Mastermind Edition
Seven Portfolios, One Question — Which Is Better Collateral?
A side-by-side read of seven PLEX portfolios through the three-bucket lens (Bedrock / Cash Flow / Hedge), plus a hard look at how Joseph's Freedom Engine is actually performing. All seven columns recomputed together on 2026-10-06 through the same engines, so every column was measured on the same day (a share-link column still carries its own snapshot vintage — see the notes below) — see “Where Every Number Comes From” below for the source and as-of date of every figure. Reality-check verdict: total return is covering the payout — the engine is sitting below cost; the M1 pie itself labels 65.0% of it Bedrock while our per-holding classifier scores 58.4% Bedrock (it tiers BDCs as cash flow, so the two disagree about labels, not about drift). PLEX target reference: Bedrock 65% / Cash-flow 34% / Hedge 1%.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.Source of 65 / 34 / 1: FYNANC Workroom.txt (Fynanc-authored notes) — “Bedrock/65%/seedlings · Cash flow/34%/miracle grow · Hedge/1%/supplier”, indexed at memories/knowledge/fynanc-pdf-index.md. The document is undated and we hold no recording of it.
⚠ Conflict, unresolved: the most recent dated teaching we hold says 65 / 35 with no hedge sleeve — 07-15-2026 PLEX Only Community Call: PLEX Portfolio, replay 27:14 ↗: “in the beginning, you want to put more bedrock and less cash flow. Let's just say 65.35. Because in this market, you want to make sure you start”
His position: the live M1 pie is set to 65 / 35, matching the call rather than the Workroom note, and his actual hedge holding is 0.0%. The 1% above is a taught reference, not something he holds. Not resolved here — which split governs is Joseph’s ruling.
Last run: Oct 6, 2026
M1 data retrieved: Oct 6, 2026 7:35 AM CT (distinct from page Last run).
Each Portfolio Analyzer element for Joseph's account, computed Current · Target · Projected — where Projected is the value once the Fynanc-recommended optimization is applied (engine optimized output). Academy-framed allocation is the primary read (Bedrock 65 / Cash-flow 34 / Hedge 1); the Fynanc engine's 0–10 sub-scores are an independent cross-check.
Source: PLEX Portfolio Analyzer ↗ · related: PLEX Planning Calculators ↗, PLEX Journey Planner ↗
| Element | Current | Target | Projected | Status |
|---|---|---|---|---|
| Pie structure — the sleeves, as M1 reports them M1 live pull 2026-10-06 12:35 UTC | ||||
| Bedrock sleevegap +0.0pp | 65.0% | 65.0% | — (n/a)the engine does not set sleeve targets | ✓ |
| Cash-flow sleevegap +0.0pp | 35.0% | 35.0% | — (n/a)the engine does not set sleeve targets | ✓ |
| Hedge sleeveno such sleeve in the live M1 pie — not measured | not held | 1.0% taught reference — see the cited source above; not a sleeve he holds | — (n/a)nothing to optimise — the sleeve is not in the pie | — |
| Independent holdings classification — our own read, NOT the pie’s sleeve structure | ||||
| The rows above are the structure: what the sleeves are set to in M1 and what is actually in them today. The rows below are our assessment of the underlying holdings — whether each one behaves like stable collateral. They have no target because they are a reading, not a goal. A sleeve labelled Bedrock can still hold instruments that do not behave like bedrock; that gap is the point. | ||||
| Behaves like Bedrockour read of the holdings, not a target | 58.4% | — | 65.0%engine optimized bedrock | — |
| Behaves like Cash-flowour read of the holdings, not a target | 41.6% | — | 20.0%engine optimized cashflow | — |
| Behaves like Hedgeour read of the holdings, not a target | 0.0% | — | 0.4%engine optimized hedge | — |
| Fynanc Engine Score — JOSEPH’S OWN pie today vs. the engine-optimized version of HIS pie (6.68/10 → 8.20/10). Not the AI Recommendation, not anyone else’s portfolio. | ||||
| Weighted yield (engine)🌟 Excellent (higher is better) | 7.3% score 10/10 | higher is better | 8.9% score 10/10+1.6pp | ✓ |
| Volatility (engine)🌟 Excellent (lower is better) | 5.7% score 8/10 | lower is better | 8.0% score 8/10+2.3pp (lower better) | ✓ |
| Max-drawdown potential (engine)🌟 Excellent (lower is better) | 2.7% score 10/10 | lower is better | 3.8% score 10/10+1.1pp (lower better) | ✓ |
| Diversification (engine)⚠️ Needs Improvement (higher is better) | 0.31 score 4/10 | higher is better | 0.41 score 6/10+0.10 | ✗ |
| Correlation (engine)⚠️ Needs Improvement (lower is better) | 0.69 score 4/10 | lower is better | 0.70 score 4/10+0.01 | ✗ |
| Number of holdings (engine)✅ Good (higher is better) | 13 score 6.5/10 | higher is better | 27 score 10/10+14 | ✗ |
| Sector count (engine)🌟 Excellent (higher is better) | 3 score 10/10 | higher is better | 3 score 10/10+0 | ✓ |
| Engine overall score | 6.68/10 | higher is better | 8.20/10 | — |
| If Fynanc optimization applied | Current | Projected | Change |
|---|---|---|---|
| Overall analyzer score | 6.68/10 | 8.20/10 | +1.52 if optimized |
| Weighted yield | 7.3% | 8.9% | +1.6pp |
| Volatility | 5.7% | 8.0% | +2.3pp (lower better) |
| Category allocation (engine) current → optimized | |||
| Bedrock allocation (engine) | 18% | 65% | engine classification |
| Cashflow allocation (engine) | 27% | 20% | engine classification |
| Hedge allocation (engine) | 0% | 0% | engine classification |
| Other allocation (engine) | 55% | 15% | engine classification |
Classification note: the raw Fynanc engine gates Bedrock on yield ≥ 5%, so it reclassifies JAAA/CLOA (~4.9%) as “Other” and reports Bedrock 17.5% with 55.2% in its own “Other” bucket. The classification rows above use the PLEX-bucket definition Joseph actually applies (Bedrock 58.4% of his live holdings). That figure is an assessment of the holdings and is never compared against the sleeve target — the sleeve rows carry their own actual (65.0%) against their own target (65.0%). Source: live M1 pie tree (sleeve percentage = target, sleeve value = actual), pulled 2026-10-06 12:35 UTC. All three are shown honestly — none is silently chosen.
Source: live Fynanc Portfolio Analyzer (public POST). Reran Oct 6, 2026 (America/Chicago).
Related Fynanc tools — go run the whole-picture diagnostics on the toolbox: ARC Loop Intelligence ↗ (scores the asset↔debt↔cash-flow recycling loop) · Wealth Journey Map ↗ (orients you across the Review/Grow → Invest → PLEX phases).
