Coast FIRE Builder

Balanced

by FireSeeker - 12/25/2025

Strategic income ladder for the FIRE journey. Balanced between growth and income for those coasting to financial independence.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
JEPIT4

JPMorgan Equity Premium Income

8.2%
—
30%
SCHDT2

Schwab US Dividend Equity

9.4%
—
25%
MAINT3

Main Street Capital

6.0%
+5.3%
15%
VNQT3

Vanguard Real Estate

10.6%
—
15%
VYMT2

Vanguard High Div Yield

7.3%
—
15%
Risk Distribution
T2
T3
T4

Cornerstone

0%

Yield Plus

40%

Sector Specialties

30%

Volatility Harvest

30%

High Octane

0%

Key Metrics
Weighted Yield

8.4%

Weighted Risk Tier

2.9

Monthly Income (on $10k)

$70/mo

1Y Total Return

12.2%

Your Income Projection
$

$70

Monthly

$839

Annual

$2.30

Daily

Based on current dividend yields. Actual income may vary.

Community
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Followers
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Tracking This
150 users
Upvotes
Rankings
Yield#264
Total Return#6
Risk-Adjusted#5
Hedge Ideas

Strategies to protect your income portfolio against market downturns

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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.