Free sample portfolio

Build your monthly income portfolio.

One example portfolio, 8 independent income streams, built to pay every month. See how it is put together, then get the funds and make it your own.

It would pay about$10,012/mo
Blended distribution rate12.0%
Income streams / funds8 / 13

Before taxes, at trailing 12-month distribution rates as of Oct 16, 2026. Not a forecast. A distribution rate is not a total return.

The SnowX Income sample portfolio by income stream. Fund names are shown after you request the sample.
Income streamWeightFundsDistribution ratePer month
US large caps (S&P 500)The core. The 500 largest US companies, with option income on top.30%2 funds, shown in the full sample8.4% to 14.2%$2,821
Tech growth (Nasdaq-100)Growth-tilted income from the 100 largest Nasdaq companies.17%1 funds, shown in the full sample17.2%$2,437
Small caps (Russell 2000)Smaller US companies, which often move differently from the giants.10%1 funds, shown in the full sample15.1%$1,260
International stocksDeveloped markets outside the US, for income that does not depend on one economy.10%2 funds, shown in the full sample10.5% to 11.5%$914
Energy infrastructurePipelines, storage and energy producers. Cash flows tied to energy, not tech.12%3 funds, shown in the full sample4.2% to 17.9%$1,158
Real estate (REITs)Property owners that pass rent through to shareholders.8%1 funds, shown in the full sample11.7%$777
CurrencyA return source that is not tied to stock prices.5%1 funds, shown in the full sample8.7%$363
Cash and T-billsDry powder. Steady income and money to use when markets fall.8%2 funds, shown in the full sample3.6% to 4.8%$282
Total100%13 funds12.0% blended$10,012
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How it works
  1. 1
    Get the sample

    See the funds behind each income stream and what each one pays. Free.

  2. 2
    Make it yours

    Load the sample into the free Portfolio Builder. Change the weights, swap funds, set your own monthly goal.

  3. 3
    Keep it current

    Funds get added and dropped. SnowX Approved Funds sends the changes every month, with the reasons. $9/month.

Questions

Is this a recommendation for me?

No. It is one example portfolio, the same for everyone who sees it, built to show how the SnowX Income™ ideas fit together. It does not know your goals, taxes or timeline. Use it as a starting point for your own research.

Why does a high payout not mean a high return?

A distribution rate tells you what a fund paid out. Total return tells you what you actually earned after any change in share price. A fund can pay 15% and still lose value. The full sample shows both numbers side by side for every fund.

How often does the sample change?

Rates are refreshed as the funds pay. Which funds belong in a portfolio like this changes too: funds launch, get better, or stop passing the criteria. Members of SnowX Approved Funds get those changes every month for $9.

Hypothetical example for education only. This sample is the same for every reader and is not a recommendation to buy or sell any security or a suggestion that it suits you. Distribution rates are trailing 12-month figures and change every month. A distribution rate is not a total return: part of a payout can be return of capital, and a fund can lose value while it pays. Distributions are not guaranteed. Option-income funds can underperform their index in strong markets and can cut or stop their payouts. Past performance does not guarantee future results. SnowX Income or its owner may hold funds shown here.