Doug's portfolio correct correct

Asset Allocation

Position	Category/Sector	Target Weight
ASGI Abrdn Global Infrastructure Income Fund	Industrials Equities	1.90%
BRK-B Berkshire Hathaway Inc.	Financial Services	1.90%
BTCI NEOS Bitcoin High Income ETF	Cryptocurrency, Derivative Income	3.80%
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares	Leveraged Equities, Leveraged, Aerospace & Defense	2%
FSCO FS Credit Opportunities Corp.	Financial Services	1.70%
IDVO Amplify International Enhanced Dividend Income ETF	Foreign Large Cap Equities, Dividend, Actively Managed	2.30%
IGLD FT Cboe Vest Gold Strategy Target Income ETF	Precious Metals, Gold	1.60%
IWMI NEOS Russell 2000 High Income ETF	Derivative Income	0.60%
MAXI Simplify Bitcoin Strategy PLUS Income ETF	Cryptocurrency	1.40%
MPLX MPLX LP	Energy	2.30%
NVO Novo Nordisk A/S	Healthcare	2.50%
O Realty Income Corporation	Real Estate	4.50%
PDI PIMCO Dynamic Income Fund	Financial Services	1.60%
PFFA Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	2.80%
QQQ Invesco QQQ ETF	Large Cap Growth Equities	6.80%
QQQI NEOS Nasdaq-100 High Income ETF	Derivative Income	1.50%
RLTY Cohen & Steers Real Estate Opportunities & Income Fund	Financial Services	1.30%
SBRA Sabra Health Care REIT, Inc.	Real Estate	2%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	6.70%
SDIV Global X SuperDividend ETF	Global Equities, Dividend	0.60%
SLV iShares Silver Trust	Precious Metals	1.80%
SPAXX Fidelity Government Money Market Fund	Money Market	22.70%
SPY State Street SPDR S&P 500 ETF	S&P 500	8.30%
UNH UnitedHealth Group Incorporated	Healthcare	0.60%
URA Global X Uranium ETF	Commodity Producers Equities	1.20%
UTG Reaves Utility Income Trust	Financial Services	3.70%
VIG Vanguard Dividend Appreciation ETF	Dividend	1.60%
VIGI Vanguard International Dividend Appreciation ETF	Foreign Large Cap Equities, Dividend	5%
VXUS Vanguard Total International Stock ETF	Foreign Large Cap Equities	1.60%
VYMI Vanguard International High Dividend Yield ETF	Dividend, Foreign Large Cap Equities	2.90%
VZ Verizon Communications Inc.	Communication Services	0.80%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Doug's portfolio correct correct, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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The earliest data available for this chart is Oct 17, 2024, corresponding to the inception date of BTCI

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.44%	-1.90%	-3.41%	-1.91%	30.31%	17.22%	10.14%	12.44%
Portfolio Doug's portfolio correct correct	0.43%	-1.55%	0.67%	0.07%	23.87%	—	—	—
Portfolio components:
SPAXX Fidelity Government Money Market Fund	0.00%	0.00%	0.53%	1.46%	3.49%	2.14%	—	—
SPY State Street SPDR S&P 500 ETF	0.47%	-1.73%	-3.11%	-1.33%	31.90%	18.72%	11.65%	14.26%
QQQ Invesco QQQ ETF	0.60%	-1.75%	-4.08%	-2.91%	39.91%	23.49%	12.83%	19.23%
SCHD Schwab U.S. Dividend Equity ETF	0.26%	-0.74%	12.65%	14.17%	25.89%	12.10%	8.27%	12.35%
VIGI Vanguard International Dividend Appreciation ETF	0.39%	-1.02%	-1.37%	-0.73%	18.90%	8.75%	4.63%	7.82%
O Realty Income Corporation	-0.61%	-4.45%	11.12%	6.06%	18.45%	5.29%	4.63%	4.94%
BTCI NEOS Bitcoin High Income ETF	3.10%	3.40%	-18.40%	-39.67%	-12.28%	—	—	—
UTG Reaves Utility Income Trust	1.00%	1.55%	11.06%	2.30%	46.31%	20.03%	11.33%	10.79%
VYMI Vanguard International High Dividend Yield ETF	0.45%	1.55%	6.74%	13.95%	45.31%	20.38%	12.59%	10.46%
PFFA Virtus InfraCap U.S. Preferred Stock ETF	0.58%	-2.27%	-1.37%	-0.62%	13.86%	12.80%	6.11%	—

