Quality Foundation 321

Conservative

by ElizabethH7285 - 1/26/2026

Medium yield from low-risk tickers only (Matrix Cell 2)

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

First Trust Preferred Securities & Income

6.5%
—
20.4%
AMLPT3

Alerian MLP

8.1%
—
20%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
20%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.5%
—
20%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
19.6%
Risk Distribution
T1
T2
T3

Cornerstone

40%

Yield Plus

40%

Sector Specialties

20%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

5.5%

Weighted Risk Tier

1.8

Monthly Income (on $10k)

$46/mo

1Y Total Return

6.1%

Your Income Projection
$

$46

Monthly

$554

Annual

$1.52

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#226
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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.