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
|---|---|---|---|---|---|---|---|
| Pie structure — the sleeves, as M1 reports them M1 live pull 2026-10-06 12:35 UTC | |||||||
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
| Holdings | 15 | 13 | 22 | 37 | 20 | 5 | 36 |
| Bedrock sleevetarget set in M1 · actual held today | 65.0%target only — a model, not an account | 65.0%actual 65.0% · −0.0pp drift | n/aflat pie — no sleeve layer | 65.0%target only — shared pie, not funded | 65.0%target only — shared pie, not funded · owner’s label: “🟢 NEW Bedrock Holdings” | not visiblescreenshot — no sleeve layer in the frame | 60.0%target only — shared pie, not funded · owner’s label: “Bedrock Holdings” |
| Cash Flow sleevetarget set in M1 · actual held today | 35.0%target only — a model, not an account | 35.0%actual 35.0% · +0.0pp drift | n/aflat pie — no sleeve layer | 35.0%target only — shared pie, not funded | 35.0%target only — shared pie, not funded · owner’s label: “🟢 NEW Cash Flow Holdings” | not visiblescreenshot — no sleeve layer in the frame | 39.0%target only — shared pie, not funded · owner’s label: “Cash Flow Holdings” |
| Hedge sleevetarget set in M1 · actual held today | 0.0%target only — a model, not an account | —no hedge sleeve in this pie | n/aflat pie — no sleeve layer | —no hedge sleeve in this pie | —no hedge sleeve in this pie | not visiblescreenshot — no sleeve layer in the frame | —no hedge sleeve in this pie |
| “Leftovers” sleevedeclared by its owner — unrecognised sleeve name | —no such sleeve in this pie | —no such sleeve in this pie | —no such sleeve in this pie | —no such sleeve in this pie | —no such sleeve in this pie | —no such sleeve in this pie | 1.0%declared sleeve we could not map to a PLEX sleeve — not graded |
| These are two different questions. The rows above are the pie structure — the sleeve targets set in M1 and the dollars actually sitting in each sleeve right now. The rows below are our own independent classification of the underlying holdings: we test every ticker on its own merits and ask whether it behaves like stable collateral. A sleeve can be labelled Bedrock and still be full of instruments that do not behave like bedrock — that gap is the finding, and it only shows up when the two are reported separately. | |||||||
| Independent holdings classification — our own read, NOT the pie’s sleeve structure | |||||||
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
| Behaves like Bedrockshare of holdings that pass the stable-collateral test | 55.0 | 58.4 | 24.0 | 18.2 | 38.9 | 79.9 | 20.5 |
| Behaves like Cash-flowshare of holdings that are income instruments | 41.0 | 41.6 | 63.0 | 69.5 | 48.9 | 20.1 | 79.5 |
| Behaves like Hedgeshare of holdings that are hedges | 4.0 | 0.0 | 13.0 | 12.3 | 12.2 | 0.0 | 0.0 |
| Of which: NOT classifiedno PLEX tier and no name match — carried under the cash-flow default, not a determination. Since 2026-08-30 a ticker that has been MEASURED against the PERMANENT criteria and written into the PLEX config no longer lands here: its bucket carries the metric that decided it. This row should now be small, and it is still the only honest place for a ticker nobody has measured. | 6.0%4 holdings — not graded | 0.0%every holding classified from a declared tier or a name match | 0.0%every holding classified from a declared tier or a name match | 0.0%every holding classified from a declared tier or a name match | 0.0%every holding classified from a declared tier or a name match | 0.0%every holding classified from a declared tier or a name match | 22.2%17 holdings — not graded |
| Income Market data as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06). The per-ticker analysis runs monthly; the allocations above it are pulled live every run. | |||||||
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
| Weighted yieldheadline — read it next to income quality, not alone | 5.8% | 4.5% | 10.5% | 14.9% | 9.1% | 3.3% | 12.7% |
| Share of the pie in funds that EARN what they pay% of the money in this pie — higher is better. A property of the PIE, not of the payout | 59% | 83% | 24% | 32% | 42% | 60% | 24% |
| Share of the pie in funds we could not finish testing% of the money in this pie — MIXED: it pays, but has no full year of history to test the payout against. Not a pass and not a fail | 14% | 14% | 1% | 4% | 9% | 20% | 2% |
| Share of the pie in funds that OVERPAY what they earn% of the money in this pie — lower is better. This is a share of the PIE, not a share of the payout — for that, see the cash row at the bottom of this table | 27% | 3% | 75% | 64% | 49% | 20% | 74% |
| Risk (3-year window vs S&P 500) Market data as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06). The per-ticker analysis runs monthly; the allocations above it are pulled live every run. | |||||||
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
| Max drawdown (3y)lower is better | −9.08% | −6.75% | −14.91% | −14.99% | −9.95% | −3.84% | −16.39% |
| Volatility (annualized)lower is better | 6.30% | 4.90% | 10.71% | 10.91% | 7.64% | 3.37% | 11.20% |
| Beta vs S&P 500lower is better | 0.392 | 0.311 | 0.630 | 0.628 | 0.465 | 0.203 | 0.677 |
| Return & Score Market data as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06). The per-ticker analysis runs monthly; the allocations above it are pulled live every run. | |||||||
| Metric | AI Recommendation | Joseph Freedom Engine | Macarena | Julie | Amir | Brynnscreenshot | Mason |
| 3-yr total returnHYPOTHETICAL — backtest holding today’s weights for 3y, not a real account | 36.17% | 33.02% | 50.96% | 59.45% | 48.13% | 24.81% | 53.35% |
| Actual account returnsince inception — the real number, and it overrides the backtest | n/aa model, not an account | +2.12%as of 2026-07-19 — 79 days older than the allocation pull (2026-10-06) | n/anot our account | n/anot our account | n/anot our account | n/anot our account | n/anot our account |
| Fynanc analyzer score0–10 — see the caveat below | 6.81 | 6.68 | 6.93 | 7.73 | 7.03 | 5.86 | 6.93 |
Return-of-capital and drawdown are the numbers that matter most when a portfolio is meant to be stable collateral you borrow against. Important: the “3-yr total return” row is a hypothetical backtest (assumes you held today's exact weights for the last 3 years). It is NOT what the account actually did. The “actual account return” row — from Joseph's real M1 account since it was funded — is the truth, and it overrides the backtest.
On Julie’s column (as of 2026-10-06): her 37 holdings were decoded from her M1 share link this run and put through the same engines as the other six columns. Two honest caveats. (1) Her pie labels its own sleeves “Bedrock 65% / Cash Flow 35%”, but scored against the PLEX ticker classification only 18.2% of it is genuinely Bedrock — the sleeve she calls Bedrock is mostly high-yield credit CEFs, not stable collateral. (2) Her weighted yield excludes any holding over the >50% data-sanity cap applied to the other columns (37/37 holdings priced). She has no account with us, so “actual account return” is n/a — not zero.
On Amir’s column (as of 2026-10-06): his 20 holdings were decoded from the M1 share link Joseph was sent on 2026-10-06 and put through the same engines as every other column. Three things to read honestly. (1) This column is a snapshot, not a live account. An M1 share link serves the composition M1 captured when the link was made; re-reading it does not refresh it. It is the pie as shared — and we have no visibility at all into what he actually holds or what it is worth. (2) The pie declares its own sleeves “🟢 NEW Bedrock Holdings” 65% and “🟢 NEW Cash Flow Holdings” 35% — the PLEX 65/35 shape — but scored against the PLEX ticker classification only 38.9% of the underlying holdings behave like Bedrock. That gap is the finding, exactly as it is for every other column. (3) 0.0% of the weight carries no declared tier and matched no classification keyword, so it sits under the cash-flow default. That is an absence of evidence, not a determination — the per-ticker table marks every such holding. The weighted yield excludes any holding over the >50% data-sanity cap applied to the other columns (20/20 holdings priced). There is no account with us, so “actual account return” is n/a — not zero.
On Brynn’s column — read this first (as of 2026-08-30 — 37 days older than the allocation pull (2026-10-06)): this column does not come from M1. It is a hand transcription of a photograph of a screen, sent on that date. No M1 call was made for it, there is no share token, and there is no machine-readable payload behind it — it is a weaker source than every other column here and is labelled SCREENSHOT wherever it appears. Four things follow. (1) The dollar values in the photo are cut off by the edge of the frame. What is legible is: QQQI value withheld · NEAR value withheld · ICSH value withheld · TBIL value withheld · SGOV value withheld. The digits after those are not in the picture and are not guessed here. (2) So the weights are a range, not a measurement. All 5 slices are approximately equal at about 20% each; the arithmetic the legible digits admit is 19.89–20.21% across them, i.e. every weight is known to within ±0.07pp at best. The engines below were fed the midpoint of each interval, and it is a midpoint, not a reading. (3) The date is an upper bound on the age, not a reading of it. Nothing in the image is dated. That date is when the photograph arrived; the composition on that screen could be far older. (4) No PLEX tier is manufactured for these five. Scored against the PLEX ticker classification, 79.9% of the weight behaves like Bedrock and 0.0% carries no declared tier and matched no classification keyword — an absence of evidence, not a determination. The pie’s own sleeve structure is not visible in the photo at all, so no sleeve target is claimed for it, not even “flat”. The weighted yield covers 5/5 holdings. There is no account with us, so “actual account return” is n/a — not zero. The fix for all of this is one link: an M1 share link would replace this column with an exact composition, the way the share-link columns above were built.
On Mason’s column (as of 2026-10-06): the 36 holdings were decoded from the M1 share link Joseph sent on 2026-10-06 and put through the same engines as every other column. Four things to read honestly. (1) This column is a snapshot, not a live account. An M1 share link serves the composition M1 captured when the link was made; re-reading it does not refresh it. We have no visibility into what is actually held or what it is worth. (2) The pie declares its own sleeves as “Bedrock Holdings” 60% · “Cash Flow Holdings” 39% · “Leftovers” 1% — but scored against the PLEX ticker classification only 20.5% of the underlying holdings behave like Bedrock. That gap is the finding, exactly as it is for every other column. Fynanc’s own Portfolio Analyzer, scoring the same holdings, puts Bedrock at 38.6% — a third answer. We print both rather than pick one; the engines classify some funds differently and neither reading is ours to overrule. (3) 22.2% of the weight carries no declared tier and matched no classification keyword, so it sits under the cash-flow default. That is an absence of evidence, not a determination — the per-ticker table marks every such holding. (4) The weighted yield excludes any holding over the >50% data-sanity cap applied to the other columns (36/36 holdings priced). There is no account with us, so “actual account return” is n/a — not zero.
