2060 TERM

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	0%
ABBV AbbVie Inc.	Healthcare	3.55%
AIT Applied Industrial Technologies, Inc.	Industrials	0.15%
AJG Arthur J. Gallagher & Co.	Financial Services	4.48%
AMZN Amazon.com, Inc	Consumer Cyclical	1.68%
APH Amphenol Corporation	Technology	0.15%
BJ BJ's Wholesale Club Holdings, Inc.	Consumer Defensive	0.22%
BMI Badger Meter, Inc.	Industrials	0.17%
BRK-B Berkshire Hathaway Inc.	Financial Services	2.25%
BRO Brown & Brown, Inc.	Financial Services	0.19%
CACI CACI International Inc	Technology	0.16%
CASY Casey's General Stores, Inc.	Consumer Defensive	2.30%
CB Chubb Limited	Financial Services	1.95%
CMG Chipotle Mexican Grill, Inc.	Consumer Cyclical	1.49%
COST Costco Wholesale Corporation	Consumer Defensive	6.45%
CSW CSW Industrials Inc	Industrials	0.13%
CTAS Cintas Corporation	Industrials	0.17%
CW Curtiss-Wright Corporation	Industrials	0.16%
ENSG The Ensign Group, Inc.	Healthcare	0.16%
FAST Fastenal Company	Industrials	2.22%
GOOGL Alphabet Inc Class A	Communication Services	1.61%
HLT Hilton Worldwide Holdings Inc.	Consumer Cyclical	0.15%
KO The Coca-Cola Company	Consumer Defensive	2.04%
LIN Linde plc	Basic Materials	1.85%
LLY Eli Lilly and Company	Healthcare	1.71%
MCD McDonald's Corporation	Consumer Cyclical	1.06%
META Meta Platforms, Inc.	Communication Services	0.15%
MRSH Marsh & McLennan Companies, Inc	Financial Services	0.16%
MSFT Microsoft Corporation	Technology	4.70%
MUSA Murphy USA Inc.	Consumer Cyclical	0.17%
NOW ServiceNow, Inc	Technology	0.14%
ORLY O'Reilly Automotive, Inc.	Consumer Cyclical	4.70%
PEP PepsiCo, Inc.	Consumer Defensive	1.57%
PGR The Progressive Corporation	Financial Services	4.32%
PYPL PayPal Holdings, Inc.	Financial Services	0.10%
RSG Republic Services, Inc.	Industrials	11.54%
TJX The TJX Companies, Inc.	Consumer Cyclical	2.14%
TMUS T-Mobile US, Inc.	Communication Services	0.19%
TXRH Texas Roadhouse, Inc.	Consumer Cyclical	1.75%
V Visa Inc.	Financial Services	2.26%
VOO Vanguard S&P 500 ETF	S&P 500	13.63%
VUG Vanguard Growth ETF	Large Cap Growth Equities	13.32%
WCN Waste Connections, Inc.	Industrials	0.19%
WMT Walmart Inc.	Consumer Defensive	2.35%
WSO Watsco, Inc.	Industrials	0.17%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 2060 TERM, 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 Jun 9, 2025, corresponding to the inception date of CSW

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-2.33%	-3.84%	-1.98%	29.73%	16.86%	10.37%	12.29%
Portfolio 2060 TERM	0.40%	-2.41%	-0.89%	-2.31%	—	—	—	—
Portfolio components:
VOO Vanguard S&P 500 ETF	0.11%	-2.19%	-3.55%	-1.41%	31.08%	18.47%	11.96%	14.19%
VUG Vanguard Growth ETF	0.11%	-3.40%	-9.29%	-7.99%	32.91%	21.67%	11.69%	16.20%
RSG Republic Services, Inc.	1.44%	-3.13%	5.92%	0.15%	-4.15%	19.30%	18.99%	18.99%
COST Costco Wholesale Corporation	1.85%	1.69%	17.86%	11.19%	11.35%	28.60%	24.74%	22.54%
MSFT Microsoft Corporation	1.11%	-8.68%	-22.60%	-27.51%	4.58%	10.00%	9.94%	22.58%
ORLY O'Reilly Automotive, Inc.	-0.74%	-3.36%	0.23%	-12.76%	-1.34%	16.47%	21.98%	17.55%
AJG Arthur J. Gallagher & Co.	0.59%	-4.61%	-15.66%	-29.51%	-31.16%	5.01%	12.61%	19.17%
PGR The Progressive Corporation	1.03%	-7.24%	-8.77%	-15.44%	-19.30%	13.80%	18.00%	22.03%
ABBV AbbVie Inc.	-2.86%	-9.24%	-7.86%	-9.35%	15.45%	13.21%	18.43%	18.22%
WMT Walmart Inc.	0.84%	1.82%	13.14%	23.74%	52.55%	37.98%	24.34%	20.62%

