INVEST COMPOUND ACADEMY

Dividend income

Estimate portfolio income using a starting value, an assumed distribution yield and a distribution-growth assumption.

Portfolio value $50,000Distribution yield 4%Distribution growth 3%Projection years 10

Current monthly average$—Yield and distribution growth are assumptions. Distributions can be reduced or eliminated.

Yield is not total return

A high distribution yield does not automatically mean a high investment return. Price changes, NAV behavior, taxes, fees and the economic source of the distribution all matter.