Backtests flatter this pie. Here is what Joseph's real M1 Individual (Freedom Engine) account has actually done. Every row states its own source and as-of date; the look-through rows are recomputed from his current holdings on every run, and any figure older than the allocation pull says how much older.
| Since inception (funded 2026-02-06) | Joseph's Freedom Engine | Benchmark |
|---|---|---|
| Time-weighted total returnsince funded 2026-02-06 · source: M1 account performance, as of 2026-07-19 — 79 days older than the allocation pull (2026-10-06) — NOT recomputed today (M1 publishes this series; the engines here cannot derive it) | +2.12% | VT (total world) +6.31% · AOR (60/40 fund) +3.30% same pull |
| Trailing-12mo distribution ratelook-through on today’s 13 holdings, weight-weighted · 100% coverage · live 2026-10-05 — 1 day older than the allocation pull (2026-10-06) | +7.81% | and it is covered… |
| Trailing-12mo PRICE returnsame look-through | +0.68% | …and NAV held up |
| ⇒ TOTAL return, 1yr (price + distributions)same look-through | +8.41% | total return +8.41% EXCEEDS the 7.8% payout → the income is being earned, not handed back |
| Current value vs cost basisM1 account, live 2026-10-06 — unrealized only, excludes distributions taken | −0.06% dollar balances withheld | below cost |
All 148 positions across the seven portfolios (101 distinct tickers), each run through the same engines as the summary table above — weight, PLEX bucket, trailing yield, expense ratio and income quality. Income quality is the PLEX test that matters for collateral: EARNED = the distribution is covered by what the fund actually earned; LIKELY‑ROC = the payout outran total return, so part of the “income” is your own principal handed back. A dash means the source does not publish that figure — it is never estimated.
Per-ticker market data as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06). The per-ticker analysis runs monthly; the allocations above it are pulled live every run.
data/plex-review/rec-v2.json — it names two of the numbers and gives a reason for none. The 65 / 35 bucket split is traceable to the Academy target cited at the top of this page; the individual percentages are not traceable to anything.data/plex-review/rec-v2.json · tools/plex_compare_refresh.py::REC_ROWS · data/plex-flow/proposal/final-merge.json · data/plex-flow/etf-shortlist.json · data/plex-flow/etf-universe-screen.json · tools/plex_recommendation.py::REC_W · memories/knowledge/build-briefs/. A cell reading “no recorded rationale — weight not traceable to a source” means exactly that — no reason was invented to fill it.| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing | Why this weight |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JAAA | Janus Henderson AAA CLO ETF | 15.00% | Bedrock | 5.34% | 0.20% | EARNED | 0.02PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0M1 0.04 — M1 publishes no window for this figureours 0.02 on the same window — agreesPortfoliosLab — JAAA risk & return | 4.33%PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — JAAA risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.77% — PortfoliosLab, 1 yearPortfoliosLab — JAAA risk & returnvolatility 1.25% — ours, 3y annualised | −1.46%2025-04-02 → 2025-04-10 · 8d; back to the peak 2025-04-29 (19d later)PortfoliosLab -1.46% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)) |
| SRLN | SPDR Blackstone Senior Loan ETF | 12.00% | Bedrock | 7.25% | 0.70% | LIKELY‑ROCdist 7.9% vs total return 4.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: DROPPED_G3 — Gate3 char: bedrock corr 0.72 > 0.4 (too correlated to S&P) (data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)))⚠ our own screen rejected this holding — Gate3 char: bedrock corr 0.72 > 0.4 (too correlated to S&P)⚠ absent from our most recent gate-clean merge (final-merge.json, 2026-08-19 — 48 days older than the allocation pull (2026-10-06)) |
| BKLN | Invesco Senior Loan ETF | 12.00% | Bedrock | 6.42% | 0.65% | MIXED | 0.20PortfoliosLab · 2011-03-03–2026-08-28 vs ^GSPC, rf 0M1 0.19 — M1 publishes no window for this figureours 0.20 on the same window — agreesPortfoliosLab — BKLN risk & return | 1.32%PortfoliosLab · 2011-03-03–2026-08-28 vs ^GSPC, rf 0ours 1.33% on the same window — agreesPortfoliosLab — BKLN risk & return | 66PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 2.78% — PortfoliosLab, 1 yearPortfoliosLab — BKLN risk & returnvolatility 3.06% — ours, 3y annualised | −3.54%2025-02-18 → 2025-04-07 · 48d; back to the peak 2025-05-02 (25d later)PortfoliosLab -3.55% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: DROPPED_G3 — Gate3 char: bedrock corr 0.69 > 0.4 (too correlated to S&P) (data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)))⚠ our own screen rejected this holding — Gate3 char: bedrock corr 0.69 > 0.4 (too correlated to S&P)⚠ flagged LIKELY-ROC in the model’s own risk block: dist rate 7.1% exceeds total return 3.9% by 3.2pp — payout outran earnings (NAV-erosion signal)⚠ absent from our most recent gate-clean merge (final-merge.json, 2026-08-19 — 48 days older than the allocation pull (2026-10-06)) |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 10.00% | Cash Flow | 10.84% | 0.35% | EARNED | 0.94PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0M1 0.83 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — JEPQ risk & return | 2.02%PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0ours 2.18% on the same window — agreesPortfoliosLab — JEPQ risk & return | 60PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.65% — PortfoliosLab, 1 yearPortfoliosLab — JEPQ risk & returnvolatility 15.67% — ours, 3y annualised | −20.07%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-08 (122d later)PortfoliosLab -20.07% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06))⚠ our gate-clean merge of 2026-08-19 — 48 days older than the allocation pull (2026-10-06) weights it 6%, not 10% |
| QQQI | NEOS Nasdaq 100 High Income ETF | 9.00% | Cash Flow | 0.09% | 0.68% | EARNED | 1.08PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 1.08 on the same window — agreesPortfoliosLab — QQQI risk & return | -0.78%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.68% on the same window — agreesPortfoliosLab — QQQI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.42% — PortfoliosLab, 1 yearPortfoliosLab — QQQI risk & returnvolatility 17.64% — ours, 3y annualised | −20.00%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)) |
| SPYI | NEOS S&P 500 High Income ETF | 9.00% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)) |
| TBIL | US Treasury 3 Month Bill ETF | 8.00% | Bedrock | 4.00% | 0.15% | EARNED | 0.00PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0M1 0.00 — M1 publishes no window for this figureours 0.00 on the same window — agreesPortfoliosLab — TBIL risk & return | 4.49%PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0ours 4.50% on the same window — agreesPortfoliosLab — TBIL risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.28% — PortfoliosLab, 1 yearPortfoliosLab — TBIL risk & returnvolatility 0.31% — ours, 3y annualised | −0.02%2024-08-02 → 2024-08-05 · 3d; back to the peak 2024-08-06 (1d later)PortfoliosLab -0.02% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06))⚠ our gate-clean merge of 2026-08-19 — 48 days older than the allocation pull (2026-10-06) weights it 3%, not 8% |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 8.00% | Bedrock | 3.74% | 0.09% | EARNED | -0.00PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0M1 0.01 — M1 publishes no window for this figureours -0.00 on the same window — agreesPortfoliosLab — SGOV risk & return | 2.98%PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0ours 2.99% on the same window — agreesPortfoliosLab — SGOV risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.18% — PortfoliosLab, 1 yearPortfoliosLab — SGOV risk & returnvolatility 0.22% — ours, 3y annualised | −0.01%2024-11-08 → 2024-11-11 · 3d; back to the peak 2024-11-12 (1d later)PortfoliosLab -0.01% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: passed every declared gate — data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06))⚠ our gate-clean merge of 2026-08-19 — 48 days older than the allocation pull (2026-10-06) weights it 5%, not 8% |