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

Monthly Returns

Based on dividend-adjusted daily data since Jun 10, 2025, 2060 TERM's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, your investment would double in approximately 23.1 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2025 with a return of +3.0%, while the worst month was Mar 2026 at -4.3%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, 2060 TERM closed higher 52% of trading days. The best single day was Mar 31, 2026 with a return of +1.5%, while the worst single day was Mar 18, 2026 at -1.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	1.35%	1.45%	-4.34%	0.75%									-0.89%
2025						1.23%	-0.55%	2.16%	2.12%	-3.27%	2.95%	-1.10%	3.44%

Benchmark Metrics

2060 TERM has an annualized alpha of -2.45%, beta of 0.49, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since June 10, 2025.

This portfolio participated in 69.29% of S&P 500 Index downside but only 40.18% of its upside — more exposed to losses than it benefited from rallies.
Beta of 0.49 may look defensive, but with R² of 0.48 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
R² of 0.48 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha: -2.45%

Beta: 0.49

R²: 0.48

Upside Capture: 40.18%

Downside Capture: 69.29%

Expense Ratio

2060 TERM has an expense ratio of 0.01%, 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.

VOO

Vanguard S&P 500 ETF

VUG

Vanguard Growth 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
VOO Vanguard S&P 500 ETF	53	0.98	1.49	1.23	1.53	7.13
VUG Vanguard Growth ETF	38	0.78	1.27	1.18	1.13	3.90
RSG Republic Services, Inc.	23	-0.42	-0.45	0.94	-0.35	-0.60
COST Costco Wholesale Corporation	45	0.29	0.56	1.07	0.36	0.72
MSFT Microsoft Corporation	34	-0.06	0.11	1.01	-0.05	-0.12
ORLY O'Reilly Automotive, Inc.	30	-0.15	-0.06	0.99	-0.22	-0.47
AJG Arthur J. Gallagher & Co.	4	-1.27	-1.73	0.77	-0.88	-1.62
PGR The Progressive Corporation	6	-1.04	-1.35	0.83	-0.91	-1.47
ABBV AbbVie Inc.	43	0.19	0.44	1.06	0.28	0.62
WMT Walmart Inc.	87	1.72	2.65	1.33	3.92	10.75

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for 2060 TERM. 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

2060 TERM provided a 1.26% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.26%	1.02%	0.95%	1.23%	1.19%	1.27%	1.48%	1.56%	1.63%	1.75%	1.73%	2.02%
Portfolio components:
VOO Vanguard S&P 500 ETF	1.18%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%
VUG Vanguard Growth ETF	0.45%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%
RSG Republic Services, Inc.	1.10%	1.12%	0.82%	1.25%	1.48%	1.27%	1.72%	1.74%	2.00%	1.97%	2.17%	2.64%
COST Costco Wholesale Corporation	0.51%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
ORLY O'Reilly Automotive, 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%
AJG Arthur J. Gallagher & Co.	1.22%	1.00%	0.85%	0.98%	1.08%	1.13%	1.46%	1.81%	2.23%	2.47%	2.93%	3.62%
PGR The Progressive Corporation	7.12%	2.15%	0.48%	0.25%	0.31%	6.23%	2.68%	3.89%	1.86%	1.21%	2.50%	2.16%
ABBV AbbVie Inc.	3.18%	2.87%	3.49%	3.82%	3.49%	3.84%	4.41%	4.83%	3.89%	2.65%	3.64%	3.41%
WMT Walmart Inc.	0.76%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%

