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Monthly Income Rotator
Always hold stocks with upcoming ex-dates for consistent monthly income
daily rebalance20 target positionsequal_weight
Maintains a portfolio that always holds stocks with upcoming ex-dates in the next 7-14 days, creating a continuous stream of monthly dividend income.
Learn more about this strategy →⚠️ Paper Portfolio: This is a simulated portfolio for educational purposes. Not investment advice.
NAV
$99,975
Total Return
-0.02%
Dividends
$436
Holdings
0
Avg Yield
0.00%
Max Drawdown
-2.26%
Pending Dividends
$154
7 payments awaiting
Performance (Last 90 Days)
Dec 18, 2025Today
Current Holdings (0)
Total Value: $0
No holdings yet. Portfolio will be populated after first rebalance.
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Dividend Calendar
Upcoming Ex-Dates
$0.00
0 dates
Pending Payments
$154.19
7 payments
PAYMENT
SYKSOLD
14 shares × $0.8800
$12.32
Jan 30(in 4d)
PAYMENT
DHRSOLD
21 shares × $0.3200
$6.72
Jan 30(in 4d)
PAYMENT
DOXSOLD
61 shares × $0.5270
$32.15
Jan 30(in 4d)
PAYMENT
NHCSOLD
35 shares × $0.6400
$22.40
Jan 30(in 4d)
PAYMENT
AMTSOLD
28 shares × $1.7000
$47.60
Feb 2(in 7d)
PAYMENT
DESOLD
10 shares × $1.6200
$16.20
Feb 9(in 14d)
PAYMENT
NUESOLD
30 shares × $0.5600
$16.80
Feb 11(in 16d)
Ex-Date = Must hold before this datePayment = Dividend paid on this date
Portfolio Details
- Initial Capital
- $100,000
- Cash Balance
- $99,975
- Created
- Dec 18, 2025
- Last Updated
- Jan 25, 2026
Return Breakdown
- Unrealized Gains
- +$0
- Realized Gains
- +$0
- Dividends
- +$436
- Total Return
- -$25
Strategy Rules
Entry: 1-14 days to ex-date, next dividend yield ≥ 0.3%, quality score ≥ 55, no payout risk Exit: 7+ days since ex-date OR quality drops below 45 Daily rebalance | 20 target positions | Max 25% per sector
Recent Trades
SELLOFG
120 @ $41.33
Jan 7, 2026
SELLDOX
61 @ $82.62
Jan 7, 2026
SELLITW
19 @ $248.24
Jan 7, 2026
SELLBANF
46 @ $108.00
Jan 7, 2026
SELLTFII
47 @ $107.40
Jan 7, 2026
SELLDE
10 @ $474.80
Jan 7, 2026
SELLSTN
52 @ $98.56
Jan 7, 2026
SELLLECO
20 @ $245.56
Jan 7, 2026
SELLLII
10 @ $509.11
Jan 7, 2026
SELLSYK
14 @ $366.73
Jan 7, 2026
Portfolio History
| Date | Type | Symbol | Shares | Price | Days | Price P&L | Div | Net P&L | Reason |
|---|---|---|---|---|---|---|---|---|---|
| Jan 7, 2026 | SELL | OFG | 120 | $41.33 | 8d | $8.40 | — | $8.40 | exit condition v2 |
| Jan 7, 2026 | SELL | DOX | 61 | $82.62 | 8d | $82.05 | — | $82.05 | exit condition v2 |
| Jan 7, 2026 | SELL | ITW | 19 | $248.24 | 8d | -$44.46 | — | -$44.46 | exit condition v2 |
| Jan 7, 2026 | SELL | BANF | 46 | $108.00 | 8d | $8.73 | — | $8.73 | exit condition v2 |
| Jan 7, 2026 | SELL | TFII | 47 | $107.40 | 8d | $128.78 | — | $128.78 | exit condition v2 |
| Jan 7, 2026 | SELL | DE | 10 | $474.80 | 8d | $31.00 | — | $31.00 | exit condition v2 |
| Jan 7, 2026 | SELL | STN | 52 | $98.56 | 8d | $172.65 | — | $172.65 | exit condition v2 |
| Jan 7, 2026 | SELL | LECO | 20 | $245.56 | 8d | $42.87 | — | $42.87 | exit condition v2 |
| Jan 7, 2026 | SELL | LII | 10 | $509.11 | 8d | $140.35 | — | $140.35 | exit condition v2 |
| Jan 7, 2026 | SELL | SYK | 14 | $366.73 | 8d | $172.06 | — | $172.06 | exit condition v2 |
| Jan 7, 2026 | SELL | USB | 91 | $55.04 | 8d | $74.62 | — | $74.62 | exit condition v2 |
| Jan 7, 2026 | SELL | STLD | 28 | $168.84 | 8d | -$92.54 | — | -$92.54 | exit condition v2 |
| Jan 7, 2026 | SELL | YORW | 153 | $31.72 | 8d | -$104.04 | — | -$104.04 | exit condition v2 |
| Jan 7, 2026 | SELL | NUE | 30 | $166.27 | 8d | $11.85 | — | $11.85 | exit condition v2 |
| Jan 7, 2026 | SELL | NHC | 35 | $133.05 | 8d | -$199.85 | — | -$199.85 | exit condition v2 |
| Jan 5, 2026 | SELL | MKC-V | 73 | $65.87 | 8d | -$162.79 | — | -$162.79 | exit condition v2 |
| Jan 5, 2026 | SELL | MKC | 72 | $66.01 | 8d | -$210.60 | — | -$210.60 | exit condition v2 |
| Jan 5, 2026 | SELL | AMT | 28 | $174.08 | 8d | -$65.24 | — | -$65.24 | exit condition v2 |
| Jan 2, 2026 | SELL | TOWN | 147 | $33.03 | 8d | -$145.53 | — | -$145.53 | exit condition v2 |
| Jan 2, 2026 | SELL | DHR | 21 | $230.45 | 8d | -$21.42 | — | -$21.42 | exit condition v2 |
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