Mix of income, growth, and stability
Allocations
Ticker
Yield
1Y Return
Weight
FPET2
First Trust Preferred Securities & Income
8.0%
—
10.2%
ANCFXT2
American Funds Fundamental Invs A
22.8%
—
10%
XPAYT3
Roundhill Weekly Income
21.2%
—
10%
CAIBXT2
American Funds Capital Income Bldr A
22.9%
—
10%
AMLPT3
Alerian MLP
8.0%
—
10%
BKLNT2
Invesco Senior Loan ETF
6.0%
—
9.8%
QDVOT4
Amplify CWP Growth & Income ETF
11.3%
—
8.5%
VRPT2
Invesco Variable Rate Preferred ETF
10.3%
—
8.3%
BIZDT3
VanEck BDC Income
11.5%
—
8.2%
BILT1
SPDR Bloomberg 1-3 Month T-Bill ETF
4.8%
—
7.5%
SGOVT1
iShares 0-3 Month Treasury Bond ETF
3.9%
—
7.5%
Risk Distribution
T1
T2
T3
Cornerstone
15%
Yield Plus
48%
Sector Specialties
28%
Volatility Harvest
9%
High Octane
0%
Key Metrics
Weighted Yield
12.3%
Weighted Risk Tier
2.3
Monthly Income (on $10k)
$103/mo
Community
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Rankings
Yield#93
Short URL
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