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 2060 TERM. 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 2060 TERM was 6.68%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current 2060 TERM drawdown is 3.62%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-6.68%	Mar 2, 2026	20	Mar 27, 2026	—	—	—
-3.94%	Oct 2, 2025	26	Nov 6, 2025	43	Jan 9, 2026	69
-2.38%	Jul 28, 2025	5	Aug 1, 2025	8	Aug 13, 2025	13
-1.78%	Jun 13, 2025	5	Jun 20, 2025	6	Jun 30, 2025	11
-1.66%	Jan 27, 2026	16	Feb 18, 2026	7	Feb 27, 2026	23

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 45 assets, with an effective number of assets of 14.43, 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	CACI	LLY	ABBV	BJ	MUSA	NOW	TXRH	ENSG	WMT	COST	MSFT	TMUS	PEP	CW	CASY	AAPL	APH	KO	ORLY	CSW	GOOGL	PGR	META	TJX	AMZN	WCN	CB	CMG	MCD	WSO	PYPL	RSG	AJG	BRO	LIN	BMI	BRK-B	AIT	HLT	MRSH	FAST	V	CTAS	VUG	VOO	Portfolio
Benchmark	1.00	0.15	0.19	0.11	-0.06	-0.05	0.28	0.15	0.24	-0.01	0.03	0.52	-0.14	-0.01	0.51	0.20	0.53	0.56	-0.07	0.06	0.44	0.55	-0.04	0.61	0.17	0.62	0.09	-0.04	0.35	0.08	0.40	0.48	-0.03	0.05	0.01	0.23	0.46	0.17	0.52	0.39	0.09	0.39	0.44	0.30	0.93	1.00	0.69
CACI	0.15	1.00	0.01	0.02	0.11	0.14	0.08	0.07	0.07	-0.08	0.08	0.07	-0.11	0.08	0.25	0.16	-0.04	0.03	0.06	0.14	0.15	0.05	0.01	-0.05	0.02	0.01	0.24	-0.04	0.21	-0.02	0.09	0.14	0.28	0.11	0.09	0.10	0.02	-0.07	0.12	0.00	0.06	0.12	0.01	0.15	0.09	0.14	0.18
LLY	0.19	0.01	1.00	0.35	-0.04	-0.04	0.02	0.08	0.20	0.04	-0.01	-0.01	-0.09	0.04	0.15	0.09	0.05	0.12	0.06	0.13	0.09	0.18	-0.02	-0.04	0.14	0.01	0.15	0.06	0.10	0.18	0.14	0.10	0.06	0.07	0.05	0.04	0.15	0.19	0.14	0.14	0.03	0.09	0.19	0.04	0.14	0.19	0.29
ABBV	0.11	0.02	0.35	1.00	0.01	-0.07	0.03	0.09	0.22	0.03	0.02	-0.06	0.13	0.26	-0.01	0.07	0.11	-0.05	0.30	0.19	0.01	0.04	0.05	-0.12	0.21	-0.10	0.17	0.15	0.07	0.32	0.10	0.10	0.13	0.14	0.05	0.24	0.01	0.19	0.15	0.09	0.10	0.09	0.22	0.13	-0.01	0.11	0.26
BJ	-0.06	0.11	-0.04	0.01	1.00	0.34	0.03	0.11	0.05	0.40	0.46	-0.08	0.23	0.08	0.08	0.32	-0.02	-0.10	0.13	0.22	0.04	-0.18	0.18	-0.14	0.26	-0.16	0.15	0.15	0.07	0.21	0.02	0.03	0.30	0.09	0.15	0.26	0.10	0.02	0.04	0.06	0.10	0.06	-0.04	0.01	-0.12	-0.07	0.19
