Enter your portfolio value
Enter your portfolio yield (monthly/annually).
This can be found on the summary or back page of your statement.
Step 3: Results
If you are below 3%, you need to take action now your portfolio is comparatively underperforming. Please complete the form below.
If your portfolio is producing cash flow above 3%, but below 5%, you should go throuogh a portfolio analysis to identify potential.
If your portfolio is producing above 5%, have your portfolio reviewed for current and future risks.