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

9.4%
—
25%
VIGT2

Vanguard Div Appreciation

5.0%
—
25%
DGRWT1

WisdomTree US Dividend Growth

2.0%
—
20%
JPMT2

JPMorgan Chase

1.8%
+36.3%
15%
OT3

Realty Income

5.1%
+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

5.1%

Weighted Risk Tier

1.9

Monthly Income (on $10k)

$42/mo

1Y Total Return

17.2%

Your Income Projection
$

$42

Monthly

$505

Annual

$1.38

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

Strategies to protect your income portfolio against market downturns

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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.