All-Weather 623

Balanced

by DeborahD6638 - 1/29/2026

Medium Yield / Medium Risk - Balanced core

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

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
10%
BIZDT3

VanEck BDC Income

12.2%
—
9.4%
SRLNT2

State Street Blackstone Senior Loan ETF

7.4%
—
9.3%
VRPT2

Invesco Variable Rate Preferred ETF

5.0%
—
9.3%
FDLT3

First Trust Morningstar Dividend Leaders Index Fund

4.6%
—
9%
QDVOT4

Amplify CWP Growth & Income ETF

10.5%
—
9%
SDIVT3

Global X SuperDividend

8.9%
—
9%
AMLPT3

Alerian MLP

8.0%
—
8.9%
FPET2

First Trust Preferred Securities & Income

4.5%
—
8.9%
CGCPT2

Capital Group Core Plus Income ETF

4.1%
—
8.6%
BKLNT2

Invesco Senior Loan ETF

6.3%
—
8.6%
Risk Distribution
T1
T2
T3

Cornerstone

10%

Yield Plus

45%

Sector Specialties

36%

Volatility Harvest

9%

High Octane

0%

Key Metrics
Weighted Yield

7.9%

Weighted Risk Tier

2.4

Monthly Income (on $10k)

$66/mo

Your Income Projection
$

$66

Monthly

$789

Annual

$2.16

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#176
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