INVEST COMPOUND ACADEMY

Income goal

Estimate the portfolio size associated with a target monthly income and assumed annual yield.

Monthly income goal $1,000Assumed annual yield 5%

Illustrative portfolio required$—Yield is not guaranteed. Distributions can change, and a higher yield can involve higher risk or capital erosion.

What this teaches

Income investing is a capital equation. The income target, sustainable yield and portfolio size are mathematically linked; changing any one changes the others.