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 18, 2024, Doug's portfolio correct correct's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was May 2025 with a return of +4.4%, while the worst month was Mar 2026 at -4.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Doug's portfolio correct correct closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +5.4%, while the worst single day was Apr 4, 2025 at -4.5%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.70%	0.89%	-4.70%	0.98%									0.67%
2025	3.16%	-0.12%	-1.41%	0.54%	4.39%	3.29%	0.43%	2.26%	2.69%	-0.17%	0.04%	0.77%	16.91%
2024										-1.65%	4.36%	-4.12%	-1.59%

Benchmark Metrics

Doug's portfolio correct correct has an annualized alpha of 4.95%, beta of 0.59, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since October 18, 2024.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.33%) than losses (55.87%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 4.95% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 0.59 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha: 4.95%

Beta: 0.59

R²: 0.81

Upside Capture: 75.33%

Downside Capture: 55.87%

Expense Ratio

Doug's portfolio correct correct has an expense ratio of 0.38%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Top 10 holdings

MAXI

Simplify Bitcoin Strategy PLUS Income ETF

ASGI

Abrdn Global Infrastructure Income Fund

PFFA

Virtus InfraCap U.S. Preferred Stock ETF

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

BTCI

NEOS Bitcoin High Income ETF

IGLD

FT Cboe Vest Gold Strategy Target Income ETF

URA

Global X Uranium ETF

QQQI

NEOS Nasdaq-100 High Income ETF

IWMI

NEOS Russell 2000 High Income ETF

IDVO

Amplify International Enhanced Dividend Income ETF

Return for Risk

Risk / Return Rank

Doug's portfolio correct correct ranks 78 for risk / return — better than 78% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.19	1.84	+0.34
Sortino ratio Return per unit of downside risk	3.32	2.97	+0.35
Omega ratio Gain probability vs. loss probability	1.43	1.40	+0.02
Calmar ratio Return relative to maximum drawdown	2.18	1.82	+0.36
Martin ratio Return relative to average drawdown	8.09	7.76	+0.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
SPAXX Fidelity Government Money Market Fund	—	3.48	—	—	—	—
SPY State Street SPDR S&P 500 ETF	80	1.85	3.00	1.42	2.03	8.48
QQQ Invesco QQQ ETF	79	1.91	2.97	1.40	2.02	7.51
SCHD Schwab U.S. Dividend Equity ETF	72	1.85	2.93	1.36	1.57	5.95
VIGI Vanguard International Dividend Appreciation ETF	54	1.33	2.04	1.25	0.98	3.70
O Realty Income Corporation	69	1.13	1.59	1.20	1.29	3.82
BTCI NEOS Bitcoin High Income ETF	6	-0.31	-0.18	0.98	-0.33	-0.72
UTG Reaves Utility Income Trust	88	2.89	3.56	1.48	2.57	5.61
VYMI Vanguard International High Dividend Yield ETF	93	3.16	4.46	1.63	3.36	12.91
PFFA Virtus InfraCap U.S. Preferred Stock ETF	58	1.56	2.14	1.32	1.06	3.32

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Doug's portfolio correct correct Sharpe ratios as of Apr 7, 2026 (values are recalculated daily):

1-Year: 2.19
All Time: 0.94

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.62 to 2.54, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Doug's portfolio correct correct compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Doug's portfolio correct correct provided a 6.98% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	6.98%	6.50%	4.80%	3.61%	2.88%	2.49%	2.09%	2.08%	2.07%	1.71%	1.91%	1.67%
Portfolio components:
SPAXX Fidelity Government Money Market Fund	3.42%	3.88%	1.53%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPY State Street SPDR S&P 500 ETF	1.12%	1.07%	1.21%	1.40%	1.65%	1.20%	1.52%	1.75%	2.04%	1.80%	2.03%	2.06%
QQQ Invesco QQQ ETF	0.48%	0.45%	0.56%	0.62%	0.80%	0.43%	0.55%	0.74%	0.91%	0.84%	1.06%	0.99%
SCHD Schwab U.S. Dividend Equity ETF	3.45%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
VIGI Vanguard International Dividend Appreciation ETF	2.23%	2.14%	1.93%	1.92%	2.06%	7.02%	1.29%	1.83%	1.99%	1.75%	1.05%	0.00%
O Realty Income Corporation	5.23%	6.19%	5.37%	5.33%	4.68%	3.87%	4.51%	3.69%	4.19%	4.45%	4.18%	4.41%
BTCI NEOS Bitcoin High Income ETF	42.60%	36.46%	6.76%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UTG Reaves Utility Income Trust	5.89%	6.42%	7.19%	8.53%	8.07%	6.35%	6.59%	5.69%	6.86%	6.21%	9.02%	6.86%
VYMI Vanguard International High Dividend Yield ETF	3.59%	3.68%	4.84%	4.58%	4.70%	4.30%	3.22%	4.20%	4.29%	3.21%	2.39%	0.00%
PFFA Virtus InfraCap U.S. Preferred Stock ETF	9.87%	9.47%	9.18%	9.56%	10.75%	7.64%	8.54%	10.02%	5.15%	0.00%	0.00%	0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Doug's portfolio correct correct. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Doug's portfolio correct correct was 10.99%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.

