Illustrative sample · not your account

Twenty-one stocks, one 4% book.

Each name is a listed company. Share counts were chosen so this snapshot’s indicated dividend is 4.00% of market value. Weights are roughly even across names, so no sector carries the book.

Market value—Cost basis —

Indicated dividends—Per month —

Starting yield—Dividends divided by value

Holdings—Sectors —

Sector weights

Holdings by dividend income

Sample holdings sorted by indicated annual dividend income
Ticker	Company	Sector	Shares	Price	Dividend	Income	Yield	Pay

Cost per share uses a January 2, 2025 purchase date for this sample. The retirement path spends dividends from the current indicated rate and does not depend on that cost.

See the 35-year path Back to Ask Maeve