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Model portfolio · Roth IRA / 401(k)
Income Chaser model portfolio
Yield maximization. Higher distributions, more sensitivity to rates, credit, and equity drawdowns.
Portfolio yield8.47%Weighted average, live
Portfolio safety5.1/10Weighted average, 0-10
Income on $100K$8,472/year, pre-tax
Holdings6Tickers in this model
The holdings
| Ticker | Weight | Yield | Safety |
|---|---|---|---|
| JEPI · JPMorgan Equity Premium Income Fund | 20% | 8.11% | 5.4/10 · Mixed |
| JEPQ · JPMorgan Nasdaq Equity Premium Income ETF | 20% | 9.95% | 5.4/10 · Mixed |
| AGNC · AGNC Investment Corp. | 15% | 13.53% | 3.8/10 · Weak |
| MAIN · Main Street Capital Corporation | 15% | 8.05% | 3.4/10 · Risky |
| QYLD · Global X Nasdaq 100 Covered Call ETF | 15% | 5.77% | 6.8/10 · Solid |
| O · Realty Income Corporation | 15% | 5.05% | 5.8/10 · Mixed |
Why this mix
High headline yield. Distributions are mostly ordinary income — Roth IRA strongly preferred.
Best account: Roth IRA / 401(k)
See the descriptive write-up of this archetype on the investor-archetypes page for the behavioral context — what kind of investor naturally lands here, and what to watch for.
Other model portfolios
How close is your current portfolio to this model?
Connect your brokerage — Infnits overlays this income chaser model portfolio on your existing holdings, flags overlap, and adjusts the gap-to-fill for your bracket and account types.