Portfolio Conversion Tool
What happens if you convert growth holdings to income investments? See your income jump, the growth you're giving up, and how long until you hit your income target.
1. Growth Holdings You're Considering Converting
Enter the holdings you'd potentially sell and redeploy into income investments.
2. Target Income Investment
What kind of income investment would you redeploy into? Set the yield and growth rate of your target income holdings.
e.g. ENB ≈ 6.5%, ZDV ≈ 4.2%
Annual dividend increase rate
Your goal (default $1,000/quarter)
Disclaimer:This tool is for informational and educational purposes only. It is not licensed financial advice. Results are estimates based on the inputs you provide and do not account for taxes, transaction costs, market volatility, or individual financial circumstances. Consult a qualified financial advisor before making investment decisions. Prospyr is not responsible for any financial decisions made based on this tool's output.