Income Amplifier

Asset Allocation

Position	Category/Sector	Target Weight
AGNC AGNC Investment Corp.	Real Estate	3.40%
BLW BlackRock Limited Duration Income Trust	Financial Services	0.90%
BSTZ BlackRock Science and Technology Trust II	Financial Services	1.26%
CCI Crown Castle International Corp.	Real Estate	1.80%
CDX Simplify High Yield PLUS Credit Hedge ETF	High Yield Bonds	0.90%
CLM Cornerstone Strategic Value Fund	Diversified Portfolio	2%
CLOZ Panagram Bbb-B Clo ETF	CLO	1.08%
CRF Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	2%
EIC Eagle Point Income Company Inc.	Financial Services	2%
GDO Western Asset Global Corporate Defined Opportunity Fund Inc	Corporate Bonds	1.08%
HTGC Hercules Capital, Inc.	Financial Services	3.50%
IGLD FT Cboe Vest Gold Strategy Target Income ETF	Precious Metals, Gold	3%
IWMI NEOS Russell 2000 High Income ETF	Derivative Income	2.16%
IYRI NEOS Real Estate High Income ETF	Derivative Income	3.30%
JEPI JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	3%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Derivative Income	3%
JFR Nuveen Floating Rate Income Fund	High Yield Bonds	2%
LGI Lazard Global Total Return and Income Fund	Global Allocation	0.72%
NCV Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	1.80%
NML Neuberger Berman MLP	MLPs, Energy Equities	7%
PAXS Pax-Global Sustainable Equity Fund		1.80%
PCN PIMCO Corporate & Income Strategy Fund	Multisector Bonds	1.80%
PFRL PGIM Floating Rate Income ETF	Bank Loan	3.58%
QQQI NEOS Nasdaq-100 High Income ETF	Derivative Income	9%
QQQY Defiance Nasdaq 100 Enhanced Options Income ETF	Options Trading, Dividend	2%
QYLD Global X NASDAQ 100 Covered Call ETF	Derivative Income	2%
RIET Hoya Capital High Dividend Yield ETF	REIT	3.30%
RYLD Global X Russell 2000 Covered Call ETF	Hedge Fund	2%
SPYI NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	4%
SPYT Defiance S&P 500 Income Target ETF	Derivative Income, S&P 500	3%
SRLN SPDR Blackstone Senior Loan ETF	High Yield Bonds	2%
STRC MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock	Technology	12%
TYG Tortoise Energy Infrastructure Closed Fund	MLPs, Energy Equities	3%
UTG Reaves Utility Income Trust	Financial Services	1.62%
XYLD Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	3%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Income Amplifier, 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.

Loading graphics...

The earliest data available for this chart is Jul 30, 2025, corresponding to the inception date of STRC

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Income Amplifier	0.22%	-1.83%	1.08%	3.01%	—	—	—	—
Portfolio components:
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	0.13%	-1.64%	-1.76%	2.43%	19.67%	19.59%	—	—
QQQI NEOS Nasdaq-100 High Income ETF	0.14%	-2.23%	-3.32%	-1.12%	20.78%	—	—	—
IGLD FT Cboe Vest Gold Strategy Target Income ETF	-1.46%	-7.96%	5.69%	16.49%	38.48%	24.05%	15.44%	—
SPYT Defiance S&P 500 Income Target ETF	0.06%	-2.70%	-3.04%	-1.86%	14.02%	—	—	—
CLM Cornerstone Strategic Value Fund	-0.54%	-0.52%	-8.07%	-3.56%	19.86%	17.36%	6.56%	12.91%
QQQY Defiance Nasdaq 100 Enhanced Options Income ETF	0.12%	-2.21%	-4.70%	-4.27%	14.17%	—	—	—
CRF Cornerstone Total Return Fund, Inc.	0.14%	-0.88%	-7.92%	-4.86%	19.02%	17.22%	5.95%	11.23%
SPYI NEOS S&P 500 High Income ETF	0.15%	-2.84%	-2.44%	0.76%	16.34%	14.35%	—	—
XYLD Global X S&P 500 Covered Call ETF	0.15%	-1.86%	-0.43%	5.71%	10.79%	10.37%	7.08%	7.91%
QYLD Global X NASDAQ 100 Covered Call ETF	0.23%	-0.20%	0.84%	7.58%	16.15%	13.21%	7.06%	8.97%

