Safe Harbor 551

Conservative

by WilliamW8067 - 1/26/2026

Capital safety with modest income

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
QDVOT3

Amplify CWP Growth & Income ETF

10.9%
—
19.9%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.7%
—
15%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.7%
—
15%
FPET2

First Trust Preferred Securities & Income

6.1%
—
13.5%
ABNDXT2

American Funds Bond Fund of Amer A

4.2%
—
13.3%
AIBAXT2

American Funds Interm Bd Fd of Amer A

4.0%
—
13.3%
ANCFXT4

American Funds Fundamental Invs A

20.6%
—
10%
Risk Distribution
T1
T2
T3
T4

Cornerstone

30%

Yield Plus

40%

Sector Specialties

20%

Volatility Harvest

10%

High Octane

0%

Key Metrics
Weighted Yield

7.2%

Weighted Risk Tier

2.1

Monthly Income (on $10k)

$60/mo

1Y Total Return

7.1%

Your Income Projection
$

$60

Monthly

$725

Annual

$1.99

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#167
Hedge Ideas

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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.