Feature · Holdings breakdown
For each stock and ETF you own: current yield, annual income, share of total income, safety score, and effective concentration. Sort, filter, and drill into any line.
Total annual income is a number. The interesting question is: which 3 holdings are 50% of that income? Infnits shows you. If half your income comes from two REITs, you know exactly where your concentration risk lives — and which dividend cuts would actually hurt.
Each line shows the holding's 0-10 dividend safety score, color-coded by band. Click through to see the factors driving that score for that specific stock — yield zone, payout ratio, growth streak, size, and more.
Your VOO position is "8% of your portfolio" by dollars. But VOO is 7% Apple, 6% Microsoft, 4% Nvidia. Infnits computes effective weight per stock so when you see "Apple = 14% effective" — including stand-alone holdings AND ETF look-through — you know your real single-stock risk.
In practice
For a $250k portfolio of SCHD + JEPI + KO + JNJ + O — sorted by income contribution:
See what percentage of total income each holding produces. The 80/20 of your dividend portfolio.
A 0-10 dividend safety score on every holding, with the underlying factors one tap away.
Per-stock effective weight including ETF look-through. The number that actually matters for concentration risk.
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