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.
Simple income portfolio for accounts getting started
This "Starter Income" portfolio implements a dividend-focused wheel strategy, concentrating capital across three high-yield, income-generating securities to build passive cash flow. The approach prioritizes steady dividend distributions over capital appreciation, targeting yields between 5-12% across mortgage REITs, business development companies, and traditional REITs. With no active options trading yet executed (zero closed trades), the portfolio is in a foundational accumulation phase.
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.
How each holding would perform with equal $10K allocation
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Protection ratings during market downturns
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Annual income on $10K allocation per holding
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Month-by-month performance tracking
No monthly returns data available