Portfolio Value

$124,567.89
2.4% today
YTD Return: +8.3% 52w High: $131,245.67

Annual Dividend Income

$4,892.00
+$342 vs last year

Average Yield

3.92%
+0.1% MTD

Days to Income Goal

$407.67 / $1,000.00 /month
40.8%
847 days remaining

Upcoming Events

15 MAY

Earnings Report

Microsoft (MSFT)

Q2
18 MAY

Dividend Payment

Apple Inc (AAPL)

$0.24
22 MAY

Stock Split

NVIDIA (NVDA)

4:1
25 MAY

Dividend Announcement

Johnson & Johnson (JNJ)

Expected

AI Market Insights

Sector Analysis
Technology
Strong Buy
Financials
Hold
Healthcare
Buy
Market Sentiment
Bullish 75%
Risk Level Moderate
Trend Upward
Consider increasing exposure to dividend-paying tech stocks
Monitor financial sector for potential dividend cuts
Defensive sectors showing strong dividend stability