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Best performing portfolios

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RYLTY

Asset (9)	Weight	Price	Avg. Open	P/L(%)
AXP American Express Company	12.74%	298.00	289.40	2.97%
V VISA Inc.	12.01%	341.00	351.94	-3.11%
MA Mastercard Incorporated	11.87%	536.88	561.39	-4.37%
GOOG Alphabet Inc. Class C Capital Stock	11.62%	165.57	176.30	-6.09%
IBKR Interactive Brokers Group, Inc. Class A Common Stock	3.09%	50.46	202.57	-75.09%

and 4 more assets ...

Inception

June 2025

Total Value

$4 117.35

Total Return

-$471.41

-10.27%

Annualized

RETAIL

Asset (6)	Weight	Price	Avg. Open	P/L(%)
CASY Casey's General Stores Inc	16.52%	507.46	505.58	0.37%
MUSA MURPHY USA INC.	17.1%	424.36	406.43	4.41%
WMT Walmart Inc.	16.85%	97.01	94.57	2.58%

and 3 more assets ...

Inception

June 2025

Total Value

$3 102.81

Total Return

$49.67

1.63%

Annualized

LOWDBT

Asset (15)	Weight	Price	Avg. Open	P/L(%)
AOS A.O. Smith Corporation	6.81%	63.59	63.89	-0.47%
ACAD Acadia Pharmaceuticals Inc.	6.86%	22.46	21.73	3.36%
AGX Argan, Inc	6.55%	206.81	216.25	-4.37%
CALM Cal-Maine Foods Inc	7.18%	101.20	96.34	5.04%
CPRX Catalyst Pharmaceutical Inc.	6.41%	22.09	23.57	-6.28%

and 10 more assets ...

Inception

June 2025

Total Value

$7 453.59

Total Return

-$181.44

-2.38%

Annualized

CGDG

Asset (11)	Weight	Price	Avg. Open	P/L(%)
AVGO Broadcom Inc. Common Stock	18.06%	251.60	250.20	0.56%
TSM Taiwan Semiconductor Manufacturing Company Ltd.	12.13%	209.22	214.47	-2.45%
CNP CenterPoint Energy, Inc.	8.37%	36.18	35.77	1.15%
MDLZ Mondelez International, Inc. Class A	8.52%	68.34	66.35	3%
PM Philip Morris International Inc.		184.67

and 6 more assets ...

Inception

June 2025

Total Value

$2 173.02

Total Return

$3.02

0.3%