MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH

Asset Allocation

Position	Category/Sector	Target Weight
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	35%
BRK-B Berkshire Hathaway Inc.	Financial Services	20%
JEPI JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	15%
VIG Vanguard Dividend Appreciation ETF	Dividend	10%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	10%
USD=X USD Cash		5%
SPXL Direxion Daily S&P 500 Bull 3X ETF	Leveraged Equities, S&P 500	5%

Benchmark Against

Benchmark

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH , 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

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.30%	0.09%	8.18%	8.17%	23.42%	19.88%	11.91%	13.45%
Portfolio MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH	0.00%	1.13%	6.09%	6.39%	17.85%	17.06%	—	—
Portfolio components:
BRK-B Berkshire Hathaway Inc.	-0.23%	2.32%	-3.11%	-2.06%	-1.32%	13.25%	11.03%	13.14%
JEPI JPMorgan Equity Premium Income ETF	-0.31%	-0.40%	0.04%	0.91%	7.03%	8.80%	7.28%	—
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	1.24%	0.97%	7.44%	7.26%	25.85%	20.04%	—	—
SCHD Schwab U.S. Dividend Equity ETF	-0.03%	2.12%	18.71%	19.28%	26.37%	14.73%	8.49%	12.65%
SPXL Direxion Daily S&P 500 Bull 3X ETF	0.75%	-0.39%	20.19%	19.28%	68.17%	49.02%	22.10%	29.42%
USD=X USD Cash	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VIG Vanguard Dividend Appreciation ETF	0.03%	2.32%	6.58%	6.47%	18.31%	16.04%	10.62%	13.05%

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

Monthly Returns

Based on dividend-adjusted daily data since May 4, 2022, MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH 's average daily return is +0.04%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jul 2022 with a return of +8.1%, while the worst month was Jun 2022 at -8.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH closed higher 38% of trading days. The best single day was Apr 9, 2025 with a return of +8.4%, while the worst single day was Apr 4, 2025 at -6.1%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	1.48%	1.53%	-4.39%	5.74%	2.70%	-0.83%							6.09%
2025	2.58%	1.56%	-3.33%	-1.58%	1.81%	2.72%	0.58%	3.25%	2.20%	0.42%	2.45%	-0.22%	12.93%
2024	3.15%	4.50%	2.96%	-4.21%	4.17%	1.49%	2.10%	3.56%	0.90%	-0.77%	5.87%	-3.17%	21.97%
2023	4.04%	-2.08%	3.66%	2.85%	0.11%	4.94%	3.05%	-0.26%	-3.77%	-1.86%	7.23%	2.93%	22.24%
2022					-0.86%	-8.10%	8.09%	-4.95%	-8.02%	8.05%	6.35%	-4.75%	-5.77%

Benchmark Metrics

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH has an annualized alpha of 1.02%, beta of 0.83, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since May 04, 2022.

This portfolio participated in 81.32% of S&P 500 Index downside but only 80.52% of its upside - more exposed to losses than it benefited from rallies.

Alpha: 1.02%

Beta: 0.83

R²: 0.94

Upside Capture: 80.52%

Downside Capture: 81.32%

Expense Ratio

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH has an expense ratio of 0.23%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SPXL

Direxion Daily S&P 500 Bull 3X ETF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

JEPI

JPMorgan Equity Premium Income ETF

SCHD

Schwab U.S. Dividend Equity ETF

VIG

Vanguard Dividend Appreciation ETF

Return for Risk

Risk / Return Rank

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH ranks 45 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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

The table below presents risk-adjusted performance metrics for MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH and compares them with S&P 500 Index.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	1.97	1.94	+0.03
Sortino ratioReturn per unit of downside risk	2.72	2.63	+0.10
Omega ratioGain probability vs. loss probability	1.38	1.35	+0.02
Calmar ratioReturn relative to maximum drawdown	2.68	2.59	+0.09
Martin ratioReturn relative to average drawdown	12.57	11.84	+0.72
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.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
BRK-B Berkshire Hathaway Inc.	35	-0.09	-0.03	1.00	-0.14	-0.30
JEPI JPMorgan Equity Premium Income ETF	26	0.90	1.35	1.17	1.06	3.31
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	73	2.13	2.79	1.42	2.95	14.33
SCHD Schwab U.S. Dividend Equity ETF	85	2.43	3.75	1.43	5.74	14.06
SPXL Direxion Daily S&P 500 Bull 3X ETF	59	1.89	2.34	1.31	2.56	10.74
USD=X USD Cash	—	—	—	—	—	—
VIG Vanguard Dividend Appreciation ETF	58	1.82	2.65	1.33	2.33	9.37

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.

