Sheet 12 - Tools · TL-010DWG SP-2026-22

Portfolio Yield Blender.

Many parking spots, one income. Blend deposits, bonds, and funds into a single portfolio — total net per month and one blended rate. Up to eight instruments.

Fig. 01 — InstrumentsTL-010/A

Fig. 02 — Combined portfolioTL-010/B

Total principal

–

Net / month

–

Blended net rate

–

Allocation by principalTL-010/C

Instrument	Principal	Share	Net / mo	Income share

Portfolio

–

Method

monthly yieldprincipal × rate ÷ 12, net of tax

blended rateΣ net per year ÷ Σ principal

Annual ÷ 12 is a simplification for blending — deposits with exact day counts use TL-001. Preset figures are starting points, not quotes. Not financial advice.

Track the blend, not just the pieces.

Sidepick Ledger logs every allocation and its expected yield, so the portfolio math above has receipts.

View Ledger · $19