

Investment $ |
Rate Change
|
Rate Change Portfolio Impact |
Income Next 12 Months $ 9,170 |
Income Year2 $ 0 |
Commodity | Value Chain | Ticker | Name | Weight % | Weight $ | # of Shares | Estimated Year 1 Income |
Estimated Year 1 Taxable Income |
Estimated Year 2 Income |
Estimated Year 2 Taxable Income |
Income Type | Tax Shield | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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CEQP | Crestwood Equity Partners LP | % | $ 100,000.00 | $ 9,170.46 | $ 1,834.09 | K-1 | % |
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Total | 100.0% | $ 100,000.00 | $ 9,170.46 | $ 1,834.09 | $ 0.00 | $ 0.00 |
1 . High Risk of Distribution Cut
2 . Distribution At Risk
3 . No Risk of Distribution Cut
4 . No Risk of Distribution Cut; Growth at Risk
5 . No Risk of Distribution Cut; Strong Growth