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Armchair portfolio
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Armchair portfolio

Currency in USD · Last updated Jun 20, 2026

Asset Allocation

SGOV 99.04%BondBondCommodityCommodityCryptocurrencyCryptocurrencyEquityEquityMulti-AssetMulti-AssetPreferred StockPreferred StockReal EstateReal Estate
PositionCategory/SectorTarget Weight
SGOV
iShares 0-3 Month Treasury Bond ETF		Ultrashort Bond
99.04%
JEPI
JPMorgan Equity Premium Income ETF		Dividend, Derivative Income
0.07%
FSCO
FS Credit Opportunities Corp.		Financial Services
0.06%
PBDC
Putnam BDC Income ETF		Financials Equities
0.05%
ARCC
Ares Capital Corporation		Financial Services
0.05%
CEFS
Saba Closed-End Funds ETF		Event Driven, Actively Managed
0.05%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF		Preferred Stock/Convertible Bonds
0.05%
JBBB
Janus Henderson B-BBB CLO ETF		CLO
0.04%
UTG
Reaves Utility Income Trust		Financial Services
0.04%
EICC
0.03%
CLOZ
Panagram BBB-B CLO ETF		CLO
0.03%
BST
BlackRock Science and Technology Trust		Financial Services
0.03%
CSWC
Capital Southwest Corporation		Financial Services
0.03%
BXSL
Blackstone Secured Lending Fund		Financial Services
0.03%
UTF
Cohen & Steers Infrastructure Fund, Inc		Financial Services
0.03%
EIC
Eagle Point Income Company Inc.		Financial Services
0.03%
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund		Financial Services
0.03%
QQQI
NEOS Nasdaq-100 High Income ETF		Nasdaq-100, Derivative Income
0.03%
SPYI
NEOS S&P 500 High Income ETF		Derivative Income, S&P 500
0.03%
BTCI
NEOS Bitcoin High Income ETF		Cryptocurrency, Derivative Income
0.02%
ADX
Adams Diversified Equity Fund, Inc.		Large Cap Blend Equities
0.02%
ASGI
Abrdn Global Infrastructure Income Fund		Industrials Equities
0.02%
PFN
PIMCO Income Strategy Fund II		Multisector Bonds
0.02%
IDVO
Amplify CWP International Enhanced Dividend Income ETF		Derivative Income, Dividend, Foreign Large Cap Equities
0.02%
DSL
DoubleLine Income Solutions Fund		High Yield Bonds
0.02%
IYRI
NEOS Real Estate High Income ETF		Derivative Income, REIT, Options Trading, Actively Managed
0.02%
HTGC
Hercules Capital, Inc.		Financial Services
0.02%
THQ
Abrdn Healthcare Opportunities Fund		Health & Biotech Equities
0.02%
FDUS
Fidus Investment Corporation		Financial Services
0.01%
IGLD
FT Vest Gold Strategy Target Income ETF		Gold, Derivative Income, Precious Metals
0.01%
MSTY
YieldMax™ MSTR Option Income Strategy ETF		Derivative Income
0.01%
PDI
PIMCO Dynamic Income Fund		Financial Services
0.01%
BITO
ProShares Bitcoin Strategy ETF		Cryptocurrency
0.01%
MAIN
Main Street Capital Corporation		Financial Services
0.01%
GOF
Guggenheim Strategic Opportunities Fund		Multisector Bonds, Diversified Portfolio, Actively Managed
0.01%

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Armchair portfolio, 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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Returns By Period

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Monthly Returns

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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Armchair portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Armchair portfolio doesn't pay dividends

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 Armchair portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

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Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

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Not enough data to calculate this metric.

Diversification Ratio

—

Not enough data to calculate this metric.