Retirement Stability

Conservative

by AmandaW6620 - 3/6/2026

Treasury core with dividend aristocrats and a small preferred allocation for retirees seeking capital preservation with predictable monthly income.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.7%
—
30%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
25%
NOBLT1

ProShares S&P 500 Dividend Aristocrats

2.3%
—
20%
SDYT1

SPDR S&P Dividend

2.7%
—
15%
PFFT2

iShares Preferred and Income Securities

6.8%
—
10%
Risk Distribution
T1
T2

Cornerstone

90%

Yield Plus

10%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.2%

Weighted Risk Tier

1.6

Monthly Income (on $10k)

$35/mo

Your Income Projection
$

$35

Monthly

$421

Annual

$1.15

Daily

Based on current dividend yields. Actual income may vary.

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