Balanced Blend 449

Conservative

by SarahM2886 - 1/29/2026

High Yield / Low Risk (rare combination)

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
AMLPT3

Alerian MLP

8.0%
—
17.5%
FPET2

First Trust Preferred Securities & Income

4.5%
—
17.5%
CGCPT2

Capital Group Core Plus Income ETF

4.1%
—
17%
FTSLT2

First Trust Senior Loan Fund

6.4%
—
16.2%
PFFDT4

Global X U.S. Preferred ETF

6.3%
—
16.2%
DHST2

WisdomTree US High Dividend

2.1%
—
15.6%
Risk Distribution
T2
T3
T4

Cornerstone

0%

Yield Plus

66%

Sector Specialties

18%

Volatility Harvest

16%

High Octane

0%

Key Metrics
Weighted Yield

6.9%

Weighted Risk Tier

2.5

Monthly Income (on $10k)

$58/mo

Your Income Projection
$

$58

Monthly

$692

Annual

$1.90

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
55
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#215
Hedge Ideas

Strategies to protect your income portfolio against market downturns

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/balanced-blend-449/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/BG425Z