All-Weather Conservative

Conservative

by GeorgeK4846 - 3/6/2026

Balanced exposure across treasuries, US dividends, utilities, and international equity designed to perform through multiple market regimes.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SCHDT2

Schwab US Dividend Equity

9.4%
—
20%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.5%
—
20%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
15%
HDVT1

iShares Core High Dividend

8.0%
—
15%
VYMIT1

Vanguard International High Dividend Yield

15.0%
—
15%
XLUT2

State Street Utilities Select Sector SPDR ETF

7.5%
—
15%
Risk Distribution
T1
T2

Cornerstone

65%

Yield Plus

35%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

7.7%

Weighted Risk Tier

1.4

Monthly Income (on $10k)

$64/mo

1Y Total Return

16.5%

Your Income Projection
$

$64

Monthly

$771

Annual

$2.11

Daily

Based on current dividend yields. Actual income may vary.

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Not investment advice. DivAgent model portfolios, scores, and tools are for educational and informational purposes only. They are not personalized recommendations, an offer, or a solicitation to buy or sell any security. Yields and returns are estimates based on historical and forecast data that may be delayed or inaccurate. Investing involves risk, including the possible loss of principal; past performance does not guarantee future results. Consult a licensed financial advisor before making investment decisions.