Treasury Foundation

Conservative

by GeorgeA2763 - 3/6/2026

70% short-term treasuries anchoring capital with 30% dividend aristocrats for income growth. Designed for capital safety with modest yield enhancement.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
35%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.5%
—
35%
NOBLT1

ProShares S&P 500 Dividend Aristocrats

6.4%
—
20%
HDVT1

iShares Core High Dividend

8.0%
—
10%
Risk Distribution
T1

Cornerstone

100%

Yield Plus

0%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.5%

Weighted Risk Tier

1.0

Monthly Income (on $10k)

$38/mo

1Y Total Return

7.4%

Your Income Projection
$

$38

Monthly

$454

Annual

$1.24

Daily

Based on current dividend yields. Actual income may vary.

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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.