MUSA	-0.05	0.14	-0.04	-0.07	0.34	1.00	0.08	0.02	0.05	0.22	0.24	-0.12	0.18	0.18	-0.04	0.34	-0.04	-0.14	0.09	0.25	0.13	-0.13	0.08	-0.11	0.12	-0.08	0.24	0.09	0.09	0.10	0.12	0.10	0.28	0.17	0.22	0.26	0.04	0.06	0.07	0.05	0.23	0.21	0.07	0.05	-0.13	-0.05	0.18
NOW	0.28	0.08	0.02	0.03	0.03	0.08	1.00	-0.04	0.06	-0.05	0.03	0.40	0.08	-0.13	0.02	0.01	0.09	0.06	-0.19	0.11	0.06	0.16	0.04	0.26	0.04	0.27	0.20	0.04	0.17	0.03	0.03	0.42	0.11	0.13	0.19	0.19	0.16	0.10	0.05	0.16	0.22	0.11	0.30	0.15	0.33	0.28	0.30
TXRH	0.15	0.07	0.08	0.09	0.11	0.02	-0.04	1.00	0.15	0.15	0.20	0.02	0.01	0.15	0.04	0.24	0.11	0.05	0.10	-0.00	0.06	0.02	0.05	0.11	0.21	0.07	0.07	0.02	0.42	0.30	0.25	0.14	0.01	0.19	0.24	0.13	0.21	0.21	0.21	0.37	0.21	0.19	0.21	0.16	0.06	0.14	0.28
ENSG	0.24	0.07	0.20	0.22	0.05	0.05	0.06	0.15	1.00	0.15	0.14	0.02	0.05	0.15	0.17	0.15	0.08	0.06	0.09	0.08	0.18	0.12	0.07	0.11	0.21	0.01	0.17	0.22	0.11	0.26	0.15	0.07	0.16	0.05	0.16	0.17	0.25	0.23	0.20	0.23	0.12	0.13	0.22	0.24	0.17	0.24	0.29
WMT	-0.01	-0.08	0.04	0.03	0.40	0.22	-0.05	0.15	0.15	1.00	0.56	-0.05	0.26	0.18	0.04	0.25	0.04	0.02	0.24	0.30	-0.03	-0.07	0.19	-0.09	0.32	-0.12	0.08	0.28	-0.01	0.30	0.06	0.02	0.23	0.14	0.23	0.22	0.19	0.19	0.10	0.13	0.12	0.16	0.08	0.14	-0.08	-0.01	0.32
COST	0.03	0.08	-0.01	0.02	0.46	0.24	0.03	0.20	0.14	0.56	1.00	-0.01	0.23	0.19	0.01	0.26	-0.02	-0.01	0.27	0.24	0.05	-0.16	0.21	0.01	0.21	-0.03	0.15	0.21	0.08	0.25	0.05	0.08	0.29	0.15	0.27	0.29	0.15	0.17	0.04	0.07	0.22	0.12	0.12	0.19	-0.03	0.03	0.38
MSFT	0.52	0.07	-0.01	-0.06	-0.08	-0.12	0.40	0.02	0.02	-0.05	-0.01	1.00	-0.04	-0.18	0.24	0.04	0.15	0.33	-0.19	-0.00	0.03	0.16	0.04	0.49	-0.03	0.37	0.15	-0.05	0.20	-0.05	0.05	0.25	0.03	0.08	0.11	0.04	0.16	0.03	0.02	0.11	0.06	0.07	0.24	0.13	0.62	0.51	0.42
TMUS	-0.14	-0.11	-0.09	0.13	0.23	0.18	0.08	0.01	0.05	0.26	0.23	-0.04	1.00	0.26	-0.22	0.08	-0.03	-0.14	0.27	0.24	-0.13	-0.16	0.31	0.02	0.14	-0.14	0.17	0.27	0.03	0.18	-0.00	0.12	0.30	0.25	0.24	0.36	-0.03	0.24	-0.07	-0.03	0.32	0.08	0.14	0.20	-0.19	-0.13	0.18
