All-Weather 958

Balanced

by SandraP2652 - 1/29/2026

Low Yield / Medium Risk - Growth focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FDLT3

First Trust Morningstar Dividend Leaders Index Fund

4.6%
—
12.8%
SCHHT3

Schwab US REIT

4.1%
—
12.6%
CGCPT2

Capital Group Core Plus Income ETF

4.1%
—
12.5%
IDVT2

iShares International Select Dividend

5.7%
—
12.5%
BKLNT2

Invesco Senior Loan ETF

6.3%
—
12.5%
JAAAT2

Janus Henderson AAA CLO ETF

4.3%
—
12.5%
VNQT3

Vanguard Real Estate

3.5%
—
12.4%
IYRT3

iShares US Real Estate

3.6%
—
12.2%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

50%

Sector Specialties

50%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

5.0%

Weighted Risk Tier

2.5

Monthly Income (on $10k)

$41/mo

Your Income Projection
$

$41

Monthly

$497

Annual

$1.36

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#310
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