Dividend Income
Companies with a long record of paying dividends
Total Value
$52,282
Total P&L
$12,327
+30.85%
Today
$7
+0.01%
Holdings
10
Portfolio Performance
Simulated 1Y history for this sample
Today's biggest moves
T
+1.95%
XOM
-1.32%
SCHD
+1.16%
O
+0.69%
PEP
-0.69%
Holdings
| Ticker | Name | Shares | Price | Value | P&L | Today | Weight |
|---|---|---|---|---|---|---|---|
| JNJ | 40 | $253 | $10,131 | +63.41% | -0.25% | 19.4% | |
| XOM | 45 | $175 | $7,861 | +98.50% | -1.32% | 15.0% | |
| KO | 80 | $92 | $7,360 | +67.27% | +0.24% | 14.1% | |
| ABBV | 25 | $283 | $7,085 | +95.45% | +0.59% | 13.6% | |
| PG | 35 | $157 | $5,498 | +12.20% | +0.35% | 10.5% | |
| PEP | 30 | $128 | $3,851 | -22.19% | -0.69% | 7.4% | |
| O | 60 | $56 | $3,333 | -4.22% | +0.69% | 6.4% | |
| VZ | 70 | $44 | $3,108 | +5.71% | -0.05% | 5.9% | |
| T | 100 | $24 | $2,350 | +23.68% | +1.95% | 4.5% | |
| SCHD | 50 | $34 | $1,705 | -52.64% | +1.16% | 3.3% |
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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