| BXSL | Blackstone Secured Lending Fund | 5.00% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 13.05% | n/a | LIKELY‑ROCdist 16.2% vs total return 3.4% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BXSL risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BXSL risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BXSL risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: NOT_SCREENED — this ticker does not appear in the reviewed universe of data/plex-flow/etf-universe-screen.json (data/plex-flow/etf-universe-screen.json//reviewed[])⚠ never evaluated by the gate screen⚠ absent from our most recent gate-clean merge (final-merge.json, 2026-08-19 — 48 days older than the allocation pull (2026-10-06)) |
| ARCC | Ares Capital Corporation | 5.00% | Cash Flow | 10.18% | n/a | LIKELY‑ROCdist 12.7% vs total return 4.2% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARCC risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARCC risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARCC risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: NOT_SCREENED — this ticker does not appear in the reviewed universe of data/plex-flow/etf-universe-screen.json (data/plex-flow/etf-universe-screen.json//reviewed[])⚠ never evaluated by the gate screen⚠ absent from our most recent gate-clean merge (final-merge.json, 2026-08-19 — 48 days older than the allocation pull (2026-10-06)) |
| XDTE | Roundhill S&P 500 0DTE Covered Call Strategy E | 4.00% | Hedge | 4.56% | 0.97% | LIKELY‑ROCdist 30.6% vs total return 15.9% (1y) | 0.84PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0M1 0.97 — M1 publishes no window for this figureours 0.84 on the same window — agreesPortfoliosLab — XDTE risk & return | 1.68%PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0ours 1.77% on the same window — agreesPortfoliosLab — XDTE risk & return | 67PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 11.84% — PortfoliosLab, 1 yearPortfoliosLab — XDTE risk & returnvolatility 13.73% — ours, 3y annualised | −19.09%2025-02-19 → 2025-04-21 · 61d; back to the peak 2025-07-25 (95d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-03-07 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: FAIL — NAV erosion (Gate 5) (see sub-tests vs both required, structural: short by 9.39%/yr) (data/plex-flow/etf-shortlist.json//gate_rejects[])⚠ our own screen rejected this holding — NAV erosion (Gate 5) (see sub-tests vs both required, structural: short by 9.39%/yr)⚠ absent from our most recent gate-clean merge (final-merge.json, 2026-08-19 — 48 days older than the allocation pull (2026-10-06)) |
| JEPI | JPMorgan Equity Premium Income ETF | 2.00% | Cash Flow | 7.97% | 0.35% | MIXED | 0.55PortfoliosLab · 2020-05-21–2026-08-28 vs ^GSPC, rf 0M1 0.54 — M1 publishes no window for this figureours 0.55 on the same window — agreesPortfoliosLab — JEPI risk & return | 2.29%PortfoliosLab · 2020-05-21–2026-08-28 vs ^GSPC, rf 0ours 2.25% on the same window — agreesPortfoliosLab — JEPI risk & return | 44PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 7.92% — PortfoliosLab, 1 yearPortfoliosLab — JEPI risk & returnvolatility 10.09% — ours, 3y annualised | −13.26%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-22 (136d later)PortfoliosLab -13.26% — also 3 years2023-08-29 → 2026-08-28 | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: DROPPED_G3 — Gate3 char: bedrock corr 0.85 > 0.4 (too correlated to S&P) (data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)))⚠ our own screen rejected this holding — Gate3 char: bedrock corr 0.85 > 0.4 (too correlated to S&P) |
| SH | ProShares Short S&P500 | 0.35% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 4.28% | 0.88% | LIKELY‑ROCdist 5.3% vs total return -9.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SH risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SH risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SH risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: NO_TIER — candidate carries no usable tier — NOT screened against a default bucket (data/plex-flow/etf-shortlist.json//gate_rejects[])⚠ our own screen rejected this holding — candidate carries no usable tier — NOT screened against a default bucket |
| PSQ | ProShares Short QQQ | 0.35% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 4.42% | 0.95% | LIKELY‑ROCdist 5.7% vs total return -17.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — PSQ risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — PSQ risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — PSQ risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: NO_TIER — candidate carries no usable tier — NOT screened against a default bucket (data/plex-flow/etf-shortlist.json//gate_rejects[])⚠ our own screen rejected this holding — candidate carries no usable tier — NOT screened against a default bucket |
| TAIL | Cambria Tail Risk ETF | 0.30% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 3.04% | 0.60% | LIKELY‑ROCdist 4.1% vs total return -14.9% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TAIL risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TAIL risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TAIL risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json | no recorded rationale — weight not traceable to a sourcethe only record is the construction string “JAAA40/BKLN25 bedrock=65, cash_flow=35” (data/plex-review/rec-v2.json//construction) — it names two of the numbers and gives a reason for nonegate screen: DROPPED_G1 — Gate1 asset-type: assetClass=Asset Allocation is excluded from the PLEX debt/income universe (MEASURED categorical field, not the name) (data/plex-flow/etf-universe-screen.json//reviewed[] (as of 2026-10-05 — 1 day older than the allocation pull (2026-10-06)))⚠ our own screen rejected this holding — Gate1 asset-type: assetClass=Asset Allocation is excluded from the PLEX debt/income universe (MEASURED categorical field, not the name) |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| JAAA | Janus Henderson AAA CLO ETF | 14.95% | Bedrock | 5.34% | 0.20% | EARNED | 0.02PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0M1 0.04 — M1 publishes no window for this figureours 0.02 on the same window — agreesPortfoliosLab — JAAA risk & return | 4.33%PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — JAAA risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.77% — PortfoliosLab, 1 yearPortfoliosLab — JAAA risk & returnvolatility 1.25% — ours, 3y annualised | −1.46%2025-04-02 → 2025-04-10 · 8d; back to the peak 2025-04-29 (19d later)PortfoliosLab -1.46% — also 3 years2023-08-29 → 2026-08-28 |
| JPST | JPMorgan Ultra-Short Income ETF | 11.70% | Bedrock | 4.19% | 0.18% | MIXED | 0.01PortfoliosLab · 2017-05-19–2026-08-28 vs ^GSPC, rf 0M1 0.01 — M1 publishes no window for this figureours 0.01 on the same window — agreesPortfoliosLab — JPST risk & return | 2.84%PortfoliosLab · 2017-05-19–2026-08-28 vs ^GSPC, rf 0ours 2.84% on the same window — agreesPortfoliosLab — JPST risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.50% — PortfoliosLab, 1 yearPortfoliosLab — JPST risk & returnvolatility 0.56% — ours, 3y annualised | −0.30%2025-04-03 → 2025-04-09 · 6d; back to the peak 2025-04-21 (12d later)PortfoliosLab -0.30% — also 3 years2023-08-29 → 2026-08-28 |
| PAAA | PGIM AAA CLO ETF | 11.70% | Bedrock | 5.18% | 0.19% | EARNED | 0.02PortfoliosLab · 2023-07-26–2026-08-28 vs ^GSPC, rf 0M1 0.03 — M1 publishes no window for this figureours 0.02 on the same window — agreesPortfoliosLab — PAAA risk & return | 6.07%PortfoliosLab · 2023-07-26–2026-08-28 vs ^GSPC, rf 0ours 5.95% on the same window — agreesPortfoliosLab — PAAA risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.46% — PortfoliosLab, 1 yearPortfoliosLab — PAAA risk & returnvolatility 0.98% — ours, 3y annualised | −1.04%2025-04-01 → 2025-04-10 · 9d; back to the peak 2025-04-24 (14d later)PortfoliosLab -1.04% — also 3 years2023-08-29 → 2026-08-28 |
