Core Portfolio 706

Balanced

by EdwardK2324 - 1/29/2026

Low Yield / Medium Risk - Growth focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FDLT3

First Trust Morningstar Dividend Leaders Index Fund

11.5%
—
10.3%
SCHHT3

Schwab US REIT

8.4%
—
10.1%
IDVT2

iShares International Select Dividend

31.4%
—
10%
JAAAT2

Janus Henderson AAA CLO ETF

4.7%
—
10%
JPIET3

JPMorgan Income ETF

5.6%
—
10%
VNQT3

Vanguard Real Estate

10.6%
—
10%
CGCPT2

Capital Group Core Plus Income ETF

4.4%
—
10%
BKLNT2

Invesco Senior Loan ETF

5.9%
—
10%
IYRT3

iShares US Real Estate

5.9%
—
9.8%
RWRT3

SPDR Dow Jones REIT ETF

10.1%
—
9.8%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

40%

Sector Specialties

60%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

9.9%

Weighted Risk Tier

2.6

Monthly Income (on $10k)

$82/mo

1Y Total Return

15.5%

Your Income Projection
$

$82

Monthly

$988

Annual

$2.71

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
4
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#303
Hedge Ideas

Strategies to protect your income portfolio against market downturns

Risk Scenario Simulator

Stress-test This Portfolio against historical market events.

Select a scenario above to run the simulation.

Portfolio Alerts
Discussion (0)

Sign in to join the discussion.

Activity
Embed This Portfolio
<iframe src="https://divagent.ai/portfolios/core-portfolio-706/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/MZ9QAV
Get the next portfolio breakdown in your inbox
The Dividend Brief — free, risk-first, 2-min read.

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.