Dividend portfolio requires $2,874,000 at 3.5% yield
A portfolio needs to generate $100,600 to replace California’s median income. At a 3.5% yield, this requires $2,874,000 in invested capital.
The yield tier affects the risk, growth trajectory, and tax treatment. A 3.5% blended yield is considered the dividend growth lane.
PepsiCo yields about 4% and has raised its payout for 54 consecutive years, with a $1.48 quarterly dividend.