Medium Yield / Medium Risk - Balanced core
Allocations
Ticker
Yield
1Y Return
Weight
BILT1
SPDR Bloomberg 1-3 Month T-Bill ETF
4.8%
—
10%
BIZDT3
VanEck BDC Income
11.5%
—
9.4%
SRLNT2
State Street Blackstone Senior Loan ETF
7.6%
—
9.3%
VRPT2
Invesco Variable Rate Preferred ETF
10.3%
—
9.3%
FDLT3
First Trust Morningstar Dividend Leaders Index Fund
4.6%
—
9%
QDVOT4
Amplify CWP Growth & Income ETF
11.3%
—
9%
SDIVT3
Global X SuperDividend
8.9%
—
9%
AMLPT3
Alerian MLP
8.0%
—
8.9%
FPET2
First Trust Preferred Securities & Income
8.0%
—
8.9%
CGCPT2
Capital Group Core Plus Income ETF
6.3%
—
8.6%
BKLNT2
Invesco Senior Loan ETF
6.0%
—
8.6%
Risk Distribution
T1
T2
T3
Cornerstone
10%
Yield Plus
45%
Sector Specialties
36%
Volatility Harvest
9%
High Octane
0%
Key Metrics
Weighted Yield
7.9%
Weighted Risk Tier
2.4
Monthly Income (on $10k)
$66/mo
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Rankings
Yield#176
Short URL
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