Growth & Income Harmony

Conservative

by BalancedBeth - 12/19/2025

Balanced approach blending dividend growth with current income. Designed for long-term wealth building with steady cash flow.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SCHDT2

Schwab US Dividend Equity

3.7%
—
25%
VIGT2

Vanguard Div Appreciation

1.6%
—
25%
DGRWT1

WisdomTree US Dividend Growth

0.3%
—
20%
JPMT2

JPMorgan Chase

1.8%
+36.3%
15%
OT3

Realty Income

5.0%
+11.0%
15%
Risk Distribution
T1
T2
T3

Cornerstone

20%

Yield Plus

65%

Sector Specialties

15%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

3.0%

Weighted Risk Tier

1.9

Monthly Income (on $10k)

$25/mo

1Y Total Return

2.7%

Your Income Projection
$

$25

Monthly

$304

Annual

$0.83

Daily

Based on current dividend yields. Actual income may vary.

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Upvotes
Rankings
Yield#331
Total Return#10
Risk-Adjusted#10
Hedge Ideas

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