What yield should I enter?
Use an annual dividend or withdrawal yield assumption, such as 3%, 4% or another scenario you want to test.
Turn a monthly passive income goal into a required portfolio size, then compare it with your projected investing path.
Use it when a target monthly passive income needs an estimated portfolio size and timeline under yield assumptions.
Questions
Use an annual dividend or withdrawal yield assumption, such as 3%, 4% or another scenario you want to test.
No. It is a pre-tax estimate unless you enter an after-tax yield yourself.
Yes. The result includes a downloadable SVG chart.