The current Doug's portfolio correct correct drawdown is 4.27%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-10.99%	Feb 21, 2025	33	Apr 8, 2025	23	May 12, 2025	56
-6.96%	Jan 28, 2026	43	Mar 30, 2026	—	—	—
-4.76%	Oct 9, 2025	31	Nov 20, 2025	24	Dec 26, 2025	55
-4.48%	Dec 2, 2024	27	Jan 10, 2025	26	Feb 19, 2025	53
-2.66%	Oct 21, 2024	11	Nov 4, 2024	5	Nov 11, 2024	16

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 31 assets, with an effective number of assets of 12.16, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	SPAXX	SBRA	IGLD	VZ	UNH	SLV	FSCO	O	MPLX	BRK-B	NVO	BTCI	PDI	ASGI	URA	UTG	MAXI	PFFA	RLTY	DFEN	SCHD	SDIV	QQQ	QQQI	IDVO	VYMI	VIGI	IWMI	SPY	VXUS	VIG	Portfolio
Benchmark	1.00	-0.02	0.00	0.06	-0.07	0.21	0.19	0.28	0.06	0.27	0.30	0.34	0.45	0.42	0.36	0.52	0.47	0.57	0.51	0.37	0.59	0.47	0.55	0.94	0.95	0.70	0.60	0.64	0.81	1.00	0.71	0.84	0.84
SPAXX	-0.02	1.00	0.05	0.03	0.18	0.03	-0.05	0.05	0.13	0.01	0.04	0.06	-0.04	0.13	-0.01	-0.08	-0.03	-0.06	-0.10	0.12	0.01	0.08	-0.04	-0.04	-0.04	-0.08	-0.11	-0.03	-0.06	-0.02	-0.10	0.04	0.02
SBRA	0.00	0.05	1.00	0.12	0.30	0.11	0.03	0.10	0.52	0.18	0.17	0.07	-0.03	0.04	0.20	-0.08	0.19	-0.03	0.10	0.34	0.10	0.19	0.15	-0.07	-0.06	0.06	0.19	0.18	0.07	0.00	0.11	0.13	0.17
IGLD	0.06	0.03	0.12	1.00	-0.03	0.13	0.68	0.09	0.14	0.05	-0.05	0.17	0.07	0.16	0.22	0.28	0.14	0.07	0.02	0.11	0.12	0.04	0.16	0.05	0.05	0.31	0.30	0.26	0.09	0.06	0.30	0.09	0.24
VZ	-0.07	0.18	0.30	-0.03	1.00	0.15	-0.07	0.01	0.44	0.12	0.33	0.13	-0.15	-0.04	0.16	-0.20	0.15	-0.14	0.00	0.29	-0.10	0.42	0.15	-0.20	-0.20	-0.02	0.17	0.14	-0.03	-0.07	0.06	0.15	0.07
UNH	0.21	0.03	0.11	0.13	0.15	1.00	0.07	0.08	0.18	-0.05	0.18	0.21	0.06	0.18	0.23	0.08	0.16	0.08	0.13	0.17	0.18	0.30	0.23	0.12	0.13	0.18	0.21	0.23	0.24	0.21	0.21	0.34	0.28
SLV	0.19	-0.05	0.03	0.68	-0.07	0.07	1.00	0.01	0.08	0.08	-0.04	0.16	0.19	0.13	0.16	0.36	0.17	0.19	0.07	0.09	0.11	0.07	0.29	0.21	0.20	0.42	0.40	0.33	0.18	0.19	0.42	0.16	0.34
FSCO	0.28	0.05	0.10	0.09	0.01	0.08	0.01	1.00	0.13	0.09	0.15	0.15	0.22	0.28	0.16	0.17	0.22	0.25	0.26	0.22	0.23	0.18	0.24	0.21	0.22	0.24	0.23	0.26	0.30	0.27	0.24	0.29	0.34
O	0.06	0.13	0.52	0.14	0.44	0.18	0.08	0.13	1.00	0.28	0.32	0.16	0.02	0.15	0.31	-0.04	0.28	0.02	0.20	0.53	0.15	0.48	0.34	-0.09	-0.08	0.10	0.30	0.28	0.16	0.07	0.21	0.29	0.31
