A LITTLE OF EVERYTHING

Asset Allocation

Position	Category/Sector	Target Weight
DLS WisdomTree International SmallCap Dividend	Foreign Small & Mid Cap Equities, Dividend	12.50%
IGRO iShares International Dividend Growth ETF	Foreign Large Cap Equities, Dividend	12.50%
IYW iShares U.S. Technology ETF	Technology Equities	12.50%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	12.50%
SGOL abrdn Physical Gold Shares ETF	Precious Metals, Gold	12.50%
VNQ Vanguard Real Estate ETF	REIT	12.50%
VWO Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	12.50%
XLU Utilities Select Sector SPDR Fund	Utilities Equities	12.50%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in A LITTLE OF EVERYTHING, 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 May 19, 2016, corresponding to the inception date of IGRO

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	2.51%	0.02%	-0.92%	0.71%	24.30%	18.22%	10.44%	12.72%
Portfolio A LITTLE OF EVERYTHING	2.28%	-0.04%	6.79%	8.68%	33.14%	18.32%	10.60%	—
Portfolio components:
DLS WisdomTree International SmallCap Dividend	3.21%	2.32%	6.23%	9.93%	49.08%	16.99%	7.47%	7.95%
IGRO iShares International Dividend Growth ETF	2.84%	2.79%	5.77%	9.65%	35.02%	15.50%	8.29%	—
VWO Vanguard FTSE Emerging Markets ETF	4.46%	2.49%	5.10%	4.76%	45.59%	15.34%	4.90%	8.36%
IYW iShares U.S. Technology ETF	3.09%	0.74%	-3.26%	-3.80%	57.78%	28.33%	15.85%	22.55%
SCHD Schwab U.S. Dividend Equity ETF	0.98%	0.33%	13.46%	15.67%	31.80%	12.37%	8.29%	12.43%
XLU Utilities Select Sector SPDR Fund	1.10%	0.55%	10.35%	4.54%	31.65%	13.68%	10.93%	10.16%
VNQ Vanguard Real Estate ETF	1.80%	-0.70%	5.21%	4.67%	20.04%	8.07%	3.52%	5.12%
SGOL abrdn Physical Gold Shares ETF	0.65%	-7.98%	9.71%	16.85%	58.20%	32.86%	21.89%	14.06%

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

Monthly Returns

Based on dividend-adjusted daily data since May 20, 2016, A LITTLE OF EVERYTHING's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, your investment would double in approximately 5.7 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2022 with a return of +9.1%, while the worst month was Mar 2020 at -12.6%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 3 months.

On a daily basis, A LITTLE OF EVERYTHING closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -10.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.79%	4.96%	-6.18%	3.50%									6.79%
2025	2.37%	1.33%	0.41%	0.68%	3.84%	3.27%	0.81%	3.06%	3.87%	0.86%	1.44%	0.19%	24.40%
2024	-1.45%	2.22%	3.87%	-2.12%	4.52%	0.38%	4.37%	2.75%	3.83%	-1.78%	1.75%	-3.96%	14.83%
2023	6.42%	-4.01%	3.34%	0.99%	-2.14%	3.52%	3.53%	-3.34%	-4.54%	-1.23%	7.61%	5.01%	15.17%
2022	-3.70%	-1.59%	2.36%	-5.55%	0.06%	-6.20%	4.19%	-3.58%	-9.49%	2.60%	9.13%	-2.24%	-14.40%
2021	-0.30%	0.48%	3.98%	3.97%	2.10%	-0.24%	1.36%	2.39%	-4.50%	4.08%	-2.11%	5.43%	17.45%

Benchmark Metrics

A LITTLE OF EVERYTHING has an annualized alpha of 2.52%, beta of 0.72, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since May 20, 2016.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (76.09%) than losses (73.15%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 2.52% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 2.52%

Beta: 0.72

R²: 0.83

Upside Capture: 76.09%

Downside Capture: 73.15%

Expense Ratio

A LITTLE OF EVERYTHING has an expense ratio of 0.22%, 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.

