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20 year and 10 year steady total return
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

20 year and 10 year steady total return

Currency in USD · Last updated Jun 13, 2026

10 to 20 year steady growth, low drawdowns

Asset Allocation

MAIN 6.70%ATO 6.70%PH 6.70%RJF 6.70%ADI 6.70%WMT 6.70%LLY 6.70%ELP 6.70%KBWP 6.70%HLI 6.70%AIRR 6.70%QQQ 6.70%SNEX 6.70%MFG 6.50%RTX 6.40%EquityEquity
PositionCategory/SectorTarget Weight
MAIN
Main Street Capital Corporation		Financial Services
6.70%
ATO
Atmos Energy Corporation		Utilities
6.70%
PH
Parker-Hannifin Corporation		Industrials
6.70%
RJF
Raymond James Financial, Inc.		Financial Services
6.70%
ADI
Analog Devices, Inc.		Technology
6.70%
WMT
Walmart Inc.		Consumer Defensive
6.70%
LLY
Eli Lilly and Company		Healthcare
6.70%
ELP
6.70%
KBWP
Invesco KBW Property & Casualty Insurance ETF		Financials Equities
6.70%
HLI
Houlihan Lokey, Inc.		Financial Services
6.70%
AIRR
First Trust RBA American Industrial Renaissance ETF		Building & Construction
6.70%
QQQ
Invesco QQQ ETF		Nasdaq-100
6.70%
SNEX
StoneX Group Inc.		Financial Services
6.70%
MFG
Mizuho Financial Group, Inc.		Financial Services
6.50%
RTX
RTX Corporation		Industrials
6.40%

S&P 500 Index

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