Capital Preservation Plus

Conservative

by GeorgeA2763 - 3/6/2026

80% treasuries for near-cash stability with 20% dividend equity overlay for inflation-beating income without meaningful risk.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
HDVT1

iShares Core High Dividend

3.8%
—
40%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
35%
SCHDT2

Schwab US Dividend Equity

3.7%
—
12%
VYMT2

Vanguard High Div Yield

2.5%
—
8%
NOBLT1

ProShares S&P 500 Dividend Aristocrats

2.3%
—
5%
Risk Distribution
T1
T2

Cornerstone

80%

Yield Plus

20%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.5%

Weighted Risk Tier

1.4

Monthly Income (on $10k)

$38/mo

Your Income Projection
$

$38

Monthly

$452

Annual

$1.24

Daily

Based on current dividend yields. Actual income may vary.

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