MPLX	0.27	0.01	0.18	0.05	0.12	-0.05	0.08	0.09	0.28	1.00	0.20	0.03	0.17	0.14	0.29	0.18	0.32	0.19	0.26	0.28	0.22	0.36	0.32	0.22	0.23	0.32	0.30	0.26	0.32	0.28	0.27	0.30	0.38
BRK-B	0.30	0.04	0.17	-0.05	0.33	0.18	-0.04	0.15	0.32	0.20	1.00	0.19	0.02	0.24	0.22	-0.01	0.25	0.10	0.27	0.39	0.23	0.53	0.27	0.12	0.14	0.20	0.32	0.33	0.32	0.31	0.23	0.49	0.34
NVO	0.34	0.06	0.07	0.17	0.13	0.21	0.16	0.15	0.16	0.03	0.19	1.00	0.12	0.23	0.19	0.15	0.15	0.17	0.22	0.30	0.23	0.32	0.25	0.26	0.26	0.34	0.33	0.48	0.32	0.34	0.39	0.40	0.45
BTCI	0.45	-0.04	-0.03	0.07	-0.15	0.06	0.19	0.22	0.02	0.17	0.02	0.12	1.00	0.17	0.14	0.40	0.31	0.94	0.31	0.17	0.31	0.19	0.29	0.48	0.48	0.38	0.27	0.27	0.48	0.45	0.36	0.32	0.61
PDI	0.42	0.13	0.04	0.16	-0.04	0.18	0.13	0.28	0.15	0.14	0.24	0.23	0.17	1.00	0.29	0.26	0.27	0.23	0.38	0.42	0.35	0.28	0.38	0.37	0.37	0.38	0.35	0.40	0.42	0.41	0.38	0.40	0.45
ASGI	0.36	-0.01	0.20	0.22	0.16	0.23	0.16	0.16	0.31	0.29	0.22	0.19	0.14	0.29	1.00	0.20	0.46	0.18	0.32	0.44	0.26	0.36	0.40	0.26	0.28	0.38	0.46	0.43	0.37	0.35	0.43	0.41	0.46
URA	0.52	-0.08	-0.08	0.28	-0.20	0.08	0.36	0.17	-0.04	0.18	-0.01	0.15	0.40	0.26	0.20	1.00	0.42	0.41	0.30	0.14	0.46	0.12	0.39	0.54	0.53	0.59	0.40	0.38	0.54	0.51	0.50	0.38	0.58
UTG	0.47	-0.03	0.19	0.14	0.15	0.16	0.17	0.22	0.28	0.32	0.25	0.15	0.31	0.27	0.46	0.42	1.00	0.36	0.36	0.40	0.44	0.32	0.36	0.39	0.39	0.42	0.38	0.37	0.48	0.47	0.42	0.47	0.60
MAXI	0.57	-0.06	-0.03	0.07	-0.14	0.08	0.19	0.25	0.02	0.19	0.10	0.17	0.94	0.23	0.18	0.41	0.36	1.00	0.36	0.24	0.39	0.28	0.36	0.58	0.57	0.44	0.34	0.35	0.58	0.57	0.44	0.44	0.70
PFFA	0.51	-0.10	0.10	0.02	0.00	0.13	0.07	0.26	0.20	0.26	0.27	0.22	0.31	0.38	0.32	0.30	0.36	0.36	1.00	0.44	0.36	0.41	0.49	0.43	0.45	0.46	0.48	0.48	0.57	0.51	0.50	0.51	0.56
RLTY	0.37	0.12	0.34	0.11	0.29	0.17	0.09	0.22	0.53	0.28	0.39	0.30	0.17	0.42	0.44	0.14	0.40	0.24	0.44	1.00	0.29	0.53	0.49	0.24	0.26	0.34	0.46	0.49	0.45	0.37	0.44	0.52	0.52
DFEN	0.59	0.01	0.10	0.12	-0.10	0.18	0.11	0.23	0.15	0.22	0.23	0.23	0.31	0.35	0.26	0.46	0.44	0.39	0.36	0.29	1.00	0.37	0.34	0.51	0.51	0.43	0.34	0.40	0.60	0.60	0.41	0.56	0.65
SCHD	0.47	0.08	0.19	0.04	0.42	0.30	0.07	0.18	0.48	0.36	0.53	0.32	0.19	0.28	0.36	0.12	0.32	0.28	0.41	0.53	0.37	1.00	0.62	0.28	0.30	0.38	0.52	0.51	0.60	0.48	0.46	0.72	0.61
