High Beta Low Div 674

Balanced

by JosephW7146 - 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
XPAYT3

Roundhill Weekly Income

21.2%
—
12.2%
GOOYT4

YieldMax GOOGL Option Income

37.3%
—
12.1%
AMECXT2

American Funds Income Fund of Amer A

30.8%
—
11.9%
AMEFXT1

American Funds Income Fund of Amer F2

31.1%
—
11.9%
MSFOT4

YieldMax MSFT Option Income

27.9%
—
11.9%
CAIBXT2

American Funds Capital Income Bldr A

22.9%
—
10%
IGAAXT2

American Funds Intl Gr and Inc A

23.6%
—
10%
ANCFXT2

American Funds Fundamental Invs A

22.8%
—
10%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.8%
—
10%
Risk Distribution
T1
T2
T3
T4

Cornerstone

12%

Yield Plus

42%

Sector Specialties

12%

Volatility Harvest

34%

High Octane

0%

Key Metrics
Weighted Yield

25.6%

Weighted Risk Tier

2.7

Monthly Income (on $10k)

$213/mo

Your Income Projection
$

$213

Monthly

$2,555

Annual

$7.00

Daily

Based on current dividend yields. Actual income may vary.

Community
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Yield#7
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