Treasury Foundation

Conservative

by DividendDad - 1/20/2026

Ultra-conservative portfolio focused on capital preservation with short-term treasuries and AAA-rated floating rate securities. Ideal for risk-averse investors or cash parking.

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%
FLOTT1

iShares Floating Rate Bond ETF

4.1%
—
15%
JAAAT2

Janus Henderson AAA CLO ETF

4.7%
—
15%
Risk Distribution
T1
T2

Cornerstone

85%

Yield Plus

15%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

3.8%

Weighted Risk Tier

1.1

Monthly Income (on $10k)

$32/mo

1Y Total Return

3.5%

Your Income Projection
$

$32

Monthly

$379

Annual

$1.04

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#317
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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.