At this point, we have invested $1100. Our expected income stream as of today is the last figure. Earning $82.29 and (if we were in withdrawal phase, which we are not) we would withdraw 75% of earnings, or $61.72.
I am specifically trying to get away from the notion of "what is dollar value of portfolio" and focus on what the stream of income it produces.
This is my daughters portfolio. MY actual portfolio (and I am in withdrawal mode) is heavily weighted with REITS. And they have been getting slammed for a couple months. They've lost a lot of $$ value. Yet, my dividend income is still going up because these temporary price changes do not affect the stocks ability to pay their dividends.
I calculate Yield on Original Cost which over time should get better and better. I may include that from now on.