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Monthly Dividend Progress
Conservative estimate vs. actual dividends paid this month
Market Sentiment Snapshot
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Barbell Allocation
Symbol Performance & Contributions
Total contribution includes unrealized gains/losses plus all dividends paid to date.
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Income Distribution by Symbol
Shows each symbol's percentage of total portfolio income and estimated income per $1,000 invested.
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Portfolio Value Over Time
Yield on Cost Over Time
Monthly Dividends Paid
Total Dividends Paid Over Time
Holdings
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Trade History
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