PEP	-0.01	0.08	0.04	0.26	0.08	0.18	-0.13	0.15	0.15	0.18	0.19	-0.18	0.26	1.00	-0.22	0.15	0.14	-0.11	0.60	0.18	0.16	-0.04	0.14	-0.15	0.12	-0.17	0.14	0.18	0.04	0.40	0.15	0.05	0.16	0.17	0.18	0.19	-0.04	0.16	0.13	0.15	0.22	0.22	0.07	0.22	-0.17	-0.01	0.21
CW	0.51	0.25	0.15	-0.01	0.08	-0.04	0.02	0.04	0.17	0.04	0.01	0.24	-0.22	-0.22	1.00	0.26	0.05	0.50	-0.17	0.08	0.21	0.22	-0.14	0.21	0.18	0.20	0.03	-0.08	0.11	-0.12	0.20	0.10	-0.07	-0.01	-0.11	-0.03	0.31	-0.02	0.35	0.12	-0.10	0.18	0.02	0.04	0.47	0.51	0.27
CASY	0.20	0.16	0.09	0.07	0.32	0.34	0.01	0.24	0.15	0.25	0.26	0.04	0.08	0.15	0.26	1.00	0.06	0.09	0.21	0.35	0.08	0.03	0.04	0.13	0.34	0.03	0.14	0.15	0.14	0.25	0.18	0.07	0.20	0.13	0.13	0.13	0.10	0.12	0.17	0.24	0.12	0.20	0.15	0.18	0.14	0.20	0.40
AAPL	0.53	-0.04	0.05	0.11	-0.02	-0.04	0.09	0.11	0.08	0.04	-0.02	0.15	-0.03	0.14	0.05	0.06	1.00	0.23	0.07	-0.02	0.27	0.34	-0.01	0.26	0.06	0.29	-0.06	0.04	0.22	0.04	0.30	0.30	-0.13	0.01	0.03	0.16	0.24	0.19	0.37	0.28	0.08	0.27	0.31	0.17	0.50	0.53	0.33
APH	0.56	0.03	0.12	-0.05	-0.10	-0.14	0.06	0.05	0.06	0.02	-0.01	0.33	-0.14	-0.11	0.50	0.09	0.23	1.00	-0.14	-0.08	0.14	0.39	-0.23	0.36	-0.01	0.34	-0.05	-0.14	0.09	-0.09	0.13	0.17	-0.19	-0.05	-0.19	-0.00	0.28	-0.03	0.23	0.17	-0.13	0.19	0.03	0.01	0.59	0.56	0.25
KO	-0.07	0.06	0.06	0.30	0.13	0.09	-0.19	0.10	0.09	0.24	0.27	-0.19	0.27	0.60	-0.17	0.21	0.07	-0.14	1.00	0.22	-0.01	-0.07	0.22	-0.19	0.30	-0.12	0.23	0.27	0.10	0.44	0.10	-0.04	0.24	0.16	0.16	0.23	0.01	0.18	0.05	0.15	0.19	0.10	0.13	0.27	-0.19	-0.06	0.25
ORLY	0.06	0.14	0.13	0.19	0.22	0.25	0.11	-0.00	0.08	0.30	0.24	-0.00	0.24	0.18	0.08	0.35	-0.02	-0.08	0.22	1.00	0.05	-0.04	0.31	0.01	0.30	-0.00	0.33	0.20	-0.03	0.27	0.09	0.16	0.44	0.23	0.25	0.26	0.16	0.18	0.10	0.15	0.24	0.23	0.16	0.32	-0.01	0.06	0.44
CSW	0.44	0.15	0.09	0.01	0.04	0.13	0.06	0.06	0.18	-0.03	0.05	0.03	-0.13	0.16	0.21	0.08	0.27	0.14	-0.01	0.05	1.00	0.21	0.04	0.15	0.17	0.17	0.16	0.01	0.23	0.05	0.47	0.26	0.09	0.07	0.07	0.18	0.38	0.14	0.54	0.36	0.08	0.44	0.19	0.30	0.32	0.44	0.34
GOOGL	0.55	0.05	0.18	0.04	-0.18	-0.13	0.16	0.02	0.12	-0.07	-0.16	0.16	-0.16	-0.04	0.22	0.03	0.34	0.39	-0.07	-0.04	0.21	1.00	-0.26	0.37	0.05	0.46	-0.03	-0.13	0.03	0.06	0.15	0.14	-0.15	-0.15	-0.25	0.05	0.22	-0.05	0.19	0.19	-0.21	0.17	0.15	0.03	0.57	0.55	0.27
