Let’s make this the year we run our income portfolios like a business. And project every dividend payment we are going to collect—easily and accurately.
We built a killer app here at Contrarian Outlook for this very purpose. It’s called Income Calendar and we continue to improve the tool each and every month based on feedback from dividend investors like you.
Since our goal is to retire on dividends, it is important to know exactly how much passive payout income we have coming in for 2025. This is where Income Calendar comes in. I can load a portfolio of 22 stocks and the tool will actually tell us our projected 12-month income down to the penny:
Income Calendar Projects Dividends Down to the Penny
The portfolio above reflects our current Contrarian Income Report lineup of 22 big payers. They boast a projected 12-month yield of 8.62% for an income stream of $86,239.08. Best part is we receive this money without tapping our principal, as we expect our nest egg to also grind a bit higher throughout the year.
Income Calendar is smart in that it knows what stock or fund is paying us how much. And exactly when we are likely receiving the money—down to the calendar day!
1st Week of January Dividend Payments, per Income Calendar
Perhaps we all need an electronic version of this to hang on our walls? If that isn’t the ultimate power play when entertaining friends who think they “invest”—ha!
I can even click or tap to see the dividend history for a given position. For example, JPMorgan Equity Premium Income ETF (JEPI) has a variable monthly payment. Most vanilla buyers don’t realize this—they see the 8.2% yield and blindly make a buy or sell decision!
JEPI’s Monthly Dividend is Somewhat Variable
We contrarians know this, and we don’t mind holding JEPI into 2025. The payout bounces a bit as the price of option premiums rises and falls. JEPI is a seller of options, so it generates more income in volatile years (like 2022). With this year likely to be rockier stock sailing than last, we welcome the dividend upside. The knowledge, thanks to Income Calendar, is payout power.
IC even supports custom income events, such as social security or pay from actual labor. We can add our active wages with our passive dividends in one single tool.
Current CIR, Hidden Yields, Dividend Swing Trader and CEF Insider subscribers can sync the tickers in their portfolio with a single click. This is how I created the data for this demo in less than a minute!
Dividend projections require a combination of technology and craftsmanship. We know what these stocks have paid and we project our future payments to the penny.
So long, goofy spreadsheets! We’re doing the heavy dividend lifting for you with Income Calendar.
Plus it’s easy to set up. It will take you five or ten minutes just once and you’re good to go. Then, maybe a minute or so when you buy or sell something—unless you use our “overnight update” integration, which is available to customers of all major brokerages.
This hookup is now even easier thanks to a recent major upgrade we made to Income Calendar. We’ve integrated it with Plaid, a service that safely and securely links to your brokerage account and imports all your tickers and shares—so you don’t have to do any inputting at all.
When our lead developer asked me to test out the new integration, I was blown away with how simple it is. I had my Charles Schwab account connected to Income Calendar with just a few clicks. It was really easy to import the tickers and share counts of my current holdings.
Fidelity users, we have you covered now too via an easy and secure integration with SnapTrade.
I could go on and on but honestly this tool is soooooo easy to use. I set up the Contrarian Outlook Portfolio in a few minutes and my Schwab holdings in a couple more. You’ll have this tool humming in no time, too.
Talk about a time saver! We started developing Income Calendar over three years ago. At the time we searched far and wide for dividend projection tools. Why reinvent the wheel? Except…no wheel! Not one was relevant to you and us.
And that includes AI tools like ChatGPT!
So, we did the natural “software developer” thing. We created our own income tracking tool here at Contrarian Outlook exactly how we wanted it!
Since launch we have continued to improve the product based on feedback from income investors like yourself. Here are 7 new features we recently launched—please review them carefully, as one (or more!) of these features may make your life a lot easier.
Recent Comments