Cash Flow King 245

Conservative

by AndrewJ8045 - 1/26/2026

Maximize current yield with moderate risk

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
XPAYT3

Roundhill Weekly Income

20.1%
—
10%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
9.9%
QDVOT4

Amplify CWP Growth & Income ETF

11.4%
—
7.8%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
7.5%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.8%
—
7.5%
CAIBXT2

American Funds Capital Income Bldr A

2.4%
—
7.5%
AMRFXT1

American Funds American Mutual F2

1.6%
—
7.5%
ANCFXT2

American Funds Fundamental Invs A

0.7%
—
7.5%
PCOFXT2

PCOFX

10.9%
—
7.4%
BIZDT3

VanEck BDC Income

15.3%
—
7.4%
FPET2

First Trust Preferred Securities & Income

6.0%
—
6.8%
AMLPT3

Alerian MLP

7.9%
—
6.7%
DHST2

WisdomTree US High Dividend

2.9%
—
6.5%
Risk Distribution
T1
T2
T3
T4

Cornerstone

17%

Yield Plus

43%

Sector Specialties

24%

Volatility Harvest

15%

High Octane

0%

Key Metrics
Weighted Yield

7.4%

Weighted Risk Tier

2.4

Monthly Income (on $10k)

$61/mo

1Y Total Return

9.5%

Your Income Projection
$

$61

Monthly

$736

Annual

$2.02

Daily

Based on current dividend yields. Actual income may vary.

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Yield#73
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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.