Core Portfolio 716

Balanced

by PatriciaL5253 - 1/29/2026

High Yield / Medium Risk - Income focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
VRPT2

Invesco Variable Rate Preferred ETF

5.0%
—
9.5%
SRLNT2

State Street Blackstone Senior Loan ETF

7.4%
—
9.5%
BIZDT3

VanEck BDC Income

12.2%
—
9.4%
QDVOT4

Amplify CWP Growth & Income ETF

10.5%
—
9.2%
SDIVT3

Global X SuperDividend

8.9%
—
9.2%
JBBBT3

Janus Henderson B-BBB CLO ETF

6.3%
—
9%
MLPAT3

Global X MLP ETF

7.9%
—
9%
AMLPT3

Alerian MLP

8.0%
—
8.9%
FPET2

First Trust Preferred Securities & Income

4.5%
—
8.9%
KBWYT3

Invesco KBW Real Estate Finance

9.4%
—
8.8%
CGCPT2

Capital Group Core Plus Income ETF

4.1%
—
8.6%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

37%

Sector Specialties

54%

Volatility Harvest

9%

High Octane

0%

Key Metrics
Weighted Yield

8.7%

Weighted Risk Tier

2.7

Monthly Income (on $10k)

$73/mo

Your Income Projection
$

$73

Monthly

$874

Annual

$2.39

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#155
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