Dividend Growth Classic

Conservative

by BalancedBeth - 1/20/2026

Time-tested dividend growth strategy using quality ETFs. Focuses on companies with consistent dividend increases and strong fundamentals. Built for long-term compounding.

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

Schwab US Dividend Equity

9.4%
—
30%
VIGT2

Vanguard Div Appreciation

5.0%
—
25%
DGROT2

iShares Core Div Growth

5.1%
—
20%
DGRWT1

WisdomTree US Dividend Growth

2.0%
—
15%
HDVT1

iShares Core High Dividend

8.0%
—
10%
Risk Distribution
T1
T2

Cornerstone

25%

Yield Plus

75%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

6.2%

Weighted Risk Tier

1.8

Monthly Income (on $10k)

$52/mo

1Y Total Return

20.0%

Your Income Projection
$

$52

Monthly

$621

Annual

$1.70

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
139
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#334
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/dividend-growth-classic/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/DgCl02
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.