Treasury Foundation

Conservative

by GeorgeA2763 - 3/6/2026

70% short-term treasuries anchoring capital with 30% dividend aristocrats for income growth. Designed for capital safety with modest yield enhancement.

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%
NOBLT1

ProShares S&P 500 Dividend Aristocrats

2.3%
—
20%
HDVT1

iShares Core High Dividend

3.8%
—
10%
Risk Distribution
T1

Cornerstone

100%

Yield Plus

0%

Sector Specialties

0%

Volatility Harvest

0%

High Octane

0%

Key Metrics
Weighted Yield

3.8%

Weighted Risk Tier

1.3

Monthly Income (on $10k)

$32/mo

Your Income Projection
$

$32

Monthly

$382

Annual

$1.05

Daily

Based on current dividend yields. Actual income may vary.

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