Quality Yield 813

Balanced

by MichelleH1629 - 1/26/2026

High yield from Tier 2 only for weighted tier ≤2.0 (Matrix Cell 1)

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
INGT3

ING Groep N.V.

5.6%
—
15.6%
DEOT1

Diageo plc

5.5%
—
15.4%
NVST2

Novartis AG

2.8%
—
15.4%
UBST2

UBS Group AG

1.9%
—
15.4%
VALET3

Vale S.A.

4.9%
—
15.4%
FPET2

First Trust Preferred Securities & Income

6.0%
—
11.5%
AMLPT3

Alerian MLP

7.9%
—
11.3%
Risk Distribution
T1
T2
T3

Cornerstone

15%

Yield Plus

42%

Sector Specialties

42%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.8%

Weighted Risk Tier

2.3

Monthly Income (on $10k)

$40/mo

1Y Total Return

24.6%

Your Income Projection
$

$40

Monthly

$479

Annual

$1.31

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#288
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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.