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

20.2%
—
20%
CAIBXT2

American Funds Capital Income Bldr A

6.9%
—
20%
XPAYT3

Roundhill Weekly Income

20.1%
—
15.3%
GOOYT4

YieldMax GOOGL Option Income

30.9%
—
15.1%
AMECXT2

American Funds Income Fund of Amer A

7.4%
—
14.8%
AMEFXT1

American Funds Income Fund of Amer F2

8.0%
—
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

15.4%

Weighted Risk Tier

2.3

Monthly Income (on $10k)

$129/mo

1Y Total Return

20.9%

Your Income Projection
$

$129

Monthly

$1,544

Annual

$4.23

Daily

Based on current dividend yields. Actual income may vary.

Community
Views
123
Followers
0
Tracking This
0 users
Upvotes
Rankings
Yield#5
AI Portfolio Insights

Unlock AI Portfolio Insights

Get actionable analysis on concentration risk, sector exposure, yield sustainability, and hidden blind spots.

Hedge Ideas
Premium

Strategies to protect your income portfolio against market downturns

Full Hedge Strategy Unlocked with Premium

See all recommendations, allocation sizes, yield impact analysis, and drawdown estimates.

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/growth-focused-703/embed?theme=light" width="400" height="320" frameborder="0" style="border-radius: 12px; border: 1px solid #e5e7eb;"></iframe>

Preview

Short URL

divagent.ai/p/6TZNW7
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.