Balanced Blend 597

Balanced

by EdwardL1514 - 1/29/2026

Medium Yield / Medium Risk - Balanced core

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
10.2%
AMLPT3

Alerian MLP

8.1%
—
8.9%
FPET2

First Trust Preferred Securities & Income

6.5%
—
8.9%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
8.6%
CGCPT2

Capital Group Core Plus Income ETF

4.4%
—
8.6%
BIZDT3

VanEck BDC Income

23.0%
—
8.1%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
8%
SRLNT2

State Street Blackstone Senior Loan ETF

6.9%
—
8%
QDVOT4

Amplify CWP Growth & Income ETF

10.7%
—
7.7%
SDIVT3

Global X SuperDividend

8.8%
—
7.7%
FDLT3

First Trust Morningstar Dividend Leaders Index Fund

11.5%
—
7.7%
JBBBT3

Janus Henderson B-BBB CLO ETF

5.9%
—
7.6%
Risk Distribution
T1
T2
T3

Cornerstone

10%

Yield Plus

42%

Sector Specialties

40%

Volatility Harvest

8%

High Octane

0%

Key Metrics
Weighted Yield

8.2%

Weighted Risk Tier

2.5

Monthly Income (on $10k)

$68/mo

1Y Total Return

7.6%

Your Income Projection
$

$68

Monthly

$816

Annual

$2.24

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#186
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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.