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

Monthly Returns

Based on dividend-adjusted daily data since Jul 31, 2025, Income Amplifier's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +2.7%, while the worst month was Mar 2026 at -2.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Income Amplifier closed higher 56% of trading days. The best single day was Mar 31, 2026 with a return of +2.0%, while the worst single day was Oct 10, 2025 at -1.6%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	2.71%	0.83%	-2.61%	0.21%									1.08%
2025							-0.21%	2.50%	1.51%	0.75%	1.00%	0.58%	6.26%

Benchmark Metrics

Income Amplifier has an annualized alpha of 7.83%, beta of 0.58, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since July 31, 2025.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.51%) than losses (23.92%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 7.83% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 0.58 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: 7.83%

Beta: 0.58

R²: 0.79

Upside Capture: 85.51%

Downside Capture: 23.92%

Expense Ratio

Income Amplifier has an expense ratio of 0.70%, 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

TYG

Tortoise Energy Infrastructure Closed Fund

NML

Neuberger Berman MLP

CLM

Cornerstone Strategic Value Fund

CRF

Cornerstone Total Return Fund, Inc.

QQQY

Defiance Nasdaq 100 Enhanced Options Income ETF

SPYT

Defiance S&P 500 Income Target ETF

IGLD

FT Cboe Vest Gold Strategy Target Income ETF

PCN

PIMCO Corporate & Income Strategy Fund

PFRL

PGIM Floating Rate Income ETF

SRLN

SPDR Blackstone Senior Loan ETF

Return for Risk

Return / Risk — by metrics

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	63	1.07	1.63	1.26	1.75	8.55
QQQI NEOS Nasdaq-100 High Income ETF	62	1.06	1.64	1.25	1.88	8.37
IGLD FT Cboe Vest Gold Strategy Target Income ETF	76	1.62	2.09	1.32	2.16	9.07
SPYT Defiance S&P 500 Income Target ETF	45	0.81	1.27	1.21	1.26	6.01
CLM Cornerstone Strategic Value Fund	43	1.01	1.53	1.23	1.40	5.11
QQQY Defiance Nasdaq 100 Enhanced Options Income ETF	40	0.87	1.11	1.18	1.33	4.39
CRF Cornerstone Total Return Fund, Inc.	38	0.95	1.46	1.21	1.30	4.69
SPYI NEOS S&P 500 High Income ETF	58	1.01	1.53	1.26	1.54	7.96
XYLD Global X S&P 500 Covered Call ETF	47	0.77	1.25	1.26	1.10	6.41
QYLD Global X NASDAQ 100 Covered Call ETF	63	0.99	1.60	1.31	1.53	10.09

Sharpe Ratio

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

Loading graphics...

Dividends

Dividend yield

Income Amplifier provided a 12.11% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	12.11%	11.32%	11.06%	7.93%	6.99%	3.82%	4.33%	4.23%	4.55%	3.39%	3.90%	4.85%
Portfolio components:
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	11.12%	10.53%	9.65%	10.03%	9.44%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
QQQI NEOS Nasdaq-100 High Income ETF	14.88%	13.82%	12.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IGLD FT Cboe Vest Gold Strategy Target Income ETF	14.13%	9.91%	20.81%	7.85%	4.45%	2.24%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPYT Defiance S&P 500 Income Target ETF	22.64%	21.40%	17.37%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CLM Cornerstone Strategic Value Fund	19.95%	17.48%	15.17%	20.50%	29.44%	13.45%	18.96%	21.98%	25.38%	18.04%	22.44%	28.20%
QQQY Defiance Nasdaq 100 Enhanced Options Income ETF	45.72%	45.34%	83.34%	20.64%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CRF Cornerstone Total Return Fund, Inc.	19.91%	17.38%	14.32%	19.94%	29.31%	13.41%	18.91%	21.67%	24.85%	17.96%	24.08%	23.58%
SPYI NEOS S&P 500 High Income ETF	12.41%	11.70%	12.04%	12.01%	4.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XYLD Global X S&P 500 Covered Call ETF	10.92%	10.51%	11.54%	10.51%	13.43%	9.07%	7.93%	5.76%	7.12%	5.18%	3.23%	4.65%
QYLD Global X NASDAQ 100 Covered Call ETF	11.83%	11.55%	12.50%	11.78%	13.75%	12.85%	11.16%	9.84%	12.44%	7.69%	9.15%	9.42%

