Diversified Income 120

Conservative

by CaseyC5525 - 1/27/2026

Mix of income, growth, and stability

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
15%
QDVOT4

Amplify CWP Growth & Income ETF

11.4%
—
12.6%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
12.4%
FPET2

First Trust Preferred Securities & Income

6.0%
—
10.2%
AMLPT3

Alerian MLP

7.9%
—
10%
AMRFXT1

American Funds American Mutual F2

1.6%
—
10%
ANCFXT2

American Funds Fundamental Invs A

0.7%
—
10%
XPAYT3

Roundhill Weekly Income

20.1%
—
10%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
9.8%
Risk Distribution
T1
T2
T3
T4

Cornerstone

25%

Yield Plus

42%

Sector Specialties

20%

Volatility Harvest

13%

High Octane

0%

Key Metrics
Weighted Yield

6.7%

Weighted Risk Tier

2.2

Monthly Income (on $10k)

$56/mo

1Y Total Return

9.8%

Your Income Projection
$

$56

Monthly

$674

Annual

$1.85

Daily

Based on current dividend yields. Actual income may vary.

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Yield#77
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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.