Portfolio Tool

Portfolio Builder

Build a blended income portfolio and see how STRC transforms your monthly cash flow.

Total Investment

$50,000

Allocations

Drag sliders or type percentages. Lock any slider to hold it fixed.

100%

STRC Preferred11.5% APY

High-Yield Savings4% APY

Treasury Bonds3.65% APY

Certificates of Deposit4.1% APY

High-Yield Bond Funds6.5% APY

Your Capital Allocation

$50k

$20k

STRC (40%)

$10k

HYSA (20%)

$10k

T-Bond (20%)

$7.5k

CD (15%)

Your Monthly Income

$295

$192

STRC (65%)

40%

of capital

65%

of income

STRC makes up 40% of your portfolio but generates 65% of your monthly income. That is 1.6x its capital weight.

Total Monthly Income

$294.58

$3,535.00per year

Asset	Allocated	Rate	Monthly	% of Income
STRC Preferred	$20,000	11.5%	$192	65.1%
High-Yield Savings	$10,000	4%	$33.33	11.3%
Treasury Bonds	$10,000	3.65%	$30.42	10.3%
Certificates of Deposit	$7,500	4.1%	$25.62	8.7%
High-Yield Bond Funds	$2,500	6.5%	$13.54	4.6%
Total	$50,000	-	$295	100%

STRC11.5%

HYSA4%

T-Bond3.65%

CD4.1%

HY Bonds6.5%

This tool is for illustrative purposes only. Actual returns will vary. STRC dividends are not guaranteed. Comparison rates as of Mar 13, 2026. See data sources.