Prices and the last 12 months of distributions
| Fund | Avg yearly yield | Invested | Monthly income |
|---|---|---|---|
| Portfolio | — | — | — |
Each fund’s yield is its average yearly yield over the last 12 months, the same figure shown on the dashboard, from the same live Yahoo Finance data. Monthly income = amount in each fund × its yield ÷ 12; the portfolio yield is the funds’ yields averaged by each fund’s share of the money. Based on past payouts, which change over time. For information only, not investment advice.
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| Fund | Shares | Avg cost | Price | Invested | Avg yearly yield | Monthly income |
|---|---|---|---|---|---|---|
| Portfolio | — | — | — |
Shares and average cost come from the latest brokerage screenshot; funds you don’t hold yet show 0 shares. Invested = shares × average cost. Market value, yield and income use live Yahoo Finance prices: monthly income = shares × current price × the fund’s average yearly yield ÷ 12, using the same yields as the dashboard. The portfolio yield is weighted by each position’s market value. For information only, not investment advice.