All-Weather 916

Balanced

by DorothyW7465 - 1/26/2026

Mix of income, growth, and stability

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
XPAYT3

Roundhill Weekly Income

20.1%
—
9.9%
QDVOT4

Amplify CWP Growth & Income ETF

10.7%
—
8.5%
VRPT2

Invesco Variable Rate Preferred ETF

4.4%
—
8.3%
BIZDT3

VanEck BDC Income

23.0%
—
8.2%
FPET2

First Trust Preferred Securities & Income

6.5%
—
7.7%
AMLPT3

Alerian MLP

8.1%
—
7.5%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
7.5%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.5%
—
7.5%
CGCPT2

Capital Group Core Plus Income ETF

4.4%
—
7.4%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
7.4%
CAIBXT2

American Funds Capital Income Bldr A

6.9%
—
6.7%
ANCFXT2

American Funds Fundamental Invs A

20.2%
—
6.7%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.7%
—
6.7%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

44%

Sector Specialties

26%

Volatility Harvest

15%

High Octane

0%

Key Metrics
Weighted Yield

9.7%

Weighted Risk Tier

2.4

Monthly Income (on $10k)

$81/mo

1Y Total Return

10.3%

Your Income Projection
$

$81

Monthly

$970

Annual

$2.66

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
18
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#85
AI Portfolio Insights

Unlock AI Portfolio Insights

Get actionable analysis on concentration risk, sector exposure, yield sustainability, and hidden blind spots.

Hedge Ideas
Premium

Strategies to protect your income portfolio against market downturns

Full Hedge Strategy Unlocked with Premium

See all recommendations, allocation sizes, yield impact analysis, and drawdown estimates.

Risk Scenario Simulator

Stress-test This Portfolio against historical market events.

Select a scenario above to run the simulation.

Portfolio Alerts
Discussion (0)

Sign in to join the discussion.

Activity
Embed This Portfolio
<iframe src="https://divagent.ai/portfolios/all-weather-916/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/KAQNBK
Get the next portfolio breakdown in your inbox
The Dividend Brief — free, risk-first, 2-min read.

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.