Medium50s and older

High-Yield Income Portfolio

A portfolio focused on generating high dividend and interest income

Expected Return

7-9% annually

Expected Dividend

5-7% annually

Rebalancing

Quarterly

Asset Allocation

JEPI (20%)

QYLD (15%)

HYG (20%)

VNQ (20%)

SCHD (25%)

JEPI

Monthly dividend strategy with covered call overlay

20%

QYLD

Covered call income strategy

15%

HYG

High-yield corporate bonds

20%

VNQ

Real estate investment trusts (REITs)

20%

SCHD

Quality dividend growth stocks

25%

Advantages

✓High cash yield
✓Regular income stream
✓Inflation hedge

Risks

!Principal loss risk
!Tax burden
!Interest rate sensitivity

Allocation by Investment Amount

If investing $1,000

JEPI$200

QYLD$150

HYG$200

VNQ$200

SCHD$250

If investing $5,000

JEPI$1000

QYLD$750

HYG$1000

VNQ$1000

SCHD$1250

If investing $10,000

JEPI$2000

QYLD$1500

HYG$2000

VNQ$2000

SCHD$2500