Coast FIRE Builder

Balanced

by FireSeeker - 12/25/2025

Strategic income ladder for the FIRE journey. Balanced between growth and income for those coasting to financial independence.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
JEPIT4

JPMorgan Equity Premium Income

7.0%
—
30%
SCHDT2

Schwab US Dividend Equity

3.7%
—
25%
MAINT3

Main Street Capital

5.4%
+5.3%
15%
VNQT3

Vanguard Real Estate

3.5%
—
15%
VYMT2

Vanguard High Div Yield

2.5%
—
15%
Risk Distribution
T2
T3
T4

Cornerstone

0%

Yield Plus

40%

Sector Specialties

30%

Volatility Harvest

30%

High Octane

0%

Key Metrics
Weighted Yield

5.3%

Weighted Risk Tier

2.9

Monthly Income (on $10k)

$44/mo

1Y Total Return

5.4%

Your Income Projection
$

$45

Monthly

$534

Annual

$1.46

Daily

Based on current dividend yields. Actual income may vary.

Community
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1680
Followers
112
Tracking This
150 users
Upvotes
Rankings
Yield#264
Total Return#6
Risk-Adjusted#5
Hedge Ideas

Strategies to protect your income portfolio against market downturns

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