Balanced Blend 104

Balanced

by KimberlyM2775 - 1/27/2026

Low Yield / Medium Risk - Growth focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BBRET3

JPMorgan BetaBuilders MSCI US REIT

1.5%
—
12.5%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
12.5%
CGCPT2

Capital Group Core Plus Income ETF

4.9%
—
12.5%
DHST2

WisdomTree US High Dividend

2.9%
—
12.5%
DIVT2

Global X SuperDividend U.S.

6.7%
—
12.5%
REZT3

iShares Residential Real Estate

4.3%
—
12.5%
RWRT3

SPDR Dow Jones REIT ETF

2.3%
—
12.5%
SCHHT3

Schwab US REIT

2.0%
—
12.5%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

50%

Sector Specialties

50%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

3.8%

Weighted Risk Tier

2.5

Monthly Income (on $10k)

$32/mo

1Y Total Return

14.2%

Your Income Projection
$

$32

Monthly

$381

Annual

$1.04

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#259
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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.