Portfolios›Income Portfolio

Income Portfolio

Moderate

by Dividend Investors

Built for cash flow: high-dividend stocks, REITs, and investment-grade bonds. The income portfolio generates steady distributions, but REITs and dividend stocks can still suffer during credit crunches.

MAX DRAWDOWN

-35%

historical worst

RECOVERY

28 mo

from max drawdown

AVG CRISIS RETURN

-14%

across 7 events

Holdings Allocation

5 assets
VYMDividend Stocks (VYM)
30%
LQDCorporate Bonds (LQD)
30%
VNQREITs (VNQ)
20%
VTIPTIPS (VTIP)
10%
SHVShort-Term Treasuries (SHV)
10%

Crisis Performance History

7 historical scenarios
2008 Global Financial Crisis
-30%
COVID-19 Crash
-20%
Rate Hike Cycle 2022
-15%
Dot-com Bust
-12%
Black Monday 1987
-12%
EU Debt Crisis 2011
-8%
Bond Massacre 1994
-3%

Returns = weighted portfolio peak-to-trough drawdown during each crisis period based on constituent ETF data.

PORTFOLIO STRESS TEST

Customize this portfolio

Adjust the Income Portfolio weights, add your own holdings, and stress test against 18+ crisis scenarios — including hypothetical tail-risk events like China-Taiwan invasion and SWIFT cyber attack.

Run Portfolio Stress Test →

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Historical data is educational only. Not financial advice. Past crisis returns do not predict future performance.