The Middle Path 558

Balanced

by AshleyA3647 - 1/29/2026

High Yield / High Risk - Aggressive income

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BIZDT3

VanEck BDC Income

15.3%
—
7.9%
SRLNT2

State Street Blackstone Senior Loan ETF

6.9%
—
7.8%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.8%
—
7.4%
GPIQT4

Goldman Sachs Nasdaq-100 Core Premium Income ETF

10.8%
—
7.2%
QQQIT4

NEOS Nasdaq 100 High Income

14.2%
—
7%
FEPIT3

REX FANG & Innovation Premium

6.1%
—
6.8%
SPYIT4

NEOS S&P 500 High Income

12.1%
—
6.8%
AMRFXT1

American Funds American Mutual F2

1.6%
—
6.7%
YMAGT5

YieldMax Magnificent 7 Fund

48.0%
—
6.6%
AMZYT4

YieldMax AMZN Option Income

43.7%
—
6.3%
AMEFXT1

American Funds Income Fund of Amer F2

2.7%
—
6.3%
AMECXT2

American Funds Income Fund of Amer A

2.5%
—
6.3%
AIPIT4

YieldMax AI & Tech Portfolio

8.3%
—
6.3%
FPET2

First Trust Preferred Securities & Income

6.0%
—
5.3%
AMLPT3

Alerian MLP

7.8%
—
5.3%
Risk Distribution
T1
T2
T3
T4

Cornerstone

13%

Yield Plus

19%

Sector Specialties

20%

Volatility Harvest

41%

High Octane

7%

Key Metrics
Weighted Yield

12.7%

Weighted Risk Tier

3.1

Monthly Income (on $10k)

$106/mo

1Y Total Return

10.7%

Your Income Projection
$

$106

Monthly

$1,271

Annual

$3.48

Daily

Based on current dividend yields. Actual income may vary.

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Yield#22
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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.