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

8.0%
—
40%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
35%
SCHDT2

Schwab US Dividend Equity

9.4%
—
12%
VYMT2

Vanguard High Div Yield

7.3%
—
8%
NOBLT1

ProShares S&P 500 Dividend Aristocrats

6.4%
—
5%
Risk Distribution
T1
T2

Cornerstone

80%

Yield Plus

20%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

6.5%

Weighted Risk Tier

1.2

Monthly Income (on $10k)

$54/mo

1Y Total Return

14.8%

Your Income Projection
$

$54

Monthly

$647

Annual

$1.77

Daily

Based on current dividend yields. Actual income may vary.

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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.