| CLOI | VanEck CLO ETF | 9.75% | Cash Flow | 5.19% | 0.36% | EARNED | 0.04PortfoliosLab · 2022-06-23–2026-08-28 vs ^GSPC, rf 0M1 0.03 — M1 publishes no window for this figureours 0.04 on the same window — agreesPortfoliosLab — CLOI risk & return | 6.23%PortfoliosLab · 2022-06-23–2026-08-28 vs ^GSPC, rf 0ours 5.93% on the same window — agreesPortfoliosLab — CLOI risk & return | 98PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.95% — PortfoliosLab, 1 yearPortfoliosLab — CLOI risk & returnvolatility 2.62% — ours, 3y annualised | −3.25%2025-04-01 → 2025-04-04 · 3d; back to the peak 2025-05-02 (28d later)PortfoliosLab -3.25% — also 3 years2023-08-29 → 2026-08-28 |
| QQQI | NEOS Nasdaq 100 High Income ETF | 9.45% | Cash Flow | 0.09% | 0.68% | EARNED | 1.08PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 1.08 on the same window — agreesPortfoliosLab — QQQI risk & return | -0.78%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.68% on the same window — agreesPortfoliosLab — QQQI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.42% — PortfoliosLab, 1 yearPortfoliosLab — QQQI risk & returnvolatility 17.64% — ours, 3y annualised | −20.00%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 |
| SPYI | NEOS S&P 500 High Income ETF | 9.10% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 |
| ICLO | Invesco AAA CLO Floating Rate Note ETF | 7.80% | Bedrock | 4.87% | 0.19% | EARNED | 0.04PortfoliosLab · 2022-12-09–2026-08-28 vs ^GSPC, rf 0M1 0.03 — M1 publishes no window for this figureours 0.04 on the same window — agreesPortfoliosLab — ICLO risk & return | 5.88%PortfoliosLab · 2022-12-09–2026-08-28 vs ^GSPC, rf 0ours 5.90% on the same window — agreesPortfoliosLab — ICLO risk & return | 98PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 1.12% — PortfoliosLab, 1 yearPortfoliosLab — ICLO risk & returnvolatility 2.56% — ours, 3y annualised | −3.46%2025-03-03 → 2025-04-04 · 32d; back to the peak 2025-04-24 (20d later)PortfoliosLab -3.47% — also 3 years2023-08-29 → 2026-08-28 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 5.95% | Cash Flow | 10.84% | 0.35% | EARNED | 0.94PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0M1 0.83 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — JEPQ risk & return | 2.02%PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0ours 2.18% on the same window — agreesPortfoliosLab — JEPQ risk & return | 60PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.65% — PortfoliosLab, 1 yearPortfoliosLab — JEPQ risk & returnvolatility 15.67% — ours, 3y annualised | −20.07%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-08 (122d later)PortfoliosLab -20.07% — also 3 years2023-08-29 → 2026-08-28 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 5.85% | Bedrock | 3.74% | 0.09% | EARNED | -0.00PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0M1 0.01 — M1 publishes no window for this figureours -0.00 on the same window — agreesPortfoliosLab — SGOV risk & return | 2.98%PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0ours 2.99% on the same window — agreesPortfoliosLab — SGOV risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.18% — PortfoliosLab, 1 yearPortfoliosLab — SGOV risk & returnvolatility 0.22% — ours, 3y annualised | −0.01%2024-11-08 → 2024-11-11 · 3d; back to the peak 2024-11-12 (1d later)PortfoliosLab -0.01% — also 3 years2023-08-29 → 2026-08-28 |
| IWMI | NEOS Russell 2000 High Income ETF | 5.25% | Cash Flow | 4.33% | 0.68% | EARNED | 0.93PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — IWMI risk & return | 2.27%PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0ours 2.46% on the same window — agreesPortfoliosLab — IWMI risk & return | 78PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.92% — PortfoliosLab, 1 yearPortfoliosLab — IWMI risk & returnvolatility 17.45% — ours, 3y annualised | −23.88%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-09-04 (149d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-25 → 2026-08-28 |
| TBIL | F/m US Treasury 3 Month Bill Fund | 3.25% | Bedrock | 4.00% | 0.15% | EARNED | 0.00PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0M1 0.00 — M1 publishes no window for this figureours 0.00 on the same window — agreesPortfoliosLab — TBIL risk & return | 4.49%PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0ours 4.50% on the same window — agreesPortfoliosLab — TBIL risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.28% — PortfoliosLab, 1 yearPortfoliosLab — TBIL risk & returnvolatility 0.31% — ours, 3y annualised | −0.02%2024-08-02 → 2024-08-05 · 3d; back to the peak 2024-08-06 (1d later)PortfoliosLab -0.02% — also 3 years2023-08-29 → 2026-08-28 |
| KNG | Cboe Vest S&P 500 Dividend Aristocrats Target | 3.15% | Bedrock | 6.79% | 0.74% | LIKELY‑ROCdist 9.5% vs total return 6.0% (1y) | 0.74PortfoliosLab · 2018-03-27–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.74 on the same window — agreesPortfoliosLab — KNG risk & return | -0.51%PortfoliosLab · 2018-03-27–2026-08-28 vs ^GSPC, rf 0ours -0.58% on the same window — agreesPortfoliosLab — KNG risk & return | 42PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.81% — PortfoliosLab, 1 yearPortfoliosLab — KNG risk & returnvolatility 11.56% — ours, 3y annualised | −14.24%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-12-15 (251d later)PortfoliosLab -14.24% — also 3 years2023-08-29 → 2026-08-28 |
| JEPI | JPMorgan Equity Premium Income ETF | 2.10% | Cash Flow | 7.97% | 0.35% | MIXED | 0.55PortfoliosLab · 2020-05-21–2026-08-28 vs ^GSPC, rf 0M1 0.54 — M1 publishes no window for this figureours 0.55 on the same window — agreesPortfoliosLab — JEPI risk & return | 2.29%PortfoliosLab · 2020-05-21–2026-08-28 vs ^GSPC, rf 0ours 2.25% on the same window — agreesPortfoliosLab — JEPI risk & return | 44PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 7.92% — PortfoliosLab, 1 yearPortfoliosLab — JEPI risk & returnvolatility 10.09% — ours, 3y annualised | −13.26%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-22 (136d later)PortfoliosLab -13.26% — also 3 years2023-08-29 → 2026-08-28 |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| QDTE | Roundhill ETF Trust Roundhill Nasdaq-100 0DTE | 13.00% | Hedge | 7.29% | 0.96% | LIKELY‑ROCdist 43.3% vs total return 24.1% (1y) | 1.11PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0M1 1.29 — M1 publishes no window for this figureours 1.11 on the same window — agreesPortfoliosLab — QDTE risk & return | 0.89%PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0ours 0.99% on the same window — agreesPortfoliosLab — QDTE risk & return | 57PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.11% — PortfoliosLab, 1 yearPortfoliosLab — QDTE risk & returnvolatility 19.04% — ours, 3y annualised | −22.86%2025-02-19 → 2025-04-21 · 61d; back to the peak 2025-07-17 (87d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-03-07 → 2026-08-28 |
| PDI | PIMCO Dynamic Income Fund | 11.00% | Cash Flow | 18.38% | n/a | LIKELY‑ROCdist 20.3% vs total return -17.0% (1y) | 0.55PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0M1 0.60 — M1 publishes no window for this figureours 0.55 on the same window — agreesPortfoliosLab — PDI risk & return | 3.09%PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0ours 3.10% on the same window — agreesPortfoliosLab — PDI risk & return | 14PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.53% — PortfoliosLab, 1 yearPortfoliosLab — PDI risk & returnvolatility 14.47% — ours, 3y annualised | −14.43%2025-03-21 → 2025-04-07 · 17d; back to the peak 2025-07-10 (94d later)PortfoliosLab -14.43% — also 3 years2023-08-29 → 2026-08-28 |