PGR	-0.04	0.01	-0.02	0.05	0.18	0.08	0.04	0.05	0.07	0.19	0.21	0.04	0.31	0.14	-0.14	0.04	-0.01	-0.23	0.22	0.31	0.04	-0.26	1.00	-0.07	0.18	-0.10	0.29	0.58	0.07	0.20	0.03	0.06	0.42	0.44	0.45	0.30	0.09	0.39	0.03	0.17	0.50	0.10	0.34	0.34	-0.15	-0.04	0.38
META	0.61	-0.05	-0.04	-0.12	-0.14	-0.11	0.26	0.11	0.11	-0.09	0.01	0.49	0.02	-0.15	0.21	0.13	0.26	0.36	-0.19	0.01	0.15	0.37	-0.07	1.00	0.02	0.55	0.02	-0.07	0.21	0.01	0.14	0.33	-0.02	0.03	0.03	0.12	0.26	0.10	0.17	0.22	0.09	0.19	0.30	0.18	0.65	0.61	0.40
TJX	0.17	0.02	0.14	0.21	0.26	0.12	0.04	0.21	0.21	0.32	0.21	-0.03	0.14	0.12	0.18	0.34	0.06	-0.01	0.30	0.30	0.17	0.05	0.18	0.02	1.00	0.04	0.13	0.30	0.22	0.38	0.15	0.09	0.15	0.24	0.19	0.20	0.25	0.36	0.29	0.32	0.24	0.28	0.21	0.31	0.06	0.17	0.39
AMZN	0.62	0.01	0.01	-0.10	-0.16	-0.08	0.27	0.07	0.01	-0.12	-0.03	0.37	-0.14	-0.17	0.20	0.03	0.29	0.34	-0.12	-0.00	0.17	0.46	-0.10	0.55	0.04	1.00	-0.05	-0.12	0.17	-0.02	0.29	0.42	-0.15	-0.01	-0.06	0.10	0.20	0.07	0.22	0.24	0.05	0.24	0.26	0.15	0.66	0.61	0.41
WCN	0.09	0.24	0.15	0.17	0.15	0.24	0.20	0.07	0.17	0.08	0.15	0.15	0.17	0.14	0.03	0.14	-0.06	-0.05	0.23	0.33	0.16	-0.03	0.29	0.02	0.13	-0.05	1.00	0.31	0.17	0.22	0.15	0.15	0.74	0.37	0.35	0.32	0.22	0.24	0.12	0.22	0.34	0.24	0.28	0.37	0.01	0.09	0.44
CB	-0.04	-0.04	0.06	0.15	0.15	0.09	0.04	0.02	0.22	0.28	0.21	-0.05	0.27	0.18	-0.08	0.15	0.04	-0.14	0.27	0.20	0.01	-0.13	0.58	-0.07	0.30	-0.12	0.31	1.00	0.06	0.32	0.11	0.02	0.40	0.46	0.46	0.30	0.17	0.44	0.11	0.22	0.49	0.18	0.29	0.31	-0.16	-0.05	0.35
CMG	0.35	0.21	0.10	0.07	0.07	0.09	0.17	0.42	0.11	-0.01	0.08	0.20	0.03	0.04	0.11	0.14	0.22	0.09	0.10	-0.03	0.23	0.03	0.07	0.21	0.22	0.17	0.17	0.06	1.00	0.23	0.36	0.33	0.11	0.35	0.28	0.19	0.19	0.30	0.30	0.43	0.30	0.28	0.32	0.31	0.25	0.35	0.43
MCD	0.08	-0.02	0.18	0.32	0.21	0.10	0.03	0.30	0.26	0.30	0.25	-0.05	0.18	0.40	-0.12	0.25	0.04	-0.09	0.44	0.27	0.05	0.06	0.20	0.01	0.38	-0.02	0.22	0.32	0.23	1.00	0.16	0.06	0.28	0.26	0.36	0.26	0.18	0.37	0.13	0.32	0.34	0.21	0.32	0.35	-0.05	0.07	0.40
