Sharpe Maximizer

Conservative

by QuantQueen - 12/26/2025

Risk-adjusted return optimization. Lower yield but superior Sharpe ratio through quality factor exposure and dividend growth.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
SCHDT2

Schwab US Dividend Equity

9.4%
—
35%
VIGT2

Vanguard Div Appreciation

5.0%
—
30%
DGROT2

iShares Core Div Growth

5.1%
—
20%
HDVT1

iShares Core High Dividend

8.0%
—
15%
Risk Distribution
T1
T2

Cornerstone

15%

Yield Plus

85%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

7.0%

Weighted Risk Tier

1.9

Monthly Income (on $10k)

$59/mo

1Y Total Return

21.4%

Your Income Projection
$

$59

Monthly

$703

Annual

$1.93

Daily

Based on current dividend yields. Actual income may vary.

Community
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Followers
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Tracking This
56 users
Upvotes
Rankings
Yield#333
Total Return#4
Risk-Adjusted#9
Hedge Ideas

Strategies to protect your income portfolio against market downturns

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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.