| JFR | Nuveen Floating Rate Income Fund | 8.00% | Bedrock | 12.73% | n/a | LIKELY‑ROCdist 14.5% vs total return 2.4% (1y) | 0.45PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 0.45 on the same window — agreesPortfoliosLab — JFR risk & return | 1.65%PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 1.70% on the same window — agreesPortfoliosLab — JFR risk & return | 8PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 8.82% — PortfoliosLab, 1 yearPortfoliosLab — JFR risk & returnvolatility 10.94% — ours, 3y annualised | −15.29%2024-12-10 → 2025-04-07 · 118d; back to the peak 2025-07-25 (109d later)PortfoliosLab -15.29% — also 3 years2023-08-29 → 2026-08-28 |
| PFN | PIMCO Income Strategy Fund II | 8.00% | Cash Flow | 13.59% | n/a | LIKELY‑ROCdist 14.9% vs total return -7.0% (1y) | 0.50PortfoliosLab · 2004-10-27–2026-08-28 vs ^GSPC, rf 0ours 0.50 on the same window — agreesPortfoliosLab — PFN risk & return | 2.59%PortfoliosLab · 2004-10-27–2026-08-28 vs ^GSPC, rf 0ours 2.37% on the same window — agreesPortfoliosLab — PFN risk & return | 8PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.55% — PortfoliosLab, 1 yearPortfoliosLab — PFN risk & returnvolatility 11.36% — ours, 3y annualised | −11.12%2023-09-05 → 2023-10-26 · 51d; back to the peak 2023-11-16 (21d later)PortfoliosLab -11.12% — also 3 years2023-08-29 → 2026-08-28 |
| SPYI | NEOS S&P 500 High Income ETF | 7.00% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 |
| BIZD | VanEck Vectors BDC Income ETF | 5.00% | Cash Flow | 11.28% | 9.69% | LIKELY‑ROCdist 15.8% vs total return -2.5% (1y) | 0.72PortfoliosLab · 2013-02-12–2026-08-28 vs ^GSPC, rf 0M1 0.65 — M1 publishes no window for this figureours 0.72 on the same window — agreesPortfoliosLab — BIZD risk & return | -1.13%PortfoliosLab · 2013-02-12–2026-08-28 vs ^GSPC, rf 0ours -1.12% on the same window — agreesPortfoliosLab — BIZD risk & return | 6PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 19.62% — PortfoliosLab, 1 yearPortfoliosLab — BIZD risk & returnvolatility 16.75% — ours, 3y annualised | −22.56%2025-02-19 → 2026-03-27 · 401d; never recovered to that peakPortfoliosLab -22.56% — also 3 years2023-08-29 → 2026-08-28 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 5.00% | Cash Flow | 10.84% | 0.35% | EARNED | 0.94PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0M1 0.83 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — JEPQ risk & return | 2.02%PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0ours 2.18% on the same window — agreesPortfoliosLab — JEPQ risk & return | 60PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.65% — PortfoliosLab, 1 yearPortfoliosLab — JEPQ risk & returnvolatility 15.67% — ours, 3y annualised | −20.07%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-08 (122d later)PortfoliosLab -20.07% — also 3 years2023-08-29 → 2026-08-28 |
| EFR | Eaton Vance Senior Floating-Rate Fund of Benef | 5.00% | Cash Flow | 7.76% | n/a | LIKELY‑ROCdist 9.5% vs total return -3.0% (1y) | 0.42PortfoliosLab · 2003-11-25–2026-08-28 vs ^GSPC, rf 0ours 0.42 on the same window — agreesPortfoliosLab — EFR risk & return | 1.57%PortfoliosLab · 2003-11-25–2026-08-28 vs ^GSPC, rf 0ours 1.74% on the same window — agreesPortfoliosLab — EFR risk & return | 30PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 7.92% — PortfoliosLab, 1 yearPortfoliosLab — EFR risk & returnvolatility 10.57% — ours, 3y annualised | −18.30%2025-01-31 → 2025-04-07 · 66d; never recovered to that peakPortfoliosLab -18.30% — also 3 years2023-08-29 → 2026-08-28 |
| CLM | Cornerstone Strategic Investment Fund Inc. | 5.00% | Cash Flow | 22.85% | n/a | LIKELY‑ROCdist 24.9% vs total return -8.2% (1y) | 0.72PortfoliosLab · 2002-08-02–2026-08-28 vs ^GSPC, rf 0ours 0.72 on the same window — agreesPortfoliosLab — CLM risk & return | 3.45%PortfoliosLab · 2002-08-02–2026-08-28 vs ^GSPC, rf 0ours 3.58% on the same window — agreesPortfoliosLab — CLM risk & return | 2PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 17.82% — PortfoliosLab, 1 yearPortfoliosLab — CLM risk & returnvolatility 19.95% — ours, 3y annualised | −23.86%2025-02-13 → 2025-04-08 · 54d; back to the peak 2025-07-24 (107d later)PortfoliosLab -23.85% — also 3 years2023-08-29 → 2026-08-28 |
| NML | Neuberger Energy Infrastructure and Income Fun | 4.00% | Bedrock | 8.38% | n/a | EARNED | 1.03PortfoliosLab · 2013-03-26–2026-08-28 vs ^GSPC, rf 0ours 1.03 on the same window — agreesPortfoliosLab — NML risk & return | -4.23%PortfoliosLab · 2013-03-26–2026-08-28 vs ^GSPC, rf 0ours -4.25% on the same window — agreesPortfoliosLab — NML risk & return | 63PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 18.92% — PortfoliosLab, 1 yearPortfoliosLab — NML risk & returnvolatility 20.21% — ours, 3y annualised | −16.93%2025-01-21 → 2025-04-08 · 77d; back to the peak 2026-01-21 (288d later)PortfoliosLab -16.92% — also 3 years2023-08-29 → 2026-08-28 |
| UTF | Cohen & Steers Infrastructure Fund Inc | 4.00% | Bedrock | 7.87% | n/a | EARNED | 0.83PortfoliosLab · 2004-05-11–2026-08-28 vs ^GSPC, rf 0ours 0.83 on the same window — agreesPortfoliosLab — UTF risk & return | 4.67%PortfoliosLab · 2004-05-11–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — UTF risk & return | 70PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.34% — PortfoliosLab, 1 yearPortfoliosLab — UTF risk & returnvolatility 16.22% — ours, 3y annualised | −15.01%2023-09-01 → 2023-10-05 · 34d; back to the peak 2023-11-30 (56d later)PortfoliosLab -15.00% — also 3 years2023-08-29 → 2026-08-28 |
| FTSL | First Trust Senior Loan Fund | 4.00% | Bedrock | 6.29% | 0.70% | LIKELY‑ROCdist 6.9% vs total return 3.5% (1y) | 0.13PortfoliosLab · 2013-05-02–2026-08-28 vs ^GSPC, rf 0M1 0.14 — M1 publishes no window for this figureours 0.13 on the same window — agreesPortfoliosLab — FTSL risk & return | 2.33%PortfoliosLab · 2013-05-02–2026-08-28 vs ^GSPC, rf 0ours 2.33% on the same window — agreesPortfoliosLab — FTSL risk & return | 73PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 2.15% — PortfoliosLab, 1 yearPortfoliosLab — FTSL risk & returnvolatility 2.36% — ours, 3y annualised | −2.66%2025-03-25 → 2025-04-04 · 10d; back to the peak 2025-04-28 (24d later)PortfoliosLab -2.66% — also 3 years2023-08-29 → 2026-08-28 |
| QQQI | NEOS Nasdaq 100 High Income ETF | 4.00% | Cash Flow | 0.09% | 0.68% | EARNED | 1.08PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 1.08 on the same window — agreesPortfoliosLab — QQQI risk & return | -0.78%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.68% on the same window — agreesPortfoliosLab — QQQI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.42% — PortfoliosLab, 1 yearPortfoliosLab — QQQI risk & returnvolatility 17.64% — ours, 3y annualised | −20.00%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 |
| FSCO | FS Credit Opportunities Corp. | 4.00% | Cash Flow | 13.95% | n/a | LIKELY‑ROCdist 16.1% vs total return -16.3% (1y) | 0.55PortfoliosLab · 2022-11-14–2026-08-28 vs ^GSPC, rf 0ours 0.54 on the same window — agreesPortfoliosLab — FSCO risk & return | 7.21%PortfoliosLab · 2022-11-14–2026-08-28 vs ^GSPC, rf 0⚠ ours 10.31% on the SAME window (spread 3.09 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — FSCO risk & return | 15PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 27.59% — PortfoliosLab, 1 yearPortfoliosLab — FSCO risk & returnvolatility 22.62% — ours, 3y annualised | −35.52%2025-08-28 → 2026-03-09 · 193d; never recovered to that peakPortfoliosLab -35.53% — also 3 years2023-08-29 → 2026-08-28 |
| SVOL | Simplify Volatility Premium ETF | 3.00% | Cash Flow | 8.44% | 0.66% | LIKELY‑ROCdist 22.7% vs total return 13.1% (1y) | 0.93PortfoliosLab · 2021-05-13–2026-08-28 vs ^GSPC, rf 0M1 0.65 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — SVOL risk & return | -1.75%PortfoliosLab · 2021-05-13–2026-08-28 vs ^GSPC, rf 0ours -1.82% on the same window — agreesPortfoliosLab — SVOL risk & return | 36PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.08% — PortfoliosLab, 1 yearPortfoliosLab — SVOL risk & returnvolatility 25.20% — ours, 3y annualised | −33.50%2025-02-19 → 2025-04-08 · 48d; back to the peak 2026-07-15 (463d later)PortfoliosLab -33.50% — also 3 years2023-08-29 → 2026-08-28 |
