Conservative Boost 635

Balanced

by BarbaraS4856 - 1/26/2026

High yield from low-risk tickers only (Matrix Cell 1)

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.5%
—
20%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.5%
—
20%
INGT3

ING Groep N.V.

5.6%
—
12%
OHIT3

Omega Healthcare Investors Inc.

6.0%
—
12%
PFET3

Pfizer Inc

6.8%
-5.4%
12%
NWGT3

NatWest Group plc

2.9%
—
12%
DOWT3

Dow Inc.

5.1%
—
12%
Risk Distribution
T1
T3

Cornerstone

40%

Yield Plus

0%

Sector Specialties

60%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.6%

Weighted Risk Tier

2.2

Monthly Income (on $10k)

$38/mo

1Y Total Return

15.5%

Your Income Projection
$

$38

Monthly

$458

Annual

$1.25

Daily

Based on current dividend yields. Actual income may vary.

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Upvotes
Rankings
Yield#315
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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.