Why look at the whole portfolio
Most income investors own more than one fund. A single number for your blended yield and your total monthly income tells you far more than each fund's yield on its own. This calculator weights every holding by how much you have in it.
Smoothing out your monthly income
Quarterly payers like SCHD, VYM and DGRO tend to bunch income into March, June, September and December. Adding monthly payers like JEPI, JEPQ or SPYI, or weekly payers, fills in the gaps. The month-by-month chart shows how even (or lumpy) your paycheck is.
Don't forget fees and quality
The weighted expense ratio shows what the portfolio costs you each year in fees. The holdings table flags price decay so you can see if part of your income is coming from funds whose share price has been shrinking. Run any single fund through the DRIP calculator to see its long-term picture, or put two head to head in the ETF comparison tool.
Frequently asked questions
How do I calculate the dividend yield of my portfolio?
Add up the yearly income from every holding (amount times yield) and divide by the total amount invested. That is your blended, or weighted, yield.
How can I get dividend income every month?
Mix funds with different schedules. Monthly and weekly payers fill the months between the quarterly payments that most traditional dividend funds make.
Is my portfolio saved?
Your holdings are stored in the page link, not on our servers. Bookmark the page to come back to the same portfolio.
Does this include taxes?
No. The income shown is before taxes. Dividends in a taxable account are usually taxed.