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.

Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Income Amplifier. 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 Income Amplifier was 4.83%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Income Amplifier drawdown is 2.70%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-4.83%	Mar 3, 2026	20	Mar 30, 2026	—	—	—
-3.35%	Nov 13, 2025	6	Nov 20, 2025	5	Nov 28, 2025	11
-2.98%	Jan 30, 2026	5	Feb 5, 2026	13	Feb 25, 2026	18
-2.02%	Oct 9, 2025	2	Oct 10, 2025	11	Oct 27, 2025	13
-1.17%	Dec 8, 2025	8	Dec 17, 2025	3	Dec 22, 2025	11

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading graphics...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 35 assets, with an effective number of assets of 21.71, 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	CCI	CDX	IGLD	NML	PAXS	JFR	EIC	TYG	GDO	HTGC	STRC	PCN	CLOZ	UTG	BLW	IYRI	PFRL	RIET	AGNC	BSTZ	CRF	CLM	LGI	SRLN	NCV	JEPI	RYLD	QQQY	QYLD	IWMI	JEPQ	QQQI	XYLD	SPYT	SPYI	Portfolio
Benchmark	1.00	0.02	0.25	0.20	0.14	0.26	0.23	0.27	0.26	0.31	0.37	0.40	0.35	0.42	0.44	0.39	0.36	0.46	0.36	0.37	0.65	0.65	0.63	0.67	0.66	0.67	0.73	0.77	0.89	0.89	0.80	0.95	0.96	0.93	0.97	0.99	0.84
CCI	0.02	1.00	0.12	0.15	0.17	-0.07	-0.01	-0.06	0.10	0.05	0.16	0.05	-0.01	-0.04	0.22	0.08	0.47	0.07	0.26	0.16	-0.11	0.08	0.09	-0.05	-0.03	0.03	0.27	0.05	-0.09	0.02	0.08	-0.04	-0.04	0.05	0.03	0.04	0.18
CDX	0.25	0.12	1.00	0.09	0.05	0.12	0.06	0.01	-0.09	0.03	0.24	-0.02	0.13	0.12	0.10	0.09	0.26	0.18	0.10	0.18	0.01	0.18	0.22	0.10	0.22	0.05	0.27	0.18	0.17	0.20	0.16	0.20	0.20	0.27	0.22	0.25	0.22
IGLD	0.20	0.15	0.09	1.00	0.26	-0.02	0.14	0.05	0.19	0.18	-0.03	0.08	0.08	0.06	0.23	0.34	0.12	-0.05	0.01	0.15	0.17	0.17	0.16	0.16	0.08	0.22	0.17	0.19	0.19	0.29	0.19	0.21	0.20	0.25	0.18	0.20	0.31
NML	0.14	0.17	0.05	0.26	1.00	0.07	0.14	0.17	0.43	0.02	0.13	0.18	0.06	0.05	0.19	0.31	0.24	0.02	0.20	0.17	0.14	0.15	0.18	0.06	0.11	0.23	0.23	0.21	0.08	0.14	0.24	0.11	0.12	0.15	0.12	0.15	0.43
