Core Portfolio 701

Conservative

by SusanS8482 - 1/26/2026

Mix of income, growth, and stability

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FPET2

First Trust Preferred Securities & Income

6.0%
—
10.2%
ANCFXT2

American Funds Fundamental Invs A

0.7%
—
10%
XPAYT3

Roundhill Weekly Income

20.1%
—
10%
CAIBXT2

American Funds Capital Income Bldr A

2.4%
—
10%
AMLPT3

Alerian MLP

7.9%
—
10%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
9.8%
QDVOT4

Amplify CWP Growth & Income ETF

11.4%
—
8.5%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
8.3%
BIZDT3

VanEck BDC Income

15.3%
—
8.2%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
7.5%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.6%
—
7.5%
Risk Distribution
T1
T2
T3

Cornerstone

15%

Yield Plus

48%

Sector Specialties

28%

Volatility Harvest

9%

High Octane

0%

Key Metrics
Weighted Yield

7.4%

Weighted Risk Tier

2.3

Monthly Income (on $10k)

$62/mo

1Y Total Return

8.5%

Your Income Projection
$

$62

Monthly

$742

Annual

$2.03

Daily

Based on current dividend yields. Actual income may vary.

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Yield#92
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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.