WSO	0.40	0.09	0.14	0.10	0.02	0.12	0.03	0.25	0.15	0.06	0.05	0.05	-0.00	0.15	0.20	0.18	0.30	0.13	0.10	0.09	0.47	0.15	0.03	0.14	0.15	0.29	0.15	0.11	0.36	0.16	1.00	0.31	0.14	0.25	0.08	0.20	0.36	0.24	0.56	0.40	0.16	0.50	0.25	0.35	0.27	0.40	0.46
PYPL	0.48	0.14	0.10	0.10	0.03	0.10	0.42	0.14	0.07	0.02	0.08	0.25	0.12	0.05	0.10	0.07	0.30	0.17	-0.04	0.16	0.26	0.14	0.06	0.33	0.09	0.42	0.15	0.02	0.33	0.06	0.31	1.00	0.11	0.21	0.19	0.33	0.29	0.18	0.28	0.24	0.31	0.31	0.43	0.30	0.44	0.48	0.46
RSG	-0.03	0.28	0.06	0.13	0.30	0.28	0.11	0.01	0.16	0.23	0.29	0.03	0.30	0.16	-0.07	0.20	-0.13	-0.19	0.24	0.44	0.09	-0.15	0.42	-0.02	0.15	-0.15	0.74	0.40	0.11	0.28	0.14	0.11	1.00	0.33	0.35	0.34	0.11	0.26	0.07	0.13	0.37	0.22	0.24	0.37	-0.12	-0.03	0.47
AJG	0.05	0.11	0.07	0.14	0.09	0.17	0.13	0.19	0.05	0.14	0.15	0.08	0.25	0.17	-0.01	0.13	0.01	-0.05	0.16	0.23	0.07	-0.15	0.44	0.03	0.24	-0.01	0.37	0.46	0.35	0.26	0.25	0.21	0.33	1.00	0.66	0.32	0.25	0.45	0.20	0.19	0.69	0.27	0.36	0.38	-0.07	0.04	0.47
BRO	0.01	0.09	0.05	0.05	0.15	0.22	0.19	0.24	0.16	0.23	0.27	0.11	0.24	0.18	-0.11	0.13	0.03	-0.19	0.16	0.25	0.07	-0.25	0.45	0.03	0.19	-0.06	0.35	0.46	0.28	0.36	0.08	0.19	0.35	0.66	1.00	0.27	0.21	0.43	0.11	0.18	0.66	0.22	0.39	0.40	-0.08	0.01	0.39
LIN	0.23	0.10	0.04	0.24	0.26	0.26	0.19	0.13	0.17	0.22	0.29	0.04	0.36	0.19	-0.03	0.13	0.16	-0.00	0.23	0.26	0.18	0.05	0.30	0.12	0.20	0.10	0.32	0.30	0.19	0.26	0.20	0.33	0.34	0.32	0.27	1.00	0.26	0.27	0.28	0.29	0.45	0.32	0.33	0.32	0.09	0.23	0.50
BMI	0.46	0.02	0.15	0.01	0.10	0.04	0.16	0.21	0.25	0.19	0.15	0.16	-0.03	-0.04	0.31	0.10	0.24	0.28	0.01	0.16	0.38	0.22	0.09	0.26	0.25	0.20	0.22	0.17	0.19	0.18	0.36	0.29	0.11	0.25	0.21	0.26	1.00	0.26	0.45	0.38	0.22	0.33	0.31	0.38	0.38	0.46	0.46
BRK-B	0.17	-0.07	0.19	0.19	0.02	0.06	0.10	0.21	0.23	0.19	0.17	0.03	0.24	0.16	-0.02	0.12	0.19	-0.03	0.18	0.18	0.14	-0.05	0.39	0.10	0.36	0.07	0.24	0.44	0.30	0.37	0.24	0.18	0.26	0.45	0.43	0.27	0.26	1.00	0.31	0.37	0.50	0.34	0.47	0.48	0.01	0.16	0.46
AIT	0.52	0.12	0.14	0.15	0.04	0.07	0.05	0.21	0.20	0.10	0.04	0.02	-0.07	0.13	0.35	0.17	0.37	0.23	0.05	0.10	0.54	0.19	0.03	0.17	0.29	0.22	0.12	0.11	0.30	0.13	0.56	0.28	0.07	0.20	0.11	0.28	0.45	0.31	1.00	0.49	0.16	0.59	0.27	0.43	0.35	0.52	0.47
