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

20.1%
—
12.2%
GOOYT4

YieldMax GOOGL Option Income

30.9%
—
12.1%
AMECXT2

American Funds Income Fund of Amer A

7.4%
—
11.9%
AMEFXT1

American Funds Income Fund of Amer F2

8.0%
—
11.9%
MSFOT4

YieldMax MSFT Option Income

32.1%
—
11.9%
CAIBXT2

American Funds Capital Income Bldr A

6.9%
—
10%
IGAAXT2

American Funds Intl Gr and Inc A

5.5%
—
10%
ANCFXT2

American Funds Fundamental Invs A

20.2%
—
10%
DIVOT4

Amplify CWP Enhanced Dividend Income ETF

4.7%
—
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

15.6%

Weighted Risk Tier

2.7

Monthly Income (on $10k)

$130/mo

1Y Total Return

16.1%

Your Income Projection
$

$130

Monthly

$1,557

Annual

$4.27

Daily

Based on current dividend yields. Actual income may vary.

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Yield#7
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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.