What is the Current Income Yield (Annual)? What is the YTD investment return? Assuming you took any dividends in cash (part of the return but not reinvested). Convert this to an EAR, investment period 1/1-11/24

NET WORTH TODAY'S GAINS $123,564.75 OVERALL GAINS $23,564.75 CASH REMAINING? $0.00 -1.66% OVERALL RETURNS 23.56% BUYING POWER ? $31,037.75 SHORT RESERVE? CASH BORROWED ? $8,364.18 $82,843.02 PORTFOLIO ALLOCATION