all but So over 1.5 only 9-26-25

Распределение активов

Позиция	Категория/Сектор	Целевая доля
META Meta Platforms, Inc.	Communication Services	7%
GOOG Alphabet Inc	Communication Services	7%
MSFT Microsoft Corporation	Technology	6%
SNEX StoneX Group Inc.	Financial Services	6%
AVGO Broadcom Inc.	Technology	4%
AVDV Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	4%
QQQM Invesco NASDAQ 100 ETF	Nasdaq-100	4%
MAIN Main Street Capital Corporation	Financial Services	4%
MFG Mizuho Financial Group, Inc.	Financial Services	4%
LVHI Franklin International Low Volatility High Dividend Index ETF	Volatility Hedged Equity, Dividend	4%
AIRR First Trust RBA American Industrial Renaissance ETF	Building & Construction	4%
WEC WEC Energy Group, Inc.	Utilities	4%
EUFN iShares MSCI Europe Financials ETF	Financials Equities	4%
EWO iShares MSCI Austria ETF	Europe Equities	4%
RJF Raymond James Financial, Inc.	Financial Services	4%
EZU iShares MSCI Eurozone ETF	Europe Equities	4%
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	4%
WRB W. R. Berkley Corporation	Financial Services	4%
ATO Atmos Energy Corporation	Utilities	4%
WMT Walmart Inc.	Consumer Defensive	4%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	Gold, Precious Metals	4%
INOD Innodata Inc.	Technology	3%
ELP		3%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: ELP.