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 implements a "wheel strategy" focused on generating income through dividend-yielding real estate securities and covered call writing. The approach prioritizes consistent cash flow over capital appreciation, targeting high-yield assets (5-13%+ annually) while actively managing positions through options trading to enhance returns.
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