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Couch Potato Monthly Dividend
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Couch Potato Monthly Dividend

Last updated Sep 21, 2024

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Asset Allocation

JAAA 11.11%SPYI 11.11%QQQI 11.11%JEPI 11.11%JEPQ 11.11%IDVO 11.11%UTG 11.11%RNP 11.11%DIVO 11.11%BondBondEquityEquityMulti-AssetMulti-Asset
PositionCategory/SectorWeight
DIVO
Amplify CWP Enhanced Dividend Income ETF		Large Cap Blend Equities, Actively Managed, Dividend
11.11%
IDVO
Amplify International Enhanced Dividend Income ETF		Foreign Large Cap Equities, Dividend, Actively Managed
11.11%
JAAA
Janus Henderson AAA CLO ETF		Ultrashort Bond
11.11%
JEPI
JPMorgan Equity Premium Income ETF		Actively Managed, Dividend, Derivative Income
11.11%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF		Actively Managed, Dividend, Derivative Income
11.11%
QQQI
NEOS Nasdaq 100 High Income ETF		Dividend, Options Trading
11.11%
RNP
Cohen & Steers REIT and Preferred Income Fund, Inc.		Financial Services
11.11%
SPYI
NEOS S&P 500 High Income ETF		Large Cap Blend Equities, Dividend
11.11%
UTG
Reaves Utility Income Trust		Financial Services
11.11%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Couch Potato Monthly Dividend, 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 Quarterly

-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
9.42%
8.95%
Couch Potato Monthly Dividend
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jan 30, 2024, corresponding to the inception date of QQQI

Returns By Period

Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500		19.55%1.45%8.95%31.70%13.79%11.17%
Couch Potato Monthly DividendN/A2.50%9.42%N/AN/AN/A
Portfolio components:
SPYI
NEOS S&P 500 High Income ETF		15.57%1.62%7.63%21.16%N/AN/A
QQQI
NEOS Nasdaq 100 High Income ETF		N/A0.61%6.81%N/AN/AN/A
JEPI
JPMorgan Equity Premium Income ETF		12.73%2.69%6.72%17.65%N/AN/A
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF		16.26%1.90%5.51%28.16%N/AN/A
DIVO
Amplify CWP Enhanced Dividend Income ETF		15.53%2.82%8.24%21.39%12.07%N/A
IDVO
Amplify International Enhanced Dividend Income ETF		11.75%0.04%4.26%20.95%N/AN/A
JAAA
Janus Henderson AAA CLO ETF		5.44%0.61%3.58%7.78%N/AN/A
UTG
Reaves Utility Income Trust		24.52%8.11%24.17%31.68%4.26%9.31%
RNP
Cohen & Steers REIT and Preferred Income Fund, Inc.		21.69%3.62%17.83%40.30%7.56%11.27%

Monthly Returns

The table below presents the monthly returns of Couch Potato Monthly Dividend, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.76%2.60%2.68%-2.69%4.17%0.65%2.22%2.76%13.48%

Expense Ratio

Couch Potato Monthly Dividend features an expense ratio of 0.39%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

SPYI
NEOS S&P 500 High Income ETF
Expense ratio chart for SPYI: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
QQQI
NEOS Nasdaq 100 High Income ETF
Expense ratio chart for QQQI: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
IDVO
Amplify International Enhanced Dividend Income ETF
Expense ratio chart for IDVO: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
DIVO
Amplify CWP Enhanced Dividend Income ETF
Expense ratio chart for DIVO: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%
JEPI
JPMorgan Equity Premium Income ETF
Expense ratio chart for JEPI: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
Expense ratio chart for JEPQ: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
JAAA
Janus Henderson AAA CLO ETF
Expense ratio chart for JAAA: current value at 0.21% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Couch Potato Monthly Dividend
Sharpe ratio
No data
Sortino ratio
No data
Omega ratio
No data
Calmar ratio
No data
Martin ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.32, compared to the broader market-1.000.001.002.003.004.002.32
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.801.001.201.401.601.801.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.09, compared to the broader market0.002.004.006.008.0010.002.09
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 14.29, compared to the broader market0.0010.0020.0030.0040.0014.29
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
SPYI
NEOS S&P 500 High Income ETF		2.012.681.412.5713.29
QQQI
NEOS Nasdaq 100 High Income ETF		—————
JEPI
JPMorgan Equity Premium Income ETF		2.002.751.382.3913.45
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF		1.992.601.392.4210.12
DIVO
Amplify CWP Enhanced Dividend Income ETF		2.363.321.422.7514.48
IDVO
Amplify International Enhanced Dividend Income ETF		1.391.931.242.097.87
JAAA
Janus Henderson AAA CLO ETF		9.9120.715.8524.14227.09
UTG
Reaves Utility Income Trust		1.962.731.351.229.09
RNP
Cohen & Steers REIT and Preferred Income Fund, Inc.		1.772.501.311.039.87

