With the free Income Portfolio Planner, you can create an income-oriented portfolio by selecting investments based on their historical performance and your desired asset allocation, and project an estimate of the portfolio’s future income. You can also stress-test various assumptions and view graphs of the results. Portfolio construction is covered in “What Would Dad Do? - Volume 2 - The Middle Years”.

Requires the Excel, LibreOffice, or OpenOffice application. The spreadsheet-formatted files are provided at the download link emailed after checkout.