Cash Flow King 521

Balanced

by AnthonyB5104 - 1/26/2026

Maximize current yield with moderate risk

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%
XPAYT3

Roundhill Weekly Income

20.1%
—
10%
FPET2

First Trust Preferred Securities & Income

6.5%
—
10%
AMLPT3

Alerian MLP

8.1%
—
9.9%
QDVOT4

Amplify CWP Growth & Income ETF

10.7%
—
7.8%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
7.5%
AMRFXT1

American Funds American Mutual F2

4.6%
—
7.5%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.7%
—
7.5%
ANCFXT2

American Funds Fundamental Invs A

20.2%
—
7.5%
CAIBXT2

American Funds Capital Income Bldr A

6.9%
—
7.5%
PCOFXT2

PCOFX

10.3%
—
7.4%
BIZDT3

VanEck BDC Income

23.0%
—
7.4%
Risk Distribution
T1
T2
T3
T4

Cornerstone

18%

Yield Plus

40%

Sector Specialties

27%

Volatility Harvest

15%

High Octane

0%

Key Metrics
Weighted Yield

10.2%

Weighted Risk Tier

2.4

Monthly Income (on $10k)

$85/mo

1Y Total Return

11.3%

Your Income Projection
$

$85

Monthly

$1,019

Annual

$2.79

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#55
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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.