Diversified Income

Balanced

by ETFExplorer - 12/16/2025

Broad diversification across income asset classes: equities, REITs, preferred stocks, and MLPs. Low-cost index approach.

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

JPMorgan Equity Premium Income

8.2%
—
25%
SCHDT2

Schwab US Dividend Equity

9.4%
—
20%
EMLPT3

First Trust North American Energy Infrastructure

8.6%
—
15%
HDVT1

iShares Core High Dividend

8.0%
—
15%
VNQT3

Vanguard Real Estate

10.6%
—
15%
PFFT2

iShares Preferred and Income Securities

5.5%
—
10%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

30%

Sector Specialties

30%

Volatility Harvest

25%

High Octane

0%

Key Metrics
Weighted Yield

8.6%

Weighted Risk Tier

2.6

Monthly Income (on $10k)

$71/mo

1Y Total Return

16.2%

Your Income Projection
$

$71

Monthly

$856

Annual

$2.35

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
818
Followers
29
Tracking This
48 users
Upvotes
Rankings
Yield#316
Total Return#7
Risk-Adjusted#6
Hedge Ideas

Strategies to protect your income portfolio against market downturns

Risk Scenario Simulator

Stress-test This Portfolio against historical market events.

Select a scenario above to run the simulation.

Portfolio Alerts
Discussion (0)

Sign in to join the discussion.

Activity
Embed This Portfolio
<iframe src="https://divagent.ai/portfolios/diversified-income/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/GfTzHZ
Get the next portfolio breakdown in your inbox
The Dividend Brief — free, risk-first, 2-min read.

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.