PAXS	0.26	-0.07	0.12	-0.02	0.07	1.00	0.15	0.21	0.15	0.09	0.16	0.24	0.31	0.12	0.16	0.20	0.07	0.10	0.14	0.15	0.16	0.18	0.17	0.16	0.13	0.28	0.17	0.22	0.23	0.16	0.21	0.22	0.22	0.16	0.25	0.23	0.28
JFR	0.23	-0.01	0.06	0.14	0.14	0.15	1.00	0.18	0.15	0.15	0.20	0.10	0.28	0.22	0.08	0.31	0.10	0.14	0.19	0.25	0.20	0.15	0.23	0.18	0.25	0.23	0.18	0.15	0.22	0.20	0.16	0.24	0.25	0.22	0.21	0.24	0.33
EIC	0.27	-0.06	0.01	0.05	0.17	0.21	0.18	1.00	0.06	0.19	0.22	0.12	0.28	0.16	0.16	0.24	0.21	0.17	0.18	0.19	0.22	0.13	0.17	0.16	0.26	0.26	0.25	0.25	0.20	0.24	0.28	0.23	0.23	0.18	0.26	0.25	0.33
TYG	0.26	0.10	-0.09	0.19	0.43	0.15	0.15	0.06	1.00	0.11	0.08	0.19	0.20	0.02	0.36	0.28	0.18	0.12	0.19	0.19	0.31	0.27	0.24	0.21	0.16	0.28	0.20	0.30	0.19	0.21	0.28	0.24	0.25	0.25	0.25	0.27	0.44
GDO	0.31	0.05	0.03	0.18	0.02	0.09	0.15	0.19	0.11	1.00	0.18	0.17	0.27	0.14	0.26	0.24	0.15	0.23	0.22	0.23	0.37	0.31	0.31	0.28	0.30	0.30	0.24	0.32	0.29	0.32	0.26	0.30	0.29	0.32	0.34	0.31	0.33
HTGC	0.37	0.16	0.24	-0.03	0.13	0.16	0.20	0.22	0.08	0.18	1.00	0.17	0.23	0.19	0.09	0.22	0.32	0.34	0.44	0.33	0.21	0.21	0.17	0.26	0.32	0.21	0.38	0.38	0.28	0.31	0.42	0.29	0.32	0.36	0.35	0.37	0.48
STRC	0.40	0.05	-0.02	0.08	0.18	0.24	0.10	0.12	0.19	0.17	0.17	1.00	0.19	0.21	0.21	0.25	0.09	0.15	0.17	0.12	0.36	0.30	0.30	0.29	0.29	0.35	0.28	0.41	0.43	0.39	0.43	0.42	0.43	0.39	0.39	0.40	0.51
PCN	0.35	-0.01	0.13	0.08	0.06	0.31	0.28	0.28	0.20	0.27	0.23	0.19	1.00	0.28	0.25	0.36	0.23	0.30	0.28	0.22	0.34	0.20	0.23	0.37	0.30	0.40	0.33	0.30	0.30	0.29	0.33	0.33	0.32	0.29	0.38	0.36	0.38
CLOZ	0.42	-0.04	0.12	0.06	0.05	0.12	0.22	0.16	0.02	0.14	0.19	0.21	0.28	1.00	0.11	0.27	0.23	0.30	0.28	0.35	0.30	0.28	0.26	0.33	0.39	0.35	0.39	0.40	0.38	0.39	0.39	0.42	0.41	0.41	0.44	0.42	0.37
UTG	0.44	0.22	0.10	0.23	0.19	0.16	0.08	0.16	0.36	0.26	0.09	0.21	0.25	0.11	1.00	0.27	0.33	0.09	0.22	0.15	0.49	0.37	0.36	0.22	0.19	0.48	0.36	0.41	0.37	0.37	0.45	0.40	0.40	0.42	0.42	0.43	0.51
BLW	0.39	0.08	0.09	0.34	0.31	0.20	0.31	0.24	0.28	0.24	0.22	0.25	0.36	0.27	0.27	1.00	0.24	0.15	0.26	0.29	0.33	0.26	0.27	0.34	0.28	0.42	0.34	0.29	0.34	0.31	0.37	0.36	0.36	0.34	0.34	0.39	0.49
