Treasury Foundation

Conservative

by DividendDad - 1/20/2026

Ultra-conservative portfolio focused on capital preservation with short-term treasuries and AAA-rated floating rate securities. Ideal for risk-averse investors or cash parking.

Portfolio Health Score
vs Benchmarks
Upcoming DividendsEstimated
Allocations
Ticker
Yield
1Y Return
Weight
BILT1

SPDR Bloomberg 1-3 Month T-Bill ETF

3.6%
—
35%
SGOVT1

iShares 0-3 Month Treasury Bond ETF

3.7%
—
35%
FLOTT1

iShares Floating Rate Bond ETF

4.1%
—
15%
JAAAT2

Janus Henderson AAA CLO ETF

4.3%
—
15%
Risk Distribution
T1
T2

Cornerstone

85%

Yield Plus

15%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

4.6%

Weighted Risk Tier

1.1

Monthly Income (on $10k)

$38/mo

Your Income Projection
$

$38

Monthly

$461

Annual

$1.26

Daily

Based on current dividend yields. Actual income may vary.

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Rankings
Yield#317
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