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high sortinos lowish vol
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


MAIN 8.00%MFG 8.00%EUFN 7.00%ELP 5.00%EWO 5.00%21 positions 54.40%GDE 10.00%1 position 2.60%EquityEquityMulti-AssetMulti-Asset
PositionCategory/SectorTarget Weight
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
Gold, Precious Metals
10%
MAIN
Main Street Capital Corporation
Financial Services
8%
MFG
Mizuho Financial Group, Inc.
Financial Services
8%
EUFN
iShares MSCI Europe Financials ETF
Financials Equities
7%
ELP
5%
EWO
iShares MSCI Austria ETF
Europe Equities
5%
ATO
Atmos Energy Corporation
Utilities
3%
TSLX
Sixth Street Specialty Lending, Inc.
Financial Services
2.60%
DAX
Global X DAX Germany ETF
Europe Equities
2.60%
WMT
Walmart Inc.
Consumer Defensive
2.60%
AVDV
Avantis International Small Cap Value ETF
Foreign Small & Mid Cap Equities
2.60%
HSCZ
iShares Currency Hedged MSCI EAFE Small Cap ETF
Foreign Small & Mid Cap Equities
2.60%
LVHI
Franklin International Low Volatility High Dividend Index ETF
Volatility Hedged Equity, Dividend
2.60%
ESPO
VanEck Vectors Video Gaming and eSports ETF
Large Cap Growth Equities, Technology Equities, Gaming
2.60%
IDVO
Amplify CWP International Enhanced Dividend Income ETF
Derivative Income, Dividend, Foreign Large Cap Equities
2.60%
AUSF
Global X Adaptive U.S. Factor ETF
Mid Cap Value Equities, Multi-factor
2.60%
SSXU
Day Hagan/Ned Davis Research Smart Sector International ETF
Foreign Large Cap Equities
2.60%
IAK
iShares U.S. Insurance ETF
Financials Equities
2.60%
RTH
VanEck Vectors Retail ETF
Consumer Discretionary Equities
2.60%
BAM
Brookfield Asset Management Ltd.
Financial Services
2.60%
ARCC
Ares Capital Corporation
Financial Services
2.60%
SNEX
StoneX Group Inc.
Financial Services
2.60%
AVGO
Broadcom Inc.
Technology
2.60%
GOOG
Alphabet Inc
Communication Services
2.60%
SPMO
Invesco S&P 500 Momentum ETF
Momentum, S&P 500
2.60%
TRV
The Travelers Companies, Inc.
Financial Services
2.60%
KEAT
Keating Active ETF
Global Allocation
2.60%
AIRR
First Trust RBA American Industrial Renaissance ETF
Building & Construction
2%

S&P 500 Index

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