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for Couch Potato Monthly Dividend. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.

Chart placeholderNot enough data

Dividends

Dividend yield

Couch Potato Monthly Dividend granted a 7.36% dividend yield in the last twelve months.

TTM20232022202120202019201820172016201520142013
Couch Potato Monthly Dividend7.36%7.06%6.23%2.68%2.67%2.23%2.28%1.93%1.91%1.68%1.35%1.59%
Portfolio components:
SPYI
NEOS S&P 500 High Income ETF		10.66%12.01%4.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QQQI
NEOS Nasdaq 100 High Income ETF		8.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JEPI
JPMorgan Equity Premium Income ETF		7.09%8.40%11.68%6.59%5.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF		9.34%10.02%9.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DIVO
Amplify CWP Enhanced Dividend Income ETF		4.41%4.67%4.76%4.79%4.91%8.16%5.27%3.83%0.00%0.00%0.00%0.00%
IDVO
Amplify International Enhanced Dividend Income ETF		5.72%5.72%1.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JAAA
Janus Henderson AAA CLO ETF		6.42%6.11%2.77%1.21%0.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UTG
Reaves Utility Income Trust		7.23%8.53%8.07%6.35%6.59%5.69%6.86%6.54%9.42%7.14%5.36%6.67%
RNP
Cohen & Steers REIT and Preferred Income Fund, Inc.		7.05%8.10%13.26%5.20%6.52%6.25%8.36%7.00%7.75%8.03%6.79%7.64%

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.

-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember0
-0.19%
Couch Potato Monthly Dividend
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Couch Potato Monthly Dividend. 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 Couch Potato Monthly Dividend was 5.02%, occurring on Aug 5, 2024. Recovery took 9 trading sessions.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-5.02%Jul 17, 202414Aug 5, 20249Aug 16, 202423
-3.78%Apr 1, 202415Apr 19, 202414May 9, 202429
-2.05%Sep 3, 20244Sep 6, 20244Sep 12, 20248
-1.68%May 22, 20245May 29, 202420Jun 27, 202425
-0.84%Mar 13, 20243Mar 15, 20243Mar 20, 20246

Volatility

Volatility Chart

The current Couch Potato Monthly Dividend volatility is 2.48%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

1.00%2.00%3.00%4.00%5.00%6.00%AprilMayJuneJulyAugustSeptember
2.48%
4.31%
Couch Potato Monthly Dividend
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
JAAAUTGRNPQQQIIDVOJEPQDIVOJEPISPYI
JAAA1.000.180.16-0.030.09-0.020.080.070.02
UTG0.181.000.470.190.260.190.430.460.27
RNP0.160.471.000.220.420.220.470.480.32
QQQI-0.030.190.221.000.630.950.540.610.92
IDVO0.090.260.420.631.000.670.630.670.73
JEPQ-0.020.190.220.950.671.000.570.650.95
DIVO0.080.430.470.540.630.571.000.850.69
JEPI0.070.460.480.610.670.650.851.000.74
SPYI0.020.270.320.920.730.950.690.741.00
The correlation results are calculated based on daily price changes starting from Jan 31, 2024