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DEMO PORTFOLIO - Projected Income
Monthly
$729
Weekly
$168
Daily
$24
Portfolio Value
$115,128
Total P&L
$58,077 (+86.0%)
Total Dividends
$33,053
12-mo FWD Income
$8,742
FWD Yield
8.2%
Yield-on-Cost
13.4%

Portfolio Allocation

Cost Basis: $66,875
DRIP Value: $22,912
Total Dividends: $33,053
Unrealized G/L: +$48,253
Realized G/L: +$463
CAGR:

Portfolio value

Dividend History (All)

Projected Income: $8,493.38


Your Stocks/ETFs:

Projected Portfolio Dividend Payments (Next 12 Months)

MonthTickerSharesDiv/ShareEst. DivCumulative
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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Track Your Dividend Portfolio with DRIPTracker

Take control of your dividend investing with our powerful portfolio tracker. Monitor your dividend income, track DRIP (Dividend Reinvestment Plan) shares automatically, project future passive income, and visualize your portfolio allocation. Whether you're building wealth for retirement or creating streams of passive income, DRIPTracker helps you stay on top of every dividend dollar.

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This is a demo. Start tracking YOUR portfolio.

Add the stocks you own and this dashboard becomes yours — every payout dated, DRIP shares counted, income totaled by broker.

Every payout dated — the next 12 months, stock by stock
DRIP shares counted — each reinvested payout added to your totals
Income by broker — each brokerage account on its own tab
Yield on cost — on every lot you bought