Core Portfolio 816

Conservative

by BrianW5572 - 1/29/2026

Medium Yield / Low Risk - Conservative income

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
20.4%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.7%
—
19.8%
FPET2

First Trust Preferred Securities & Income

4.5%
—
12.2%
AMLPT3

Alerian MLP

8.0%
—
12.2%
CGCPT2

Capital Group Core Plus Income ETF

4.1%
—
11.8%
BKLNT2

Invesco Senior Loan ETF

6.3%
—
11.8%
IDVT2

iShares International Select Dividend

5.7%
—
11.8%
Risk Distribution
T1
T2
T3

Cornerstone

40%

Yield Plus

48%

Sector Specialties

12%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

5.8%

Weighted Risk Tier

1.7

Monthly Income (on $10k)

$48/mo

Your Income Projection
$

$48

Monthly

$579

Annual

$1.59

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#242
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