Two funds and a single brokerage screen sound like the easiest path to four-figure monthly income, but the number that determines whether this plan actually works is one most investors never think to check.
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A ~$1.7M portfolio split evenly between SCHD and JEPI targets $7,700/month using each fund's forward payout rate.
JEPI's monthly distributions have dropped sharply since 2022 as volatility fell, and recent payouts still vary from $0.34 to $0.45 per share.
Hold JEPI in an IRA and SCHD in a taxable account to maximize after-tax income from this two-fund strategy.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
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