Conservative Growth & Income

Conservative

by AmandaW6620 - 3/6/2026

SCHD, VYM, and VIG blend targeting dividend growth with modest yield and sector diversification.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SCHDT2

Schwab US Dividend Equity

3.7%
—
40%
VYMT2

Vanguard High Div Yield

2.5%
—
35%
VIGT2

Vanguard Div Appreciation

1.6%
—
25%
Risk Distribution
T2

Cornerstone

0%

Yield Plus

100%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

2.8%

Weighted Risk Tier

2.0

Monthly Income (on $10k)

$24/mo

Your Income Projection
$

$24

Monthly

$283

Annual

$0.78

Daily

Based on current dividend yields. Actual income may vary.

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