SDIV	0.55	-0.04	0.15	0.16	0.15	0.23	0.29	0.24	0.34	0.32	0.27	0.25	0.29	0.38	0.40	0.39	0.36	0.36	0.49	0.49	0.34	0.62	1.00	0.46	0.48	0.64	0.75	0.64	0.64	0.56	0.72	0.59	0.66
QQQ	0.94	-0.04	-0.07	0.05	-0.20	0.12	0.21	0.21	-0.09	0.22	0.12	0.26	0.48	0.37	0.26	0.54	0.39	0.58	0.43	0.24	0.51	0.28	0.46	1.00	0.99	0.67	0.50	0.55	0.72	0.94	0.66	0.69	0.75
QQQI	0.95	-0.04	-0.06	0.05	-0.20	0.13	0.20	0.22	-0.08	0.23	0.14	0.26	0.48	0.37	0.28	0.53	0.39	0.57	0.45	0.26	0.51	0.30	0.48	0.99	1.00	0.68	0.52	0.57	0.74	0.94	0.67	0.70	0.75
IDVO	0.70	-0.08	0.06	0.31	-0.02	0.18	0.42	0.24	0.10	0.32	0.20	0.34	0.38	0.38	0.38	0.59	0.42	0.44	0.46	0.34	0.43	0.38	0.64	0.67	0.68	1.00	0.82	0.77	0.67	0.70	0.89	0.62	0.75
VYMI	0.60	-0.11	0.19	0.30	0.17	0.21	0.40	0.23	0.30	0.30	0.32	0.33	0.27	0.35	0.46	0.40	0.38	0.34	0.48	0.46	0.34	0.52	0.75	0.50	0.52	0.82	1.00	0.87	0.60	0.60	0.93	0.64	0.71
VIGI	0.64	-0.03	0.18	0.26	0.14	0.23	0.33	0.26	0.28	0.26	0.33	0.48	0.27	0.40	0.43	0.38	0.37	0.35	0.48	0.49	0.40	0.51	0.64	0.55	0.57	0.77	0.87	1.00	0.65	0.65	0.90	0.68	0.75
IWMI	0.81	-0.06	0.07	0.09	-0.03	0.24	0.18	0.30	0.16	0.32	0.32	0.32	0.48	0.42	0.37	0.54	0.48	0.58	0.57	0.45	0.60	0.60	0.64	0.72	0.74	0.67	0.60	0.65	1.00	0.82	0.69	0.79	0.83
SPY	1.00	-0.02	0.00	0.06	-0.07	0.21	0.19	0.27	0.07	0.28	0.31	0.34	0.45	0.41	0.35	0.51	0.47	0.57	0.51	0.37	0.60	0.48	0.56	0.94	0.94	0.70	0.60	0.65	0.82	1.00	0.71	0.85	0.84
VXUS	0.71	-0.10	0.11	0.30	0.06	0.21	0.42	0.24	0.21	0.27	0.23	0.39	0.36	0.38	0.43	0.50	0.42	0.44	0.50	0.44	0.41	0.46	0.72	0.66	0.67	0.89	0.93	0.90	0.69	0.71	1.00	0.68	0.79
VIG	0.84	0.04	0.13	0.09	0.15	0.34	0.16	0.29	0.29	0.30	0.49	0.40	0.32	0.40	0.41	0.38	0.47	0.44	0.51	0.52	0.56	0.72	0.59	0.69	0.70	0.62	0.64	0.68	0.79	0.85	0.68	1.00	0.82
Portfolio	0.84	0.02	0.17	0.24	0.07	0.28	0.34	0.34	0.31	0.38	0.34	0.45	0.61	0.45	0.46	0.58	0.60	0.70	0.56	0.52	0.65	0.61	0.66	0.75	0.75	0.75	0.71	0.75	0.83	0.84	0.79	0.82	1.00

The correlation results are calculated based on daily price changes starting from Oct 18, 2024

Doug's portfolio correct correct

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Top 10 holdings

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table