Orix Wealth

Income Portfolio

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In today’s unpredictable market, an income portfolio is a game-changer. It’s all about earning steady cash flow through things like dividends, interest, and other smart income sources. With so many market ups and downs, having a portfolio focused on income brings stability and peace of mind. Whether it’s stocks, bonds, or even real estate, this approach helps you keep the cash coming in, no matter what the market’s doing. So, if you’re looking for a way to grow your wealth while keeping it secure, building an income portfolio is the way to go.

As the investment landscape evolves, the following portfolio of 5 carefully selected assets, including a mix of fixed income securities, is well-positioned to deliver stable returns while navigating changing market conditions.

 

Symbol

Asset Name

Sector

Asset Type

1

CVS

CVS Health

Healthcare

Stock

2

IBM

International Business Machines

Info Tech

Stock

3

SCHP

Schwab US TIPS ETF

Fixed Income (Bonds)

ETF

4

KNG

FT Vest S&P 500 Dividend Aristocrats Target Income ETF

Equity

ETF

5

TDIV

First Trust NASDAQ Technology Dividend Index Fund

Info Tech

ETF

Portfolio Performance

Simulated Portfolio Dividend Yield

Benchmark Dividend Yield

7.98%

6.53%

Annualized Returns

Simulated Portfolio Returns

Benchmark Returns

1 year

19.59%

21.93%

3 year

10.21%

9.64%

5 year

10.95%

10.58%

CVS

CVS Healthcare (CVS) is a powerhouse in the health and wellness industry. As one of the largest healthcare companies in the U.S., CVS combines retail, health services, and insurance through its Aetna division. With the growing demand for healthcare solutions and pharmacy services, CVS is strategically positioned to thrive in today’s health-conscious world. Whether it’s offering convenient in-store health services or expanding into digital health, CVS is shaping the future of healthcare. Including CVS in your portfolio gives you access to a reliable and resilient industry, backed by a proven history of growth, making it a smart choice for investors seeking consistent returns and long-term stability.

IBM

International Business Machines (IBM) is a global leader in technology and innovation, driving the future of business through its cutting-edge solutions in cloud computing, AI, and data analytics. With decades of experience and a focus on innovation, IBM is at the forefront of driving technological change. It doesn’t just follow trends—IBM is actively shaping the future, empowering businesses with cutting-edge solutions, from automating operations to offering advanced technology that transforms industries. Adding IBM to your portfolio means tapping into a well-established company with a long history of adapting and thriving, making it an ideal choice for investors looking for reliable growth and exposure to the tech revolution.

SCHP

The Schwab U.S. TIPS ETF (SCHP) offers a smart way to protect your portfolio from inflation while providing steady income. By investing in Treasury Inflation-Protected Securities (TIPS), SCHP helps safeguard your money’s purchasing power as inflation rises. This ETF is an attractive option for investors looking for low-risk assets that can adapt to changing economic conditions. With its stable returns and the backing of U.S. government securities, SCHP is a reliable choice to add diversification and inflation protection to your investment strategy. For long-term investors, it’s a key asset to help maintain growth, even in uncertain economic times.

KNG

The FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) is built for investors who want the best of both worlds: steady income and long-term growth. KNG invests in top-tier companies known for consistently paying and increasing dividends, making it a solid choice for investors looking for steady income, even in uncertain markets. Instead of just relying on stock growth, this ETF also uses income-enhancing strategies to help boost returns, offering a more reliable cash flow over time. With exposure to some of the strongest, most resilient companies in the S&P 500, KNG provides both income stability and downside protection, a great fit for investors who want to balance growth with dependable payouts.

TDIV

First Trust NASDAQ Technology Dividend Index Fund  (TDIV) brings together the best of tech and dividends. While most tech stocks chase high growth, this ETF focuses on proven companies that pay steady dividends. It gives you exposure to industry leaders in software, semiconductors, and digital infrastructure, all while keeping income flowing. Tech is the future, but stability matters too. With TDIV, you get both: long-term growth and reliable cash flow. A smart pick for investors who want tech’s upside without all the turbulence.

Risks & Assumptions

  • The strategy may have a look-ahead bias, using future data that wasn’t available at the time, leading to inaccurate results.
  • Past price movements don’t guarantee future performance, causing potential variations.
  • Over-optimization can occur, making results too tailored to past data and less reliable in the future.
  • The model assumes no slippage, though real trades may execute at different prices.
  • Data dredging risk exists, where favorable results are cherry-picked from multiple tests.
  • Unforeseen events can impact performance.
  • The strategy may suffer from data mining, selection, and backfill biases.
  • Success in one market doesn’t guarantee the same in another.

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Disclaimer

This portfolio report is for informational purposes only and should not be considered investment advice, an offer, or a solicitation to buy or sell any financial instruments. The information presented is based on publicly available data and sources believed to be reliable, but its accuracy, completeness, and timeliness are not guaranteed.

Past performance does not guarantee future results, and all investments involve risk, including potential loss of principal. The report may contain forward-looking statements that are subject to uncertainties and market fluctuations. Any projections or analyses provided are purely illustrative and should not be relied upon as a basis for investment decisions.

The strategies discussed may not be suitable for all investors. Readers should conduct their own due diligence and seek professional financial advice tailored to their specific investment objectives and risk tolerance. Neither the publisher nor its affiliates assume any liability for financial losses incurred from the use of this report.

This document is intended for private circulation and should not be reproduced, distributed, or shared without prior consent. Trading in financial instruments, including fintech stocks and cryptocurrencies, carries significant risk. Proceed with caution and informed judgment.