QET Portfolio Intelligence
Model income strategies, simulate projections, and compare ETF portfolios.
Important Disclaimer
Projections are illustrative only, based on the inputs you provided. Past performance does not guarantee future results. This is not investment advice.
Parameters
Capital
Starting Capital
Monthly Contribution
Target Monthly Income
Market assumptions
Annual Return
Tax Drag
Horizon
VIX / market regime
Current VIX Levelloading…
Pulled from Yahoo ^VIX. Type a number to stress-test a different regime.
Payment frequency
Portfolio type
QQQI23%
14.3% yield
Nasdaq-100
SPYI21%
12.2% yield
S&P 500
DJIA20%
12.1% yield
Dow 30
RYLD20%
11.9% yield
Russell 2000
JEPI16%
7.2% yield
S&P 500
Preferences
Distribution Yield
13.2%
Auto-computed from strategy allocation
On track -- goal reached in 4.7 yearsOn Track
Your current contribution rate achieves $10,000/month net income in 4.7 years -- within your 5-year horizon. Capital needed: $1,010,101.
Data as of — previous close
Capital needed
$1,010,101
Portfolio at 5yr
$1,093,776
Monthly income at 5yr
$10,828
Years to target
4.7 yrs
Annual fee drag (0.65% weighted avg expense ratio)
-$7,088/yr
💰
Distribution sustainability
Blended yield of 13.2% on projected capital generates $12,032 gross/month — covers your $10,000/mo target with room for reinvestment.
📈
Time to goal
Reaching $10,000/mo net in 4.7 years — within your 5-year horizon.
⚠️
Tax efficiency
Tax drag set at 10%. NEOS ROC classification and Sec. 1256 60/40 treatment are likely minimizing current-year taxable income.
🛡️
Risk alignment
Income strategy with medium risk tolerance — review whether allocation matches your downside comfort.
Important Disclaimer
Projections are illustrative only, based on the inputs you provided. Past performance does not guarantee future results. This is not investment advice.
On track -- goal reached in 4.7 yearsOn Track
Your current contribution rate achieves $10,000/month net income in 4.7 years -- within your 5-year horizon. Capital needed: $1,010,101.
Data as of — previous close
Capital needed
$1,010,101
Portfolio at 5yr
$1,093,776
Monthly income at 5yr
$10,828
Years to target
4.7 yrs
Annual fee drag (0.65% weighted avg expense ratio)
-$7,088/yr
💰
Distribution sustainability
Blended yield of 13.2% on projected capital generates $12,032 gross/month — covers your $10,000/mo target with room for reinvestment.
📈
Time to goal
Reaching $10,000/mo net in 4.7 years — within your 5-year horizon.
⚠️
Tax efficiency
Tax drag set at 10%. NEOS ROC classification and Sec. 1256 60/40 treatment are likely minimizing current-year taxable income.
🛡️
Risk alignment
Income strategy with medium risk tolerance — review whether allocation matches your downside comfort.
Important Disclaimer
Projections are illustrative only, based on the inputs you provided. Past performance does not guarantee future results. This is not investment advice.