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

1-Year: 1.97
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 1.59 to 2.46, 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 MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH 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

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH provided a 5.34% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	5.34%	5.50%	5.05%	5.36%	5.61%	1.43%	1.36%	0.51%	0.57%	0.64%	0.50%	0.53%
Portfolio components:
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JEPI JPMorgan Equity Premium Income ETF	8.28%	8.25%	7.33%	8.40%	11.68%	6.59%	5.79%	0.00%	0.00%	0.00%	0.00%	0.00%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	10.26%	10.53%	9.65%	10.03%	9.44%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHD Schwab U.S. Dividend Equity ETF	3.27%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
SPXL Direxion Daily S&P 500 Bull 3X ETF	0.56%	0.69%	0.74%	0.98%	0.32%	0.11%	0.22%	0.84%	1.02%	3.88%	0.00%	0.00%
USD=X USD Cash	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VIG Vanguard Dividend Appreciation ETF	1.48%	1.62%	1.73%	1.88%	1.96%	1.55%	1.63%	1.71%	2.08%	1.88%	2.14%	2.34%

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 MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH . 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 MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH was 16.49%, occurring on Oct 12, 2022. Recovery took 217 trading sessions.

The current MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH drawdown is 1.20%.

Related event	Drawdown	Fall	Recovery	Underwater
Bear market2022	-16.49%Oct 2022	5mo 10d	7mo 7d	1y 12dMay 2022 - May 2023
2025 selloff2025	-14.23%Apr 2025	1mo 17d	3mo 16d	5mo 3dFeb 2025 - Jul 2025
2023 pullback2023	-8.16%Oct 2023	1mo 12d	24d	2mo 6dSep 2023 - Nov 2023
2024 pullback2024	-7.31%Aug 2024	19d	18d	1mo 7dJul 2024 - Aug 2024
2026 pullback2026	-6.62%Mar 2026	1mo 13d	21d	2mo 4dFeb 2026 - Apr 2026

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 7 assets, with an effective number of assets of 4.76, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.

Diversification Ratio

	1Y	3Y	All Time
Diversification Ratio	1.36	1.18	1.12

The portfolio has a diversification ratio of 1.12, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH correlation to the S&P 500 Index

MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH has a 0.87 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.87
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (All Time) Calculated using the full available price history since May 4, 2022	0.95

Benchmark Correlations

Correlation vs. S&P 500 Index. SPXL has the highest benchmark correlation at 1.00, while USD=X has the lowest at 0.00.

0.00

0.52

0.68

0.78

0.89

0.92

1.00

Portfolio Correlations

Correlation vs. MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH . SPXL has the highest portfolio correlation at 0.91, while USD=X has the lowest at 0.00.

0.00

0.65

0.72

0.79

0.82

0.89

0.91

Asset Correlations Table

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

	USD=X	BRK-B	SCHD	JEPQ	JEPI	SPXL	VIG
USD=X	0.00	0.00	0.00	0.00	0.00	0.00	0.00
BRK-B	0.00	1.00	0.59	0.31	0.58	0.47	0.58
SCHD	0.00	0.59	1.00	0.43	0.76	0.62	0.78
JEPQ	0.00	0.31	0.43	1.00	0.58	0.88	0.68
JEPI	0.00	0.58	0.76	0.58	1.00	0.71	0.86
SPXL	0.00	0.47	0.62	0.88	0.71	1.00	0.84
VIG	0.00	0.58	0.78	0.68	0.86	0.84	1.00

The correlation results are calculated based on daily price changes starting from May 4, 2022

Diversification Analysis

Find what MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH is missing

See which holdings overlap, where MY MIXED BAG - CURRENT INCOME+GROWTH+LEVERAGED GROWTH is concentrated, and which low-correlation assets could fill the gaps.

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