Debasement

Asset Allocation

Position	Category/Sector	Target Weight
BNDW Vanguard Total World Bond ETF	Global Bonds	10%
DBMF iM DBi Managed Futures Strategy ETF	Hedge Fund, Actively Managed	5%
IBIT iShares Bitcoin Trust ETF	Cryptocurrency	5%
OUNZ VanEck Merk Gold Trust	Precious Metals, Gold	7.50%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Commodities, Actively Managed	2.50%
RAAX VanEck Inflation Allocation ETF	Diversified Portfolio, Actively Managed	5%
RLY SPDR SSgA Multi-Asset Real Return ETF	Hedge Fund, Actively Managed	10%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	10%
SCHG Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	5%
SCHH Schwab US REIT ETF	REIT	7.50%
TLT iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	5%
VT Vanguard Total World Stock ETF	Global Equities	20%
WTIP WisdomTree Inflation Plus Fund	Long-Short	2.50%
WTLS WisdomTree Efficient Long/Short US Equity Fund	Long-Short	5%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Debasement, 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 Jan 22, 2026, corresponding to the inception date of WTLS

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-4.18%	-3.84%	-1.98%	21.98%	16.86%	10.37%	12.29%
Portfolio Debasement	0.06%	-2.27%	—	—	—	—	—	—
Portfolio components:
BNDW Vanguard Total World Bond ETF	0.04%	-1.20%	0.13%	0.54%	2.95%	3.66%	0.24%	—
VT Vanguard Total World Stock ETF	-0.23%	-3.83%	-0.97%	1.25%	26.32%	16.97%	9.38%	11.66%
OUNZ VanEck Merk Gold Trust	-1.92%	-8.95%	8.39%	20.15%	50.02%	32.70%	21.69%	14.06%
SCHH Schwab US REIT ETF	1.53%	-4.35%	5.45%	3.31%	7.83%	7.65%	3.84%	3.46%
SCHD Schwab U.S. Dividend Equity ETF	0.16%	-2.29%	12.35%	13.59%	18.75%	11.70%	8.35%	12.30%
RLY SPDR SSgA Multi-Asset Real Return ETF	0.69%	1.81%	15.69%	19.51%	34.22%	12.84%	12.16%	8.92%
DBMF iM DBi Managed Futures Strategy ETF	0.33%	-0.59%	8.44%	15.00%	28.28%	10.31%	8.74%	—
SCHG Schwab U.S. Large-Cap Growth ETF	0.03%	-4.86%	-9.70%	-8.12%	22.88%	22.25%	12.77%	17.00%
TLT iShares 20+ Year Treasury Bond ETF	0.61%	-2.26%	0.69%	-0.72%	-1.22%	-2.76%	-5.75%	-1.34%
IBIT iShares Bitcoin Trust ETF	-1.73%	-8.37%	-23.52%	-45.61%	-18.47%	—	—	—

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

Monthly Returns

Based on dividend-adjusted daily data since Jan 23, 2026, Debasement's average daily return is +0.01%, while the average monthly return is +0.10%. At this rate, your investment would double in approximately 57.8 years.

Historically, 75% of months were positive and 25% were negative. The best month was Feb 2026 with a return of +3.0%, while the worst month was Mar 2026 at -3.2%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Debasement closed higher 59% of trading days. The best single day was Feb 6, 2026 with a return of +2.0%, while the worst single day was Jan 30, 2026 at -1.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	0.06%	3.02%	-3.23%	0.53%									0.29%

Expense Ratio

Debasement has an expense ratio of 0.28%, 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.

Top 10 holdings

WTLS

WisdomTree Efficient Long/Short US Equity Fund

DBMF

iM DBi Managed Futures Strategy ETF

RAAX

VanEck Inflation Allocation ETF

WTIP

WisdomTree Inflation Plus Fund

PDBC

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

RLY

SPDR SSgA Multi-Asset Real Return ETF

OUNZ

VanEck Merk Gold Trust

IBIT

iShares Bitcoin Trust ETF

TLT

iShares 20+ Year Treasury Bond ETF

SCHH

Schwab US REIT 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
BNDW Vanguard Total World Bond ETF	42	0.98	1.38	1.17	1.25	4.55
VT Vanguard Total World Stock ETF	66	1.24	1.83	1.27	1.86	8.47
OUNZ VanEck Merk Gold Trust	79	1.79	2.22	1.33	2.59	9.35
SCHH Schwab US REIT ETF	18	0.28	0.49	1.07	0.40	1.55
SCHD Schwab U.S. Dividend Equity ETF	40	0.89	1.34	1.19	1.09	3.69
RLY SPDR SSgA Multi-Asset Real Return ETF	93	2.36	3.07	1.48	3.15	18.59
DBMF iM DBi Managed Futures Strategy ETF	94	2.25	3.05	1.48	4.38	18.76
SCHG Schwab U.S. Large-Cap Growth ETF	34	0.72	1.19	1.17	1.04	3.47
TLT iShares 20+ Year Treasury Bond ETF	9	-0.07	-0.01	1.00	-0.09	-0.19
IBIT iShares Bitcoin Trust ETF	4	-0.51	-0.49	0.94	-0.43	-0.91

