Holdings
SCHD
$33,448
991.93
29.1%
+69.2%
$33.72
SoFi
JEPI
$25,776
455.09
22.4%
+90.0%
$56.64
Schwab
XOM
$17,159
107.82
14.9%
+202.1%
$159.14
SoFi
YMAX
$10,987
1,397.81
9.5%
+8.2%
$7.86
Robinhood
BP
$10,624
245.63
9.2%
+124.0%
$43.25
E*TRADE
SOFI
$8,760
515.00
7.6%
+255.4%
$17.01
Mixed
MO
$8,375
122.01
7.3%
+114.7%
$68.64
Robinhood
Portfolio Allocation
Portfolio value
Dividend History (All)
Projected Income: $8,493.38
Your Stocks/ETFs:
SCHD ($33.72)
Value: $33,448
Shares: 991.9
DRIP Shares: 91.9
Return: $14,286 (69%)
Dividends: $3,745
FWD Income (1 yr): $1,004
JEPI ($56.64)
Value: $25,776
Shares: 455.1
DRIP Shares: 155.1
Return: $13,555 (90%)
Dividends: $11,606
FWD Income (1 yr): $2,026
XOM ($159.14)
Value: $17,159
Shares: 107.8
DRIP Shares: 17.8
Return: $12,329 (202%)
Dividends: $2,037
FWD Income (1 yr): $444
YMAX ($7.86)
Value: $10,987
Shares: 1,397.8
DRIP Shares: 598.8
Return: $1,185 (8%)
Dividends: $12,699
FWD Income (1 yr): $4,216
BP ($43.25)
Value: $10,624
Shares: 245.6
DRIP Shares: 45.6
Return: $5,951 (124%)
Dividends: $1,708
FWD Income (1 yr): $511
SOFI ($17.01)
Value: $8,760
Shares: 515.0
DRIP Shares: 0.0
Return: $6,295 (255%)
Dividends: $0
FWD Income (1 yr): $0
MO ($68.64)
Value: $8,375
Shares: 122.0
DRIP Shares: 22.0
Return: $4,475 (115%)
Dividends: $1,260
FWD Income (1 yr): $542
Projected Portfolio Dividend Payments (Next 12 Months)
| Month | Ticker | Shares | Div/Share | Est. Div | Cumulative |
|---|---|---|---|---|---|
| 2026-09 | XOM | 107.8 | $1.030 | $111 | $111 |
| 2026-09 | MO | 122.0 | $1.110 | $135 | $246 |
| 2026-09 | SCHD | 991.9 | $0.253 | $251 | $497 |
| 2026-09 | BP | 245.6 | $0.520 | $128 | $625 |
| 2026-09 | JEPI | 455.1 | $0.371 | $169 | $794 |
| 2026-09 | YMAX | 1,397.8 | $0.073 | $103 | $896 |
| 2026-10 | JEPI | 455.1 | $0.371 | $169 | $1,065 |
| 2026-10 | YMAX | 1,397.8 | $0.251 | $351 | $1,417 |
| 2026-11 | JEPI | 455.1 | $0.371 | $169 | $1,585 |
| 2026-11 | YMAX | 1,397.8 | $0.251 | $351 | $1,937 |
| 2026-12 | XOM | 107.8 | $1.030 | $111 | $2,048 |
| 2026-12 | MO | 122.0 | $1.110 | $135 | $2,183 |
| 2026-12 | SCHD | 991.9 | $0.253 | $251 | $2,434 |
| 2026-12 | BP | 245.6 | $0.520 | $128 | $2,562 |
| 2026-12 | JEPI | 455.1 | $0.371 | $169 | $2,731 |
| 2026-12 | YMAX | 1,397.8 | $0.251 | $351 | $3,082 |
| 2027-01 | JEPI | 455.1 | $0.371 | $169 | $3,251 |
| 2027-01 | YMAX | 1,397.8 | $0.251 | $351 | $3,602 |
| 2027-02 | JEPI | 455.1 | $0.371 | $169 | $3,771 |
| 2027-02 | YMAX | 1,397.8 | $0.251 | $351 | $4,122 |
| 2027-03 | XOM | 107.8 | $1.030 | $111 | $4,233 |
| 2027-03 | MO | 122.0 | $1.110 | $135 | $4,369 |
| 2027-03 | SCHD | 991.9 | $0.253 | $251 | $4,620 |
| 2027-03 | BP | 245.6 | $0.520 | $128 | $4,747 |
| 2027-03 | JEPI | 455.1 | $0.371 | $169 | $4,916 |
| 2027-03 | YMAX | 1,397.8 | $0.251 | $351 | $5,268 |
| 2027-04 | JEPI | 455.1 | $0.371 | $169 | $5,436 |
| 2027-04 | YMAX | 1,397.8 | $0.251 | $351 | $5,788 |
| 2027-05 | JEPI | 455.1 | $0.371 | $169 | $5,957 |
| 2027-05 | YMAX | 1,397.8 | $0.251 | $351 | $6,308 |
| 2027-06 | XOM | 107.8 | $1.030 | $111 | $6,419 |
| 2027-06 | MO | 122.0 | $1.110 | $135 | $6,554 |
| 2027-06 | SCHD | 991.9 | $0.253 | $251 | $6,805 |
| 2027-06 | BP | 245.6 | $0.520 | $128 | $6,933 |
| 2027-06 | JEPI | 455.1 | $0.371 | $169 | $7,102 |
| 2027-06 | YMAX | 1,397.8 | $0.251 | $351 | $7,453 |
| 2027-07 | JEPI | 455.1 | $0.371 | $169 | $7,622 |
| 2027-07 | YMAX | 1,397.8 | $0.251 | $351 | $7,973 |
| 2027-08 | JEPI | 455.1 | $0.371 | $169 | $8,142 |
| 2027-08 | YMAX | 1,397.8 | $0.251 | $351 | $8,493 |
| TOTAL | $8,493 | – | |||
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