Retirement Fortress

Conservative

by DividendDad - 12/21/2025

A conservative income portfolio focused on stable, high-quality dividend payers. Built for reliable monthly income with minimal volatility.

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

Schwab US Dividend Equity

9.4%
—
30%
VYMT2

Vanguard High Div Yield

7.3%
—
25%
DGROT2

iShares Core Div Growth

5.1%
—
20%
VIGT2

Vanguard Div Appreciation

5.0%
—
15%
DVYT1

iShares Select Dividend

9.4%
—
10%
Risk Distribution
T1
T2

Cornerstone

10%

Yield Plus

90%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

7.4%

Weighted Risk Tier

1.9

Monthly Income (on $10k)

$62/mo

1Y Total Return

22.1%

Your Income Projection
$

$62

Monthly

$739

Annual

$2.02

Daily

Based on current dividend yields. Actual income may vary.

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Upvotes
Rankings
Yield#332
Total Return#3
Risk-Adjusted#8
Hedge Ideas

Strategies to protect your income portfolio against market downturns

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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.