Program Tour

Selection

A combination of research tools and calculators allows you to build a retirement income portfolio to meet your personal situation and investment goals. Whether you're seeking dividend growth, dividend stability, inflation protection, a monthly paycheck, or a portfolio yield above 4%, our selection screen give you quick and easy access to select the right holdings.

Options including pre-screened portfolios save time and remove the guesswork for less experienced investors.

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Allocation

The allocation screen provides an enhanced look at the retirement income your portfolio will provide. You can evenly allocate your assets among all of your holdings or make adjustments to meet your portfolio objectives with the click of a button. Portfolio yield, sector allocation and a first-ever pay period calculator lets you know how dividend payments will be spread out over a given quarter and year.

An export option also allows investors to easily transfer their holding and allocations details to other research and trading platforms

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Explanation

Our Retirement Income Report is a powerful tool that brings the entire process to fruition. From portfolio metrics including yield, sector allocations, portfolio valuation, dividend stability, inflation protection, and payment timing, investors can see first-hand how it will look and feel when they turn their life savings into an actual retirement paycheck.

A detailed holding page provides a summary report that makes review and implementation a snap.

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