Step 1

Enter your portfolio value


Step 2

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.

How much cashflow does your portfolio generate?

Understanding the difference between yield and rate of return is important because it tells you how much cash flow your portfolio can generate.