Starter Income
Entry-level wheel portfolio designed for smaller accounts. Features lower-priced dividend aristocrats with manageable assignment costs. Perfect for learning the wheel strategy with real trades.
Portfolio Summary
Simple income portfolio for accounts getting started
This portfolio employs a "wheel strategy" focused on generating income through high-yield dividend stocks and covered call writing. The approach prioritizes cash flow over capital appreciation by holding mortgage REITs and retail REITs that distribute substantial quarterly dividends while managing downside risk through options strategies.
Designed for smaller accounts getting started with income investing. Three high-quality dividend payers with liquid options markets. Learn the wheel strategy without overcomplicating your portfolio.
$10,000 Investment Growth (2025)
How each holding would perform with equal $10K allocation
No growth data available
Maximum Drawdown Analysis
Protection ratings during market downturns
No drawdown data available
Income Analysis
Annual income on $10K allocation per holding
No income data available
Monthly Returns Heatmap
Month-by-month performance tracking
No monthly returns data available