Growth Focused 703

Conservative

by StephanieT3034 - 1/26/2026

Low yield from Tier 4-5 for weighted tier >3.0 (Matrix Cell 9)

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
ANCFXT2

American Funds Fundamental Invs A

22.8%
—
20%
CAIBXT2

American Funds Capital Income Bldr A

22.9%
—
20%
XPAYT3

Roundhill Weekly Income

21.2%
—
15.3%
GOOYT4

YieldMax GOOGL Option Income

37.3%
—
15.1%
AMECXT2

American Funds Income Fund of Amer A

30.8%
—
14.8%
AMEFXT1

American Funds Income Fund of Amer F2

31.1%
—
14.8%
Risk Distribution
T1
T2
T3
T4

Cornerstone

15%

Yield Plus

55%

Sector Specialties

15%

Volatility Harvest

15%

High Octane

0%

Key Metrics
Weighted Yield

26.0%

Weighted Risk Tier

2.3

Monthly Income (on $10k)

$217/mo

Your Income Projection
$

$217

Monthly

$2,600

Annual

$7.12

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#5
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