Portfolio Builder
List what you own and what each holding yields. See how much monthly income your portfolio could produce, and how close it gets to your goal.
Your holdings
For yield, use the fund's current distribution rate or trailing 12-month yield from its website. Saved only in this browser. Need a starting point? Start from the sample portfolio.
Add a holding with an amount and a yield to see what it could pay you each month.
0% of your $0 monthly goal
On these assumptions, your portfolio covers your goal.
Closing the gap
You are $0 a month short of your goal. Two levers:
- Invest more. At your current average yield of 0%, it would take about $0 more.
- Earn more on what you have. Each extra 1% of average yield on your current portfolio adds about $0 a month.
Higher yield usually comes with more risk and less price growth. Always check total return, not just the payout.
Income streams
0 entered.
Income by holding
Find income funds that pass all seven tests.
SnowX Approved Funds shows the income ETFs that currently pass our published criteria, with distribution rate and total return side by side and a written update every month. Just $9/month, no contracts.
See SnowX Approved FundsHypothetical tool for education only. Yields are figures you enter, not forecasts. Distributions are not guaranteed, can change or stop, and may include return of capital. A high yield can come with a falling share price, so distribution rate is not total return. Results ignore taxes, fees and inflation. Nothing here is a recommendation to buy or sell any security, and SnowX Approved Funds is a general publication, the same for every member. Distribution rate vs total return.