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Model portfolio · Roth IRA / 401(k)

Steady Earner model portfolio

Diversified dividend payers across sectors — built for predictable income, not chase.

Portfolio yield3.59%Weighted average, live
Portfolio safety7.1/10Weighted average, 0-10
Income on $100K$3,588/year, pre-tax
Holdings8Tickers in this model

The holdings

TickerWeightYieldSafety
SCHD · Schwab U.S. Dividend Equity ETF25%3.25%7.9/10 · Solid
JNJ · Johnson & Johnson10%2.21%7.2/10 · Solid
PG · Procter & Gamble Co10%2.77%7.2/10 · Solid
KO · The Coca-Cola Company10%2.64%7.5/10 · Solid
O · Realty Income Corporation15%5.23%5.8/10 · Mixed
MAIN · Main Street Capital Corporation10%5.95%5.9/10 · Mixed
XOM · Exxon Mobil Corp.10%2.75%8.0/10 · Strong
SO10%

Why this mix

Solid yield, multiple sectors, multiple cash-flow profiles.

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 steady earner model portfolio on your existing holdings, flags overlap, and adjusts the gap-to-fill for your bracket and account types.