| HNDL | Strategy Shares NASDAQ 7 HANDL Index ETF | 2.00% | Bedrock | 7.00% | 0.94% | LIKELY‑ROCdist 7.2% vs total return 3.8% (1y) | 0.41PortfoliosLab · 2018-01-17–2026-08-28 vs ^GSPC, rf 0ours 0.41 over PortfoliosLab's exact window — a different window, so not a disagreementPortfoliosLab — HNDL risk & return | 0.50%PortfoliosLab · 2018-01-17–2026-08-28 vs ^GSPC, rf 0ours 0.85% over PortfoliosLab's exact window — a different window, so not a disagreementPortfoliosLab — HNDL risk & return | 58PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 7.46% — PortfoliosLab, 1 yearPortfoliosLab — HNDL risk & returnvolatility 10.18% — ours, 3y annualised | −12.26%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-06-26 (79d later)PortfoliosLab -12.25% — also 3 years2023-08-29 → 2026-08-28 |
| UTG | Reaves Utility Income Fund of Beneficial Inter | 2.00% | Bedrock | 7.14% | n/a | LIKELY‑ROCdist 7.4% vs total return -7.3% (1y) | 0.74PortfoliosLab · 2004-02-25–2026-08-28 vs ^GSPC, rf 0ours 0.74 on the same window — agreesPortfoliosLab — UTG risk & return | 5.32%PortfoliosLab · 2004-02-25–2026-08-28 vs ^GSPC, rf 0ours 5.33% on the same window — agreesPortfoliosLab — UTG risk & return | 51PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 18.37% — PortfoliosLab, 1 yearPortfoliosLab — UTG risk & returnvolatility 17.52% — ours, 3y annualised | −14.95%2024-11-27 → 2025-04-07 · 131d; back to the peak 2025-05-15 (38d later)PortfoliosLab -14.95% — also 3 years2023-08-29 → 2026-08-28 |
| KIO | KKR Income Opportunities Fund | 2.00% | Cash Flow | 14.09% | n/a | LIKELY‑ROCdist 15.5% vs total return -5.9% (1y) | 0.45PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0M1 0.56 — M1 publishes no window for this figureours 0.45 on the same window — agreesPortfoliosLab — KIO risk & return | 1.04%PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0ours 0.75% on the same window — agreesPortfoliosLab — KIO risk & return | 3PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.37% — PortfoliosLab, 1 yearPortfoliosLab — KIO risk & returnvolatility 11.26% — ours, 3y annualised | −22.83%2024-10-09 → 2025-04-07 · 180d; never recovered to that peakPortfoliosLab -22.85% — also 3 years2023-08-29 → 2026-08-28 |
| BBDC | Barings BDC Inc. | 1.00% | Cash Flow | 12.05% | n/a | MIXED | 0.61PortfoliosLab · 2018-08-03–2026-08-28 vs ^GSPC, rf 0M1 0.59 — M1 publishes no window for this figureours 0.61 on the same window — agreesPortfoliosLab — BBDC risk & return | 2.35%PortfoliosLab · 2018-08-03–2026-08-28 vs ^GSPC, rf 0ours 1.82% on the same window — agreesPortfoliosLab — BBDC risk & return | 55PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 21.39% — PortfoliosLab, 1 yearPortfoliosLab — BBDC risk & returnvolatility 20.27% — ours, 3y annualised | −24.51%2025-02-21 → 2025-04-08 · 46d; back to the peak 2026-05-01 (388d later)PortfoliosLab -24.51% — also 3 years2023-08-29 → 2026-08-28 |
| RLTY | Cohen & Steers Real Estate Opportunities and I | 1.00% | Cash Flow | 9.54% | n/a | LIKELY‑ROCdist 10.4% vs total return -1.3% (1y) | 0.65PortfoliosLab · 2022-02-24–2026-08-28 vs ^GSPC, rf 0ours 0.65 on the same window — agreesPortfoliosLab — RLTY risk & return | -3.98%PortfoliosLab · 2022-02-24–2026-08-28 vs ^GSPC, rf 0ours -3.59% on the same window — agreesPortfoliosLab — RLTY risk & return | 65PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.94% — PortfoliosLab, 1 yearPortfoliosLab — RLTY risk & returnvolatility 18.72% — ours, 3y annualised | −20.81%2024-09-18 → 2025-04-08 · 202d; back to the peak 2026-02-10 (308d later)PortfoliosLab -20.81% — also 3 years2023-08-29 → 2026-08-28 |
| SRET | Global X SuperDividend REIT ETF | 1.00% | Cash Flow | 8.27% | 0.58% | LIKELY‑ROCdist 10.3% vs total return -1.9% (1y) | 0.77PortfoliosLab · 2015-03-17–2026-08-28 vs ^GSPC, rf 0ours 0.77 on the same window — agreesPortfoliosLab — SRET risk & return | -5.34%PortfoliosLab · 2015-03-17–2026-08-28 vs ^GSPC, rf 0ours -5.47% on the same window — agreesPortfoliosLab — SRET risk & return | 37PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 11.47% — PortfoliosLab, 1 yearPortfoliosLab — SRET risk & returnvolatility 14.70% — ours, 3y annualised | −14.80%2023-08-30 → 2023-10-27 · 58d; back to the peak 2023-12-13 (47d later)PortfoliosLab -14.80% — also 3 years2023-08-29 → 2026-08-28 |
| ASG | Liberty All-Star Growth Fund Inc. | 1.00% | Cash Flow | 9.25% | n/a | LIKELY‑ROCdist 11.6% vs total return -0.2% (1y) | 0.80PortfoliosLab · 1987-11-05–2026-08-28 vs ^GSPC, rf 0ours 0.80 on the same window — agreesPortfoliosLab — ASG risk & return | -0.93%PortfoliosLab · 1987-11-05–2026-08-28 vs ^GSPC, rf 0ours 1.02% on the same window — agreesPortfoliosLab — ASG risk & return | 46PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 17.93% — PortfoliosLab, 1 yearPortfoliosLab — ASG risk & returnvolatility 19.42% — ours, 3y annualised | −25.25%2025-01-23 → 2025-04-07 · 74d; back to the peak 2025-09-11 (157d later)PortfoliosLab -25.25% — also 3 years2023-08-29 → 2026-08-28 |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| FSCO | FS Credit Opportunities Corp. | 7.15% | Cash Flow | 13.95% | n/a | LIKELY‑ROCdist 16.1% vs total return -16.3% (1y) | 0.55PortfoliosLab · 2022-11-14–2026-08-28 vs ^GSPC, rf 0ours 0.54 on the same window — agreesPortfoliosLab — FSCO risk & return | 7.21%PortfoliosLab · 2022-11-14–2026-08-28 vs ^GSPC, rf 0⚠ ours 10.31% on the SAME window (spread 3.09 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — FSCO risk & return | 15PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 27.59% — PortfoliosLab, 1 yearPortfoliosLab — FSCO risk & returnvolatility 22.62% — ours, 3y annualised | −35.52%2025-08-28 → 2026-03-09 · 193d; never recovered to that peakPortfoliosLab -35.53% — also 3 years2023-08-29 → 2026-08-28 |
| EMO | ClearBridge Energy Midstream Opportunity Fund | 5.85% | Cash Flow | 8.69% | n/a | EARNED | 0.98PortfoliosLab · 2011-06-14–2026-08-28 vs ^GSPC, rf 0ours 0.98 on the same window — agreesPortfoliosLab — EMO risk & return | -0.66%PortfoliosLab · 2011-06-14–2026-08-28 vs ^GSPC, rf 0ours -0.85% on the same window — agreesPortfoliosLab — EMO risk & return | 61PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 16.59% — PortfoliosLab, 1 yearPortfoliosLab — EMO risk & returnvolatility 20.49% — ours, 3y annualised | −18.81%2025-04-02 → 2025-04-08 · 6d; back to the peak 2026-01-27 (294d later)PortfoliosLab -18.81% — also 3 years2023-08-29 → 2026-08-28 |
| NVDY | YieldMax NVDA Option Income Strategy ETF | 5.25% | Hedge | 29.93% | 1.09% | LIKELY‑ROCdist 54.5% vs total return 27.8% (1y) | 1.67PortfoliosLab · 2023-05-11–2026-08-28 vs ^GSPC, rf 0M1 1.32 — M1 publishes no window for this figureours 1.67 on the same window — agreesPortfoliosLab — NVDY risk & return | 21.28%PortfoliosLab · 2023-05-11–2026-08-28 vs ^GSPC, rf 0ours 21.39% on the same window — agreesPortfoliosLab — NVDY risk & return | 31PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 30.54% — PortfoliosLab, 1 yearPortfoliosLab — NVDY risk & returnvolatility 38.12% — ours, 3y annualised | −34.09%2024-11-21 → 2025-04-04 · 134d; back to the peak 2025-07-03 (90d later)PortfoliosLab -34.08% — also 3 years2023-08-29 → 2026-08-28 |
| GOOY | YieldMax GOOGL Option Income Strategy ETF | 5.25% | Hedge | 41.72% | 1.14% | LIKELY‑ROCdist 54.0% vs total return 31.8% (1y) | 0.93PortfoliosLab · 2023-07-28–2026-08-28 vs ^GSPC, rf 0M1 0.87 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — GOOY risk & return | 5.78%PortfoliosLab · 2023-07-28–2026-08-28 vs ^GSPC, rf 0ours 5.97% on the same window — agreesPortfoliosLab — GOOY risk & return | 75PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 26.13% — PortfoliosLab, 1 yearPortfoliosLab — GOOY risk & returnvolatility 24.07% — ours, 3y annualised | −24.40%2025-02-04 → 2025-04-04 · 59d; back to the peak 2025-08-06 (124d later)PortfoliosLab -24.40% — also 3 years2023-08-29 → 2026-08-28 |
