Safe Harbor 551

Conservative

by WilliamW8067 - 1/26/2026

Capital safety with modest income

Allocations
Ticker
Yield
1Y Return
Weight
QDVOT4

Amplify CWP Growth & Income ETF

11.3%
—
19.9%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

4.8%
—
15%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.9%
—
15%
FPET2

First Trust Preferred Securities & Income

8.0%
—
13.5%
ABNDXT1

American Funds Bond Fund of Amer A

4.0%
—
13.3%
AIBAXT2

American Funds Interm Bd Fd of Amer A

3.8%
—
13.3%
ANCFXT2

American Funds Fundamental Invs A

22.8%
—
10%
Risk Distribution
T1
T2
T4

Cornerstone

43%

Yield Plus

37%

Sector Specialties

0%

Volatility Harvest

20%

High Octane

0%

Key Metrics
Weighted Yield

7.9%

Weighted Risk Tier

2.0

Monthly Income (on $10k)

$66/mo

Community
Views
36
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#167

Short URL

divagent.ai/p/TMCFYP