IYRI	0.36	0.47	0.26	0.12	0.24	0.07	0.10	0.21	0.18	0.15	0.32	0.09	0.23	0.23	0.33	0.24	1.00	0.19	0.73	0.54	0.06	0.26	0.27	0.35	0.27	0.29	0.63	0.44	0.23	0.29	0.48	0.24	0.23	0.37	0.35	0.36	0.51
PFRL	0.46	0.07	0.18	-0.05	0.02	0.10	0.14	0.17	0.12	0.23	0.34	0.15	0.30	0.30	0.09	0.15	0.19	1.00	0.34	0.31	0.27	0.38	0.43	0.35	0.49	0.26	0.39	0.45	0.43	0.42	0.41	0.44	0.45	0.46	0.46	0.47	0.42
RIET	0.36	0.26	0.10	0.01	0.20	0.14	0.19	0.18	0.19	0.22	0.44	0.17	0.28	0.28	0.22	0.26	0.73	0.34	1.00	0.69	0.13	0.26	0.28	0.37	0.29	0.29	0.58	0.53	0.27	0.24	0.57	0.24	0.25	0.34	0.35	0.35	0.57
AGNC	0.37	0.16	0.18	0.15	0.17	0.15	0.25	0.19	0.19	0.23	0.33	0.12	0.22	0.35	0.15	0.29	0.54	0.31	0.69	1.00	0.18	0.32	0.35	0.38	0.37	0.37	0.48	0.45	0.30	0.32	0.44	0.32	0.32	0.38	0.37	0.38	0.57
BSTZ	0.65	-0.11	0.01	0.17	0.14	0.16	0.20	0.22	0.31	0.37	0.21	0.36	0.34	0.30	0.49	0.33	0.06	0.27	0.13	0.18	1.00	0.46	0.45	0.45	0.48	0.68	0.33	0.53	0.67	0.62	0.55	0.69	0.69	0.61	0.62	0.64	0.60
CRF	0.65	0.08	0.18	0.17	0.15	0.18	0.15	0.13	0.27	0.31	0.21	0.30	0.20	0.28	0.37	0.26	0.26	0.38	0.26	0.32	0.46	1.00	0.86	0.52	0.49	0.51	0.50	0.47	0.58	0.59	0.49	0.63	0.64	0.60	0.63	0.64	0.62
CLM	0.63	0.09	0.22	0.16	0.18	0.17	0.23	0.17	0.24	0.31	0.17	0.30	0.23	0.26	0.36	0.27	0.27	0.43	0.28	0.35	0.45	0.86	1.00	0.52	0.47	0.49	0.52	0.49	0.59	0.56	0.48	0.61	0.62	0.59	0.61	0.63	0.63
LGI	0.67	-0.05	0.10	0.16	0.06	0.16	0.18	0.16	0.21	0.28	0.26	0.29	0.37	0.33	0.22	0.34	0.35	0.35	0.37	0.38	0.45	0.52	0.52	1.00	0.44	0.52	0.59	0.53	0.66	0.58	0.55	0.64	0.64	0.60	0.66	0.67	0.61
SRLN	0.66	-0.03	0.22	0.08	0.11	0.13	0.25	0.26	0.16	0.30	0.32	0.29	0.30	0.39	0.19	0.28	0.27	0.49	0.29	0.37	0.48	0.49	0.47	0.44	1.00	0.53	0.47	0.58	0.63	0.64	0.58	0.66	0.66	0.66	0.64	0.66	0.61
NCV	0.67	0.03	0.05	0.22	0.23	0.28	0.23	0.26	0.28	0.30	0.21	0.35	0.40	0.35	0.48	0.42	0.29	0.26	0.29	0.37	0.68	0.51	0.49	0.52	0.53	1.00	0.46	0.62	0.63	0.63	0.67	0.67	0.66	0.62	0.65	0.65	0.71
JEPI	0.73	0.27	0.27	0.17	0.23	0.17	0.18	0.25	0.20	0.24	0.38	0.28	0.33	0.39	0.36	0.34	0.63	0.39	0.58	0.48	0.33	0.50	0.52	0.59	0.47	0.46	1.00	0.65	0.55	0.60	0.72	0.61	0.60	0.69	0.71	0.74	0.71
