Conservative Boost 969

Conservative

by EmilyC1932 - 1/26/2026

High yield from Tier 2 only for weighted tier ≤2.0 (Matrix Cell 1)

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FPET2

First Trust Preferred Securities & Income

6.5%
—
20.5%
AMLPT3

Alerian MLP

8.1%
—
20.1%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
19.8%
CGCPT2

Capital Group Core Plus Income ETF

4.4%
—
19.8%
DHST2

WisdomTree US High Dividend

3.8%
—
19.8%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

80%

Sector Specialties

20%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

5.8%

Weighted Risk Tier

2.2

Monthly Income (on $10k)

$48/mo

1Y Total Return

8.9%

Your Income Projection
$

$48

Monthly

$577

Annual

$1.58

Daily

Based on current dividend yields. Actual income may vary.

Community
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Upvotes
Rankings
Yield#208
Hedge Ideas

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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.