOTAL $4,125.49 –

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