The Middle Path 269

Balanced

by QuinnY9108 - 1/29/2026

Low Yield / Medium Risk - Growth focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FDLT3

First Trust Morningstar Dividend Leaders Index Fund

3.2%
—
12.8%
SCHHT3

Schwab US REIT

2.0%
—
12.6%
CGCPT2

Capital Group Core Plus Income ETF

4.9%
—
12.5%
IDVT2

iShares International Select Dividend

1.8%
—
12.5%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
12.5%
JAAAT2

Janus Henderson AAA CLO ETF

4.7%
—
12.5%
VNQT3

Vanguard Real Estate

3.9%
—
12.4%
IYRT3

iShares US Real Estate

1.1%
—
12.2%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

50%

Sector Specialties

50%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

3.4%

Weighted Risk Tier

2.5

Monthly Income (on $10k)

$29/mo

1Y Total Return

12.7%

Your Income Projection
$

$29

Monthly

$344

Annual

$0.94

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#306
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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.