Dividend Income
Reliable dividend payers for passive income
Total Value
$47,793
Total P&L
$7,838
+19.62%
Today
-$612
-1.26%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
JNJ
-2.37%
KO
-1.74%
PG
-1.61%
PEP
-1.44%
XOM
-1.16%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| JNJ | 40 | $225 | $9,013 | +45.37% | -2.37% | 18.9% | |
| XOM | 45 | $145 | $6,537 | +65.07% | -1.16% | 13.7% | |
| KO | 80 | $79 | $6,321 | +43.65% | -1.74% | 13.2% | |
| ABBV | 25 | $218 | $5,443 | +50.15% | -0.42% | 11.4% | |
| PG | 35 | $144 | $5,025 | +2.54% | -1.61% | 10.5% | |
| PEP | 30 | $144 | $4,326 | -12.61% | -1.44% | 9.1% | |
| O | 60 | $61 | $3,677 | +5.66% | -0.23% | 7.7% | |
| VZ | 70 | $48 | $3,347 | +13.83% | -0.42% | 7.0% | |
| T | 100 | $25 | $2,480 | +30.53% | -0.32% | 5.2% | |
| SCHD | 50 | $33 | $1,625 | -54.86% | -0.40% | 3.4% |
Sector breakdown
Country exposure
AI Morning Briefing
Sample — Finovi generates this daily for your real portfolio
Dividend portfolio holds steady at +0.18% (+$84) as defensive names absorb a soft tape; JNJ and PEP lead while T weighs.
The portfolio is up 0.18% (+$84) today, holding above the S&P 500's -0.12% on defensive strength. JNJ (+0.9%, +$56) leads on a positive note about pipeline approvals, with PEP (+0.7%, +$35) following on solid international volume commentary. SCHD ETF (+0.4%, +$15) adds steadily. T (-1.1%, -$21) is the biggest drag on continued telecom-sector weakness, and VZ (-0.7%, -$21) follows the same pattern. Consumer defensive at 28% is leading while communication services lag.
Combined dividend yield is ~3.8%
Across all 10 holdings the trailing-12 yield is ~3.8%. On the current $47,600 balance that's ~$1,810/year in projected income — about $151/month. Worth tracking against your inflation hurdle.
O ex-dividend coming up
Realty Income (O) goes ex-div in 11 days at 7.2% of portfolio. Expected payment based on the current rate is ~$15.85 — small in absolute terms but a useful test of the income flow if this is your first dividend cycle.
★ Yield concentration in 3 names
T, VZ, and O make up 17.4% of the portfolio but contribute ~31% of the dividend income. If any of them cut, the headline yield drops noticeably. The trailing payout ratios for T (>100%) and VZ (~95%) are worth monitoring.
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