Income Lab
The income conversation, honestly. Enter the mix, the balance, and each fund’s stated distribution yield — the Lab does the projection and the part nobody else shows: how much of a high “yield” the fund’s own price gave back over the year.
Yields are advisor-entered from fund documents · price history is primary data · automatic distribution feeds light up when the data tier unlocks
The erosion cross-check
| Fund | Sleeve | Yield (entered) | $/yr | Price alone, 1y | The read |
|---|---|---|---|---|---|
| JEPI JPMorgan Equity Premium Income ETF | $400,000 | — | — | -1.3% | Enter the stated yield above to project this sleeve. |
| SCHD Schwab U.S. Dividend Equity ETF | $400,000 | — | — | +19.7% | Enter the stated yield above to project this sleeve. |
| TLT iShares 20+ Year Treasury Bond ETF | $200,000 | — | — | -13.5% | Enter the stated yield above to project this sleeve. |
PRICE-ONLY RETURN EXCLUDES DISTRIBUTIONS BY CONSTRUCTION — A NEGATIVE NUMBER NEXT TO A HIGH YIELD IS THE EROSION CLIENTS NEVER SEE ON A FACT SHEET