One place for net worth tracking, position monitoring, tax-aware planning, and the strategies the wealthiest families use to compound capital across generations.
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Distribution-frequency-aware income projections, a 12-month payout calendar, and a Distribution Safety Score for every income fund.
| Fund | Pays | Yield | $/mo | NAV 1y | Next ex | Safety |
|---|---|---|---|---|---|---|
| JEPQ Index Covered Call | monthly | 11.8% | $60.06 | 7.3% | 2026-10-01 | 100 · Safe |
| STRC Digital Credit Preferred | monthly | 12.3% | $50.52 | 1.7% | 2026-10-15 | 100 · Safe |
| JEPI Index Covered Call | monthly | 8.7% | $41.26 | 0.2% | 2026-10-01 | 100 · Safe |
| SGOV Cash Equivalent | monthly | 4.0% | $33.93 | 0.0% | 2026-10-01 | 100 · Safe |
Forward income = trailing-12-month distributions per share × shares (annualized when history is shorter). Safety Score is a heuristic blend of yield level, NAV trend, payout trend and return-of-capital tier — not a rating.
Adjust returns + contributions across life phases (early-career → peak-earning → pre-retirement). Compounded monthly. Pretax — apply your effective tax rate for after-tax view.
The asset-rich playbook quietly used by the top 0.1%. Buy productive assets, borrow against them tax-free instead of selling, and let stepped-up basis on inheritance wipe out the gains. Below: the mechanics in three steps.
Educational summary only — not tax, legal, or investment advice. The strategy depends on sustained asset appreciation, manageable borrow rates, and current estate-tax rules. Run any version of this with a fiduciary CPA and estate attorney before executing.