Conservative Growth & Income

Conservative

by AmandaW6620 - 3/6/2026

SCHD, VYM, and VIG blend targeting dividend growth with modest yield and sector diversification.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SCHDT2

Schwab US Dividend Equity

9.4%
—
40%
VYMT2

Vanguard High Div Yield

7.3%
—
35%
VIGT2

Vanguard Div Appreciation

5.0%
—
25%
Risk Distribution
T2

Cornerstone

0%

Yield Plus

100%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

7.6%

Weighted Risk Tier

2.0

Monthly Income (on $10k)

$63/mo

1Y Total Return

22.4%

Your Income Projection
$

$63

Monthly

$759

Annual

$2.08

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.