Sharpe Ratio

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

Debasement provided a 2.36% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.36%	2.50%	2.45%	2.38%	2.69%	4.55%	1.69%	2.40%	1.78%	1.30%	1.53%	1.35%
Portfolio components:
BNDW Vanguard Total World Bond ETF	4.18%	4.12%	3.90%	3.73%	2.02%	2.58%	1.56%	3.05%	1.66%	0.00%	0.00%	0.00%
VT Vanguard Total World Stock ETF	1.80%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%
OUNZ VanEck Merk Gold Trust	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHH Schwab US REIT ETF	2.97%	3.04%	3.22%	3.24%	2.55%	1.50%	2.86%	2.86%	3.64%	2.22%	2.81%	2.48%
SCHD Schwab U.S. Dividend Equity ETF	3.45%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
RLY SPDR SSgA Multi-Asset Real Return ETF	2.90%	3.24%	3.31%	3.71%	5.66%	12.15%	2.16%	3.45%	2.76%	1.85%	2.07%	1.80%
DBMF iM DBi Managed Futures Strategy ETF	5.28%	5.91%	5.75%	2.91%	7.72%	10.38%	0.86%	9.35%	0.00%	0.00%	0.00%	0.00%
SCHG Schwab U.S. Large-Cap Growth ETF	0.43%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%
TLT iShares 20+ Year Treasury Bond ETF	4.51%	4.43%	4.30%	3.38%	2.67%	1.50%	1.50%	2.27%	2.63%	2.43%	2.60%	2.61%
IBIT iShares Bitcoin Trust 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 Debasement. 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 Debasement was 5.26%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Debasement drawdown is 3.04%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-5.26%	Mar 3, 2026	19	Mar 27, 2026	—	—	—
-3.3%	Jan 29, 2026	6	Feb 5, 2026	10	Feb 20, 2026	16
-0.12%	Feb 23, 2026	1	Feb 23, 2026	1	Feb 24, 2026	2

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 14 assets, with an effective number of assets of 10.26, 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	TLT	SCHD	SCHH	BNDW	IBIT	PDBC	WTIP	WTLS	DBMF	OUNZ	SCHG	RLY	RAAX	VT	Portfolio
Benchmark	1.00	0.21	0.36	0.36	0.36	0.63	-0.26	0.20	0.82	0.33	0.28	0.95	0.29	0.27	0.95	0.73
TLT	0.21	1.00	0.03	0.43	0.88	-0.02	-0.46	-0.21	0.19	-0.02	0.00	0.19	-0.02	-0.10	0.26	0.17
SCHD	0.36	0.03	1.00	0.39	0.18	0.16	-0.03	0.12	0.17	0.32	0.26	0.20	0.45	0.35	0.38	0.44
SCHH	0.36	0.43	0.39	1.00	0.58	0.20	-0.26	-0.19	0.30	0.15	0.21	0.28	0.21	0.17	0.41	0.42
BNDW	0.36	0.88	0.18	0.58	1.00	0.08	-0.53	-0.23	0.31	0.07	0.21	0.30	0.05	0.07	0.46	0.34
IBIT	0.63	-0.02	0.16	0.20	0.08	1.00	-0.07	0.15	0.53	0.27	0.26	0.68	0.28	0.28	0.59	0.65
PDBC	-0.26	-0.46	-0.03	-0.26	-0.53	-0.07	1.00	0.55	-0.26	0.45	0.37	-0.22	0.60	0.51	-0.28	0.14
WTIP	0.20	-0.21	0.12	-0.19	-0.23	0.15	0.55	1.00	0.06	0.66	0.55	0.21	0.60	0.61	0.23	0.43
WTLS	0.82	0.19	0.17	0.30	0.31	0.53	-0.26	0.06	1.00	0.13	0.21	0.82	0.17	0.18	0.79	0.58
DBMF	0.33	-0.02	0.32	0.15	0.07	0.27	0.45	0.66	0.13	1.00	0.71	0.24	0.78	0.74	0.42	0.70
OUNZ	0.28	0.00	0.26	0.21	0.21	0.26	0.37	0.55	0.21	0.71	1.00	0.24	0.74	0.93	0.40	0.75
SCHG	0.95	0.19	0.20	0.28	0.30	0.68	-0.22	0.21	0.82	0.24	0.24	1.00	0.22	0.22	0.89	0.68
RLY	0.29	-0.02	0.45	0.21	0.05	0.28	0.60	0.60	0.17	0.78	0.74	0.22	1.00	0.87	0.35	0.72
RAAX	0.27	-0.10	0.35	0.17	0.07	0.28	0.51	0.61	0.18	0.74	0.93	0.22	0.87	1.00	0.36	0.75
VT	0.95	0.26	0.38	0.41	0.46	0.59	-0.28	0.23	0.79	0.42	0.40	0.89	0.35	0.36	1.00	0.79
Portfolio	0.73	0.17	0.44	0.42	0.34	0.65	0.14	0.43	0.58	0.70	0.75	0.68	0.72	0.75	0.79	1.00

The correlation results are calculated based on daily price changes starting from Jan 23, 2026