Diversified Income

Balanced

by ETFExplorer - 12/16/2025

Broad diversification across income asset classes: equities, REITs, preferred stocks, and MLPs. Low-cost index approach.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
JEPIT4

JPMorgan Equity Premium Income

7.0%
—
25%
SCHDT2

Schwab US Dividend Equity

3.7%
—
20%
EMLPT3

First Trust North American Energy Infrastructure

2.9%
—
15%
HDVT1

iShares Core High Dividend

3.8%
—
15%
VNQT3

Vanguard Real Estate

3.5%
—
15%
PFFT2

iShares Preferred and Income Securities

6.8%
—
10%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

30%

Sector Specialties

30%

Volatility Harvest

25%

High Octane

0%

Key Metrics
Weighted Yield

4.8%

Weighted Risk Tier

2.6

Monthly Income (on $10k)

$40/mo

1Y Total Return

4.7%

Your Income Projection
$

$40

Monthly

$475

Annual

$1.30

Daily

Based on current dividend yields. Actual income may vary.

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Upvotes
Rankings
Yield#316
Total Return#7
Risk-Adjusted#6
Hedge Ideas

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