Test

Conservative

by Anonymous - 1/14/2026

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
JEPIT4

JPMorgan Equity Premium Income

8.2%
—
40%
SCHDT2

Schwab US Dividend Equity

9.4%
—
40%
AAPLT2

Apple Inc

0.4%
+9.9%
20%
Risk Distribution
T2
T4

Cornerstone

0%

Yield Plus

60%

Sector Specialties

0%

Volatility Harvest

40%

High Octane

0%

Key Metrics
Weighted Yield

7.1%

Weighted Risk Tier

2.8

Monthly Income (on $10k)

$59/mo

1Y Total Return

20.3%

Your Income Projection
$

$59

Monthly

$711

Annual

$1.95

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#287
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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.