The Middle Path 358

Balanced

by WilliamK8796 - 1/29/2026

High Yield / High Risk - Aggressive income

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
AMLPT3

Alerian MLP

8.1%
—
10.7%
YMAGT5

YieldMax Magnificent 7 Fund

32.4%
—
8.2%
BIZDT3

VanEck BDC Income

23.0%
—
8%
AIPIT4

YieldMax AI & Tech Portfolio

8.1%
—
7.8%
AMECXT2

American Funds Income Fund of Amer A

7.4%
—
7.8%
AMEFXT1

American Funds Income Fund of Amer F2

8.0%
—
7.8%
SRLNT2

State Street Blackstone Senior Loan ETF

6.9%
—
7.8%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.7%
—
7.4%
GPIQT4

Goldman Sachs Nasdaq-100 Core Premium Income ETF

10.8%
—
7.2%
QQQIT4

NEOS Nasdaq 100 High Income

14.1%
—
7%
FEPIT3

REX FANG & Innovation Premium

5.9%
—
6.8%
SPYIT4

NEOS S&P 500 High Income

11.9%
—
6.8%
AMRFXT1

American Funds American Mutual F2

4.6%
—
6.7%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

16%

Sector Specialties

26%

Volatility Harvest

36%

High Octane

8%

Key Metrics
Weighted Yield

11.4%

Weighted Risk Tier

3.1

Monthly Income (on $10k)

$95/mo

1Y Total Return

10.0%

Your Income Projection
$

$95

Monthly

$1,137

Annual

$3.12

Daily

Based on current dividend yields. Actual income may vary.

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Yield#14
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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.