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Portfolio Tools
Select Your Planner:
IDIV & XDIV
Planner
Standard
Use the IDIV & XDIV Planner to:
Customize the combination of IDIV's Dividend Cash Flow and XDIV's Stock Price Exposure on a standalone basis.
PORTFOLIO
Planner
Advanced
Use the Portfolio Planner to:
Customize portfolio holdings and overall asset allocation.
Customize the combination of IDIV's Dividend Cash Flow and XDIV's Stock Price Exposure on a standalone basis.