Core Portfolio 306

Balanced

by RonaldW159 - 1/29/2026

High Yield / High Risk - Aggressive income

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
AMLPT3

Alerian MLP

8.0%
—
10.7%
YMAGT5

YieldMax Magnificent 7 Fund

46.5%
—
8.2%
BIZDT3

VanEck BDC Income

12.2%
—
8%
AIPIT4

YieldMax AI & Tech Portfolio

38.4%
—
7.8%
AMECXT2

American Funds Income Fund of Amer A

30.8%
—
7.8%
AMEFXT1

American Funds Income Fund of Amer F2

31.1%
—
7.8%
SRLNT2

State Street Blackstone Senior Loan ETF

7.4%
—
7.8%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.8%
—
7.4%
GPIQT4

Goldman Sachs Nasdaq-100 Core Premium Income ETF

10.8%
—
7.2%
QQQIT4

NEOS Nasdaq 100 High Income

14.5%
—
7%
FEPIT3

REX FANG & Innovation Premium

27.2%
—
6.8%
SPYIT4

NEOS S&P 500 High Income

12.3%
—
6.8%
AMRFXT1

American Funds American Mutual F2

25.4%
—
6.7%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

16%

Sector Specialties

26%

Volatility Harvest

36%

High Octane

8%

Key Metrics
Weighted Yield

19.9%

Weighted Risk Tier

3.1

Monthly Income (on $10k)

$166/mo

Your Income Projection
$

$166

Monthly

$1,990

Annual

$5.45

Daily

Based on current dividend yields. Actual income may vary.

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Yield#13
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