The Middle Path 795

Balanced

by SharonC2416 - 1/29/2026

High Yield / Medium Risk - Income focused

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
FPET2

First Trust Preferred Securities & Income

6.1%
—
8.9%
AMLPT2

Alerian MLP

22.2%
—
8.6%
BIZDT3

VanEck BDC Income

21.6%
—
8.6%
CGCPT2

Capital Group Core Plus Income ETF

4.8%
—
8.6%
VRPT3

Invesco Variable Rate Preferred ETF

4.5%
—
8.5%
SRLNT3

State Street Blackstone Senior Loan ETF

7.5%
—
8.5%
QDVOT3

Amplify CWP Growth & Income ETF

10.9%
—
8.2%
SDIVT3

Global X SuperDividend

8.6%
—
8.2%
MLPAT3

Global X MLP ETF

21.4%
—
8.1%
JBBBT3

Janus Henderson B-BBB CLO ETF

6.1%
—
8.1%
KBWYT3

Invesco KBW Real Estate Finance

8.0%
—
7.9%
PCOFXT3

PCOFX

5.5%
—
7.8%
Risk Distribution
T2
T3

Cornerstone

0%

Yield Plus

26%

Sector Specialties

74%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

10.6%

Weighted Risk Tier

2.7

Monthly Income (on $10k)

$89/mo

1Y Total Return

13.1%

Your Income Projection
$

$89

Monthly

$1,062

Annual

$2.91

Daily

Based on current dividend yields. Actual income may vary.

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Upvotes
Rankings
Yield#150
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.