Upcoming Dividends
Holdings
JEPI
$26,209
26.0%
+85.7%
SCHD
$18,323
18.2%
+99.4%
XOM
$16,855
16.7%
+197.1%
YMAX
$11,980
11.9%
-4.5%
BP
$10,515
10.4%
+119.1%
SOFI
$9,079
9.0%
+268.3%
MO
$7,881
7.8%
+102.1%
Portfolio Allocation
Dividend History (All)
Projected Income: $9,764.10
Your Stocks/ETFs:
JEPI ($57.59)
Value: $26,209
Shares: 455.1
DRIP Shares: 155.1
Return: $12,903 (86%)
Dividends: $10,522
FWD Income: $1,919
SCHD ($31.06)
Value: $18,323
Shares: 589.9
DRIP Shares: 89.9
Return: $9,441 (99%)
Dividends: $2,799
FWD Income: $656
XOM ($158.37)
Value: $16,855
Shares: 106.4
DRIP Shares: 6.4
Return: $12,025 (197%)
Dividends: $1,817
FWD Income: $438
YMAX ($8.57)
Value: $11,980
Shares: 1,397.9
DRIP Shares: 597.9
Return: -$656 (-5%)
Dividends: $9,866
FWD Income: $6,011
BP ($43.86)
Value: $10,515
Shares: 239.7
DRIP Shares: 39.7
Return: $5,715 (119%)
Dividends: $1,337
FWD Income: $474
SOFI ($17.63)
Value: $9,079
Shares: 515.0
DRIP Shares: 0.0
Return: $6,615 (268%)
Dividends: $0
FWD Income: $0
MO ($67.74)
Value: $7,881
Shares: 116.3
DRIP Shares: 16.3
Return: $3,981 (102%)
Dividends: $877
FWD Income: $493
Projected Portfolio Dividend Payments (Next 12 Months)
| Month | Ticker | Shares | Div/Share | Est. Div | Cumulative |
|---|---|---|---|---|---|
| 2026-03 | BP | 239.7 | $0.494 | $118 | $118 |
| 2026-03 | JEPI | 455.1 | $0.351 | $160 | $278 |
| 2026-03 | SCHD | 589.9 | $0.278 | $164 | $442 |
| 2026-03 | XOM | 106.4 | $1.030 | $110 | $552 |
| 2026-03 | YMAX | 1,397.9 | $0.195 | $273 | $825 |
| 2026-04 | JEPI | 455.1 | $0.351 | $160 | $985 |
| 2026-04 | MO | 116.3 | $1.060 | $123 | $1,108 |
| 2026-04 | YMAX | 1,397.9 | $0.358 | $501 | $1,609 |
| 2026-05 | JEPI | 455.1 | $0.351 | $160 | $1,769 |
| 2026-05 | YMAX | 1,397.9 | $0.358 | $501 | $2,270 |
| 2026-06 | BP | 239.7 | $0.494 | $118 | $2,388 |
| 2026-06 | JEPI | 455.1 | $0.351 | $160 | $2,548 |
| 2026-06 | SCHD | 589.9 | $0.278 | $164 | $2,712 |
| 2026-06 | XOM | 106.4 | $1.030 | $110 | $2,822 |
| 2026-06 | YMAX | 1,397.9 | $0.358 | $501 | $3,323 |
| 2026-07 | JEPI | 455.1 | $0.351 | $160 | $3,483 |
| 2026-07 | MO | 116.3 | $1.060 | $123 | $3,606 |
| 2026-07 | YMAX | 1,397.9 | $0.358 | $501 | $4,107 |
| 2026-08 | JEPI | 455.1 | $0.351 | $160 | $4,267 |
| 2026-08 | YMAX | 1,397.9 | $0.358 | $501 | $4,768 |
| 2026-09 | BP | 239.7 | $0.494 | $118 | $4,886 |
| 2026-09 | JEPI | 455.1 | $0.351 | $160 | $5,046 |
| 2026-09 | SCHD | 589.9 | $0.278 | $164 | $5,210 |
| 2026-09 | XOM | 106.4 | $1.030 | $110 | $5,320 |
| 2026-09 | YMAX | 1,397.9 | $0.358 | $501 | $5,821 |
| 2026-10 | JEPI | 455.1 | $0.351 | $160 | $5,981 |
| 2026-10 | MO | 116.3 | $1.060 | $123 | $6,104 |
| 2026-10 | YMAX | 1,397.9 | $0.358 | $501 | $6,605 |
| 2026-11 | JEPI | 455.1 | $0.351 | $160 | $6,765 |
| 2026-11 | YMAX | 1,397.9 | $0.358 | $501 | $7,266 |
| 2026-12 | BP | 239.7 | $0.494 | $118 | $7,385 |
| 2026-12 | JEPI | 455.1 | $0.351 | $160 | $7,544 |
| 2026-12 | SCHD | 589.9 | $0.278 | $164 | $7,709 |
| 2026-12 | XOM | 106.4 | $1.030 | $110 | $7,818 |
| 2026-12 | YMAX | 1,397.9 | $0.358 | $501 | $8,319 |
| 2027-01 | JEPI | 455.1 | $0.351 | $160 | $8,479 |
| 2027-01 | MO | 116.3 | $1.060 | $123 | $8,602 |
| 2027-01 | YMAX | 1,397.9 | $0.358 | $501 | $9,103 |
| 2027-02 | JEPI | 455.1 | $0.351 | $160 | $9,263 |
| 2027-02 | YMAX | 1,397.9 | $0.358 | $501 | $9,764 |
| TOTAL | $9,764 | – | |||
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