Speculative Core 129

Balanced

by KennethP3502 - 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

21.2%
—
20.3%
ANCFXT2

American Funds Fundamental Invs A

22.8%
—
20%
CAIBXT2

American Funds Capital Income Bldr A

22.9%
—
20%
GOOYT4

YieldMax GOOGL Option Income

37.3%
—
20%
AMECXT2

American Funds Income Fund of Amer A

30.8%
—
19.7%
Risk Distribution
T2
T3
T4

Cornerstone

0%

Yield Plus

60%

Sector Specialties

20%

Volatility Harvest

20%

High Octane

0%

Key Metrics
Weighted Yield

25.4%

Weighted Risk Tier

2.6

Monthly Income (on $10k)

$212/mo

Your Income Projection
$

$212

Monthly

$2,541

Annual

$6.96

Daily

Based on current dividend yields. Actual income may vary.

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Yield#9
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