HLT	0.39	0.00	0.14	0.09	0.06	0.05	0.16	0.37	0.23	0.13	0.07	0.11	-0.03	0.15	0.12	0.24	0.28	0.17	0.15	0.15	0.36	0.19	0.17	0.22	0.32	0.24	0.22	0.22	0.43	0.32	0.40	0.24	0.13	0.19	0.18	0.29	0.38	0.37	0.49	1.00	0.23	0.41	0.35	0.34	0.28	0.38	0.47
MRSH	0.09	0.06	0.03	0.10	0.10	0.23	0.22	0.21	0.12	0.12	0.22	0.06	0.32	0.22	-0.10	0.12	0.08	-0.13	0.19	0.24	0.08	-0.21	0.50	0.09	0.24	0.05	0.34	0.49	0.30	0.34	0.16	0.31	0.37	0.69	0.66	0.45	0.22	0.50	0.16	0.23	1.00	0.24	0.47	0.38	-0.03	0.09	0.47
FAST	0.39	0.12	0.09	0.09	0.06	0.21	0.11	0.19	0.13	0.16	0.12	0.07	0.08	0.22	0.18	0.20	0.27	0.19	0.10	0.23	0.44	0.17	0.10	0.19	0.28	0.24	0.24	0.18	0.28	0.21	0.50	0.31	0.22	0.27	0.22	0.32	0.33	0.34	0.59	0.41	0.24	1.00	0.27	0.44	0.24	0.38	0.52
V	0.44	0.01	0.19	0.22	-0.04	0.07	0.30	0.21	0.22	0.08	0.12	0.24	0.14	0.07	0.02	0.15	0.31	0.03	0.13	0.16	0.19	0.15	0.34	0.30	0.21	0.26	0.28	0.29	0.32	0.32	0.25	0.43	0.24	0.36	0.39	0.33	0.31	0.47	0.27	0.35	0.47	0.27	1.00	0.46	0.34	0.44	0.60
CTAS	0.30	0.15	0.04	0.13	0.01	0.05	0.15	0.16	0.24	0.14	0.19	0.13	0.20	0.22	0.04	0.18	0.17	0.01	0.27	0.32	0.30	0.03	0.34	0.18	0.31	0.15	0.37	0.31	0.31	0.35	0.35	0.30	0.37	0.38	0.40	0.32	0.38	0.48	0.43	0.34	0.38	0.44	0.46	1.00	0.18	0.30	0.53
VUG	0.93	0.09	0.14	-0.01	-0.12	-0.13	0.33	0.06	0.17	-0.08	-0.03	0.62	-0.19	-0.17	0.47	0.14	0.50	0.59	-0.19	-0.01	0.32	0.57	-0.15	0.65	0.06	0.66	0.01	-0.16	0.25	-0.05	0.27	0.44	-0.12	-0.07	-0.08	0.09	0.38	0.01	0.35	0.28	-0.03	0.24	0.34	0.18	1.00	0.93	0.55
VOO	1.00	0.14	0.19	0.11	-0.07	-0.05	0.28	0.14	0.24	-0.01	0.03	0.51	-0.13	-0.01	0.51	0.20	0.53	0.56	-0.06	0.06	0.44	0.55	-0.04	0.61	0.17	0.61	0.09	-0.05	0.35	0.07	0.40	0.48	-0.03	0.04	0.01	0.23	0.46	0.16	0.52	0.38	0.09	0.38	0.44	0.30	0.93	1.00	0.68
Portfolio	0.69	0.18	0.29	0.26	0.19	0.18	0.30	0.28	0.29	0.32	0.38	0.42	0.18	0.21	0.27	0.40	0.33	0.25	0.25	0.44	0.34	0.27	0.38	0.40	0.39	0.41	0.44	0.35	0.43	0.40	0.46	0.46	0.47	0.47	0.39	0.50	0.46	0.46	0.47	0.47	0.47	0.52	0.60	0.53	0.55	0.68	1.00

The correlation results are calculated based on daily price changes starting from Jun 10, 2025