RYLD	0.77	0.05	0.18	0.19	0.21	0.22	0.15	0.25	0.30	0.32	0.38	0.41	0.30	0.40	0.41	0.29	0.44	0.45	0.53	0.45	0.53	0.47	0.49	0.53	0.58	0.62	0.65	1.00	0.70	0.72	0.91	0.71	0.72	0.77	0.75	0.76	0.77
QQQY	0.89	-0.09	0.17	0.19	0.08	0.23	0.22	0.20	0.19	0.29	0.28	0.43	0.30	0.38	0.37	0.34	0.23	0.43	0.27	0.30	0.67	0.58	0.59	0.66	0.63	0.63	0.55	0.70	1.00	0.88	0.71	0.93	0.93	0.85	0.86	0.88	0.75
QYLD	0.89	0.02	0.20	0.29	0.14	0.16	0.20	0.24	0.21	0.32	0.31	0.39	0.29	0.39	0.37	0.31	0.29	0.42	0.24	0.32	0.62	0.59	0.56	0.58	0.64	0.63	0.60	0.72	0.88	1.00	0.68	0.92	0.92	0.93	0.87	0.89	0.76
IWMI	0.80	0.08	0.16	0.19	0.24	0.21	0.16	0.28	0.28	0.26	0.42	0.43	0.33	0.39	0.45	0.37	0.48	0.41	0.57	0.44	0.55	0.49	0.48	0.55	0.58	0.67	0.72	0.91	0.71	0.68	1.00	0.71	0.72	0.74	0.76	0.79	0.82
JEPQ	0.95	-0.04	0.20	0.21	0.11	0.22	0.24	0.23	0.24	0.30	0.29	0.42	0.33	0.42	0.40	0.36	0.24	0.44	0.24	0.32	0.69	0.63	0.61	0.64	0.66	0.67	0.61	0.71	0.93	0.92	0.71	1.00	0.99	0.90	0.93	0.95	0.79
QQQI	0.96	-0.04	0.20	0.20	0.12	0.22	0.25	0.23	0.25	0.29	0.32	0.43	0.32	0.41	0.40	0.36	0.23	0.45	0.25	0.32	0.69	0.64	0.62	0.64	0.66	0.66	0.60	0.72	0.93	0.92	0.72	0.99	1.00	0.91	0.93	0.96	0.80
XYLD	0.93	0.05	0.27	0.25	0.15	0.16	0.22	0.18	0.25	0.32	0.36	0.39	0.29	0.41	0.42	0.34	0.37	0.46	0.34	0.38	0.61	0.60	0.59	0.60	0.66	0.62	0.69	0.77	0.85	0.93	0.74	0.90	0.91	1.00	0.90	0.93	0.79
SPYT	0.97	0.03	0.22	0.18	0.12	0.25	0.21	0.26	0.25	0.34	0.35	0.39	0.38	0.44	0.42	0.34	0.35	0.46	0.35	0.37	0.62	0.63	0.61	0.66	0.64	0.65	0.71	0.75	0.86	0.87	0.76	0.93	0.93	0.90	1.00	0.96	0.81
SPYI	0.99	0.04	0.25	0.20	0.15	0.23	0.24	0.25	0.27	0.31	0.37	0.40	0.36	0.42	0.43	0.39	0.36	0.47	0.35	0.38	0.64	0.64	0.63	0.67	0.66	0.65	0.74	0.76	0.88	0.89	0.79	0.95	0.96	0.93	0.96	1.00	0.84
Portfolio	0.84	0.18	0.22	0.31	0.43	0.28	0.33	0.33	0.44	0.33	0.48	0.51	0.38	0.37	0.51	0.49	0.51	0.42	0.57	0.57	0.60	0.62	0.63	0.61	0.61	0.71	0.71	0.77	0.75	0.76	0.82	0.79	0.80	0.79	0.81	0.84	1.00

The correlation results are calculated based on daily price changes starting from Jul 31, 2025