Safe Harbor 862

Conservative

by SarahM4270 - 1/26/2026

Capital safety with modest income

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

iShares 0-3 Month Treasury Bond ETF

3.7%
—
11%
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
10.8%
FPET2

First Trust Preferred Securities & Income

4.5%
—
10.1%
AIBAXT2

American Funds Interm Bd Fd of Amer A

3.6%
—
10%
AMLPT3

Alerian MLP

8.0%
—
10%
ABNDXT1

American Funds Bond Fund of Amer A

3.9%
—
10%
ANCFXT2

American Funds Fundamental Invs A

22.8%
—
10%
QDVOT4

Amplify CWP Growth & Income ETF

10.5%
—
10%
SDIVT3

Global X SuperDividend

8.9%
—
10%
NBILT1

GraniteShares Ultra Short Income ETF

—
—
8.1%
Risk Distribution
T1
T2
T3
T4

Cornerstone

40%

Yield Plus

30%

Sector Specialties

20%

Volatility Harvest

10%

High Octane

0%

Key Metrics
Weighted Yield

7.6%

Weighted Risk Tier

2.0

Monthly Income (on $10k)

$64/mo

Your Income Projection
$

$64

Monthly

$763

Annual

$2.09

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#206
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