DLS

WisdomTree International SmallCap Dividend

IYW

iShares U.S. Technology ETF

IGRO

iShares International Dividend Growth ETF

SGOL

abrdn Physical Gold Shares ETF

XLU

Utilities Select Sector SPDR Fund

VNQ

Vanguard Real Estate ETF

VWO

Vanguard FTSE Emerging Markets ETF

SCHD

Schwab U.S. Dividend Equity ETF

Return for Risk

Risk / Return Rank

A LITTLE OF EVERYTHING ranks 86 for risk / return — in the top 86% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	3.38	2.19	+1.19
Sortino ratio Return per unit of downside risk	5.10	3.49	+1.61
Omega ratio Gain probability vs. loss probability	1.70	1.48	+0.22
Calmar ratio Return relative to maximum drawdown	4.42	3.70	+0.72
Martin ratio Return relative to average drawdown	18.75	16.45	+2.30
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.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
DLS WisdomTree International SmallCap Dividend	89	3.47	5.03	1.68	4.18	16.49
IGRO iShares International Dividend Growth ETF	76	2.68	3.94	1.51	3.11	12.48
VWO Vanguard FTSE Emerging Markets ETF	80	2.74	3.96	1.54	3.39	12.62
IYW iShares U.S. Technology ETF	69	2.31	3.38	1.45	3.11	10.20
SCHD Schwab U.S. Dividend Equity ETF	80	2.32	3.71	1.45	5.81	14.18
XLU Utilities Select Sector SPDR Fund	59	2.17	2.96	1.38	3.17	7.89
VNQ Vanguard Real Estate ETF	33	1.35	2.00	1.26	1.65	5.23
SGOL abrdn Physical Gold Shares ETF	57	2.14	2.56	1.38	2.91	10.19

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.

A LITTLE OF EVERYTHING Sharpe ratios as of Apr 9, 2026 (values are recalculated daily):

1-Year: 3.38
5-Year: 0.82
All Time: 0.85

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 2.13 to 2.99, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of A LITTLE OF EVERYTHING 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

A LITTLE OF EVERYTHING provided a 2.30% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.30%	2.47%	2.61%	2.72%	2.81%	2.08%	2.20%	2.41%	2.69%	2.32%	2.41%	2.21%
Portfolio components:
DLS WisdomTree International SmallCap Dividend	3.51%	3.87%	4.56%	4.29%	4.96%	3.29%	2.50%	3.37%	3.66%	2.79%	3.29%	2.72%
IGRO iShares International Dividend Growth ETF	2.41%	2.51%	2.44%	2.79%	2.69%	2.27%	2.41%	2.65%	2.97%	2.43%	1.18%	0.00%
VWO Vanguard FTSE Emerging Markets ETF	2.57%	2.79%	3.20%	3.52%	4.11%	2.63%	1.91%	3.23%	2.88%	2.30%	2.52%	3.26%
IYW iShares U.S. Technology ETF	0.14%	0.14%	0.21%	0.34%	0.50%	0.31%	0.56%	0.72%	0.92%	0.82%	1.14%	1.12%
SCHD Schwab U.S. Dividend Equity ETF	3.42%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
XLU Utilities Select Sector SPDR Fund	2.54%	2.71%	2.96%	3.39%	2.92%	2.79%	3.14%	2.95%	3.33%	3.33%	3.41%	3.67%
VNQ Vanguard Real Estate ETF	3.78%	3.92%	3.85%	3.95%	3.91%	2.56%	3.93%	3.39%	4.74%	4.23%	4.82%	3.92%
SGOL abrdn Physical Gold Shares ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 A LITTLE OF EVERYTHING. 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 A LITTLE OF EVERYTHING was 30.92%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.

The current A LITTLE OF EVERYTHING drawdown is 2.90%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-30.92%	Feb 20, 2020	23	Mar 23, 2020	109	Aug 26, 2020	132
-23.42%	Jan 3, 2022	198	Oct 14, 2022	345	Mar 1, 2024	543
-13.71%	Jan 29, 2018	229	Dec 24, 2018	59	Mar 21, 2019	288
-11.14%	Feb 21, 2025	33	Apr 8, 2025	17	May 2, 2025	50
-8.42%	Mar 2, 2026	20	Mar 27, 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 8 assets, with an effective number of assets of 8.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

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	SGOL	XLU	VNQ	IYW	VWO	SCHD	IGRO	DLS	Portfolio
Benchmark	1.00	0.04	0.37	0.58	0.88	0.66	0.77	0.65	0.73	0.85
SGOL	0.04	1.00	0.16	0.12	0.04	0.21	0.03	0.21	0.21	0.32
XLU	0.37	0.16	1.00	0.60	0.20	0.21	0.45	0.32	0.30	0.55
VNQ	0.58	0.12	0.60	1.00	0.40	0.39	0.62	0.50	0.52	0.72
IYW	0.88	0.04	0.20	0.40	1.00	0.62	0.53	0.53	0.60	0.72
VWO	0.66	0.21	0.21	0.39	0.62	1.00	0.54	0.66	0.74	0.78
SCHD	0.77	0.03	0.45	0.62	0.53	0.54	1.00	0.60	0.66	0.77
IGRO	0.65	0.21	0.32	0.50	0.53	0.66	0.60	1.00	0.79	0.80
DLS	0.73	0.21	0.30	0.52	0.60	0.74	0.66	0.79	1.00	0.85
Portfolio	0.85	0.32	0.55	0.72	0.72	0.78	0.77	0.80	0.85	1.00

The correlation results are calculated based on daily price changes starting from May 20, 2016

A LITTLE OF EVERYTHING

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table