Dave NQ

Performance

Return for Risk

Dividends

Drawdowns

Volatility

Diversification

Dave NQ

Currency in USD · Last updated Apr 8, 2026

Asset Allocation

Position	Category/Sector	Target Weight
BILPX BlackRock Event Driven Equity Fund	Event Driven	10%
CATZX		25%
GSFTX Columbia Dividend Income Fund	Large Cap Value Equities	10%
LVHI Legg Mason International Low Volatility High Dividend ETF	Volatility Hedged Equity, Dividend	20%
SRHMX Columbia High Yield Municipal Fund	High Yield Muni	25%
XLE State Street Energy Select Sector SPDR ETF	Energy Equities	2.50%
XLP State Street Consumer Staples Select Sector SPDR ETF	Consumer Staples Equities	2.50%
XLU Utilities Select Sector SPDR Fund	Utilities Equities	2.50%
XLV State Street Health Care Select Sector SPDR ETF	Health & Biotech Equities	2.50%

Benchmark Against

Benchmark

Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: CATZX.