Step 01 — Risk Profile
Ultra Safe
Dividend Kings only
Conservative
ETFs + aristocrats
Moderate
REITs + BDCs added
Aggressive
High yield focus
Speculative
Max yield CEFs
Step 02 — Configure Plan
Monthly Investment
$800
$200$5k
Starting Capital
$5,000
$0$100k
Target Income / Month
$4,000
$500$15k
Time Horizon
10 yrs
5 yrs30 yrs
Yield vs Growth
Balanced
High YieldHigh Growth
Diversification
Wide
FocusedMax Spread
Progress at year 10 — On track
0%
$0/mo$0 achieved$4,000 goal
Portfolio at Horizon
—
total value
Monthly Income
—
at horizon
Total Contributed
—
out of pocket
Goal Year
—
target reached
Growth trajectory
Portfolio Value & Dividend Income
Portfolio
Dividends
Allocation
Portfolio Breakdown
Year by year
Detailed Projection
| Year | Total Invested | Portfolio Value | Unrealized Gain | Annual Dividends | Monthly Income | Eff. Yield | Status |
|---|
Step 03 — Smart Holdings (updates with every input)
Recommended Portfolio
⚓ Conservative
7 holdings
Why this portfolio
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Blended Yield
—
Avg DGR
—
Holdings
—
ETF Weight
—
REIT/BDC
—
Stock Weight
—
Data Source
Static
Checkpoints
Income Milestones