Portfolio Dashboard

Dividend health overview · Last updated Jun 2, 2026 at 12:25 PM

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Annual Dividend Income

+8.4% YoY

$4,284.60

Monthly Avg

$357.05

Holdings

Next 30 Days

$214.80

Portfolio Yield

2.74%

+0.22%vs 6 months ago

0%Target 4.5%6%

Yield on Cost

3.51%

+0.68%vs cost basis

Your effective yield on original investment — higher than current market yield indicates strong cost-basis appreciation.

Avg 3-Year Dividend Growth

+6.3%

JPM

+15.2%

MSFT

+10.3%

NEE

+10%

Payout Ratio Alert

88.7%

MMM highest payout ratio — sustainability risk above 80%

Review

0%Safe < 80%100%

Top Holdings by Annual Income

Ranked by total annual dividend income

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Ticker	Company	Shares	Yield	YoC	Annual Income	DGR 3yr	Streak	Status
VZ	Verizon Communications	250	6.44%	6.32%	$665.00	+1.9%	18yr	Active
O	Realty Income Corp.	200	5.78%	6.08%	$634.00	+3.1%	29yr	Active
JNJ	Johnson & Johnson	120	3.13%	3.49%	$595.20	+5.4%	62yr	Active
ABBV	AbbVie Inc.	75	3.59%	5.70%	$480.00	+8.6%	12yr	Active
PG	Procter & Gamble	110	2.27%	3.18%	$413.60	+5.8%	68yr	Active
NEE	NextEra Energy	180	2.89%	2.99%	$370.80	+10.0%	28yr	Active
JPM	JPMorgan Chase	65	2.34%	3.61%	$325.00	+15.2%	14yr	Active
KO	The Coca-Cola Co.	150	2.87%	4.06%	$294.00	+4.7%	63yr	Active

Upcoming Payouts

Next 90 days

JNJ

Pay: Jun 3

$148.80

In 1d

MSFT

DRIP

Pay: Jun 12

$63.75

In 10d

MMM

Pay: Jun 12

$63.00

In 10d

DRIP

Pay: Jun 15

$52.83

In 13d

NEE

Pay: Jun 16

$92.70

In 14d

Pay: Jul 1 · Ex-div: Jun 13

$73.50

In 29d

Total income next 30 days

$494.58