| PAXS | PIMCO Access Income Fund of Beneficial Interes | 5.25% | Cash Flow | 13.39% | n/a | LIKELY‑ROCdist 14.7% vs total return -9.6% (1y) | 0.46PortfoliosLab · 2022-01-27–2026-08-28 vs ^GSPC, rf 0M1 0.63 — M1 publishes no window for this figureours 0.46 on the same window — agreesPortfoliosLab — PAXS risk & return | -0.59%PortfoliosLab · 2022-01-27–2026-08-28 vs ^GSPC, rf 0ours -1.05% on the same window — agreesPortfoliosLab — PAXS risk & return | 2PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 12.64% — PortfoliosLab, 1 yearPortfoliosLab — PAXS risk & returnvolatility 14.78% — ours, 3y annualised | −13.40%2023-08-31 → 2023-10-19 · 49d; back to the peak 2023-12-04 (46d later)PortfoliosLab -13.40% — also 3 years2023-08-29 → 2026-08-28 |
| PHK | Pimco High Income Fund | 5.25% | Cash Flow | 13.88% | n/a | LIKELY‑ROCdist 15.3% vs total return -7.6% (1y) | 0.65PortfoliosLab · 2003-04-30–2026-08-28 vs ^GSPC, rf 0M1 0.58 — M1 publishes no window for this figureours 0.65 on the same window — agreesPortfoliosLab — PHK risk & return | 3.84%PortfoliosLab · 2003-04-30–2026-08-28 vs ^GSPC, rf 0ours 3.69% on the same window — agreesPortfoliosLab — PHK risk & return | 54PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 11.64% — PortfoliosLab, 1 yearPortfoliosLab — PHK risk & returnvolatility 12.04% — ours, 3y annualised | −14.53%2023-09-05 → 2023-10-19 · 44d; back to the peak 2023-12-04 (46d later)PortfoliosLab -14.53% — also 3 years2023-08-29 → 2026-08-28 |
| SPYI | NEOS S&P 500 High Income ETF | 4.90% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 |
| GHY | PGIM Global High Yield Fund Inc. | 4.55% | Cash Flow | 11.59% | n/a | LIKELY‑ROCdist 12.8% vs total return -6.4% (1y) | 0.49PortfoliosLab · 2012-12-24–2026-08-28 vs ^GSPC, rf 0M1 0.60 — M1 publishes no window for this figureours 0.49 on the same window — agreesPortfoliosLab — GHY risk & return | -0.48%PortfoliosLab · 2012-12-24–2026-08-28 vs ^GSPC, rf 0ours -0.49% on the same window — agreesPortfoliosLab — GHY risk & return | 1PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.70% — PortfoliosLab, 1 yearPortfoliosLab — GHY risk & returnvolatility 13.13% — ours, 3y annualised | −16.36%2025-03-25 → 2025-04-07 · 13d; back to the peak 2025-06-12 (66d later)PortfoliosLab -16.36% — also 3 years2023-08-29 → 2026-08-28 |
| JFR | Nuveen Floating Rate Income Fund | 4.55% | Bedrock | 12.73% | n/a | LIKELY‑ROCdist 14.5% vs total return 2.4% (1y) | 0.45PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 0.45 on the same window — agreesPortfoliosLab — JFR risk & return | 1.65%PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 1.70% on the same window — agreesPortfoliosLab — JFR risk & return | 8PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 8.82% — PortfoliosLab, 1 yearPortfoliosLab — JFR risk & returnvolatility 10.94% — ours, 3y annualised | −15.29%2024-12-10 → 2025-04-07 · 118d; back to the peak 2025-07-25 (109d later)PortfoliosLab -15.29% — also 3 years2023-08-29 → 2026-08-28 |
| RLTY | Cohen & Steers Real Estate Opportunities and I | 3.90% | Cash Flow | 9.54% | n/a | LIKELY‑ROCdist 10.4% vs total return -1.3% (1y) | 0.65PortfoliosLab · 2022-02-24–2026-08-28 vs ^GSPC, rf 0ours 0.65 on the same window — agreesPortfoliosLab — RLTY risk & return | -3.98%PortfoliosLab · 2022-02-24–2026-08-28 vs ^GSPC, rf 0ours -3.59% on the same window — agreesPortfoliosLab — RLTY risk & return | 65PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.94% — PortfoliosLab, 1 yearPortfoliosLab — RLTY risk & returnvolatility 18.72% — ours, 3y annualised | −20.81%2024-09-18 → 2025-04-08 · 202d; back to the peak 2026-02-10 (308d later)PortfoliosLab -20.81% — also 3 years2023-08-29 → 2026-08-28 |
| NIE | Virtus Equity & Convertible Income Fund of Ben | 3.90% | Bedrock | 9.32% | n/a | MIXED | 0.88PortfoliosLab · 2007-02-23–2026-08-28 vs ^GSPC, rf 0M1 1.00 — M1 publishes no window for this figureours 0.88 on the same window — agreesPortfoliosLab — NIE risk & return | 2.19%PortfoliosLab · 2007-02-23–2026-08-28 vs ^GSPC, rf 0ours 2.27% on the same window — agreesPortfoliosLab — NIE risk & return | 42PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 12.68% — PortfoliosLab, 1 yearPortfoliosLab — NIE risk & returnvolatility 15.48% — ours, 3y annualised | −20.79%2025-01-22 → 2025-04-07 · 75d; back to the peak 2025-07-21 (105d later)PortfoliosLab -20.79% — also 3 years2023-08-29 → 2026-08-28 |
| DSU | Blackrock Debt Strategies Fund Inc. | 3.90% | Cash Flow | 13.27% | n/a | LIKELY‑ROCdist 14.5% vs total return -4.7% (1y) | 0.49PortfoliosLab · 1998-03-30–2026-08-28 vs ^GSPC, rf 0ours 0.50 on the same window — agreesPortfoliosLab — DSU risk & return | 2.99%PortfoliosLab · 1998-03-30–2026-08-28 vs ^GSPC, rf 0ours 3.86% on the same window — agreesPortfoliosLab — DSU risk & return | 4PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 8.34% — PortfoliosLab, 1 yearPortfoliosLab — DSU risk & returnvolatility 10.62% — ours, 3y annualised | −14.58%2025-02-14 → 2025-04-07 · 52d; back to the peak 2025-05-29 (52d later)PortfoliosLab -14.59% — also 3 years2023-08-29 → 2026-08-28 |
| TRIN | Trinity Capital Inc. | 3.90% | Bedrock | 11.60% | n/a | EARNED | 0.62PortfoliosLab · 2021-01-29–2026-08-28 vs ^GSPC, rf 0ours 0.64 on the same window — agreesPortfoliosLab — TRIN risk & return | 14.35%PortfoliosLab · 2021-01-29–2026-08-28 vs ^GSPC, rf 0ours 12.48% on the same window — agreesPortfoliosLab — TRIN risk & return | 84PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 21.39% — PortfoliosLab, 1 yearPortfoliosLab — TRIN risk & returnvolatility 20.05% — ours, 3y annualised | −15.58%2025-02-28 → 2025-04-08 · 39d; back to the peak 2025-08-07 (121d later)PortfoliosLab -15.58% — also 3 years2023-08-29 → 2026-08-28 |
| PDI | PIMCO Dynamic Income Fund | 3.90% | Cash Flow | 18.38% | n/a | LIKELY‑ROCdist 20.3% vs total return -17.0% (1y) | 0.55PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0M1 0.60 — M1 publishes no window for this figureours 0.55 on the same window — agreesPortfoliosLab — PDI risk & return | 3.09%PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0ours 3.10% on the same window — agreesPortfoliosLab — PDI risk & return | 14PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.53% — PortfoliosLab, 1 yearPortfoliosLab — PDI risk & returnvolatility 14.47% — ours, 3y annualised | −14.43%2025-03-21 → 2025-04-07 · 17d; back to the peak 2025-07-10 (94d later)PortfoliosLab -14.43% — also 3 years2023-08-29 → 2026-08-28 |
| KIO | KKR Income Opportunities Fund | 3.25% | Cash Flow | 14.09% | n/a | LIKELY‑ROCdist 15.5% vs total return -5.9% (1y) | 0.45PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0M1 0.56 — M1 publishes no window for this figureours 0.45 on the same window — agreesPortfoliosLab — KIO risk & return | 1.04%PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0ours 0.75% on the same window — agreesPortfoliosLab — KIO risk & return | 3PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.37% — PortfoliosLab, 1 yearPortfoliosLab — KIO risk & returnvolatility 11.26% — ours, 3y annualised | −22.83%2024-10-09 → 2025-04-07 · 180d; never recovered to that peakPortfoliosLab -22.85% — also 3 years2023-08-29 → 2026-08-28 |
| JAAA | Janus Henderson AAA CLO ETF | 3.25% | Bedrock | 5.34% | 0.20% | EARNED | 0.02PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0M1 0.04 — M1 publishes no window for this figureours 0.02 on the same window — agreesPortfoliosLab — JAAA risk & return | 4.33%PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — JAAA risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.77% — PortfoliosLab, 1 yearPortfoliosLab — JAAA risk & returnvolatility 1.25% — ours, 3y annualised | −1.46%2025-04-02 → 2025-04-10 · 8d; back to the peak 2025-04-29 (19d later)PortfoliosLab -1.46% — also 3 years2023-08-29 → 2026-08-28 |
| CCIF | Carlyle Credit Income Fund Shares of Beneficia | 2.80% | Cash Flow | 29.39% | n/a | LIKELY‑ROCdist 44.1% vs total return -45.7% (1y) | 0.25PortfoliosLab · 2019-05-28–2026-08-28 vs ^GSPC, rf 0ours 0.25 on the same window — agreesPortfoliosLab — CCIF risk & return | -7.18%PortfoliosLab · 2019-05-28–2026-08-28 vs ^GSPC, rf 0⚠ ours -2.43% on the SAME window (spread 4.75 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — CCIF risk & return | 0PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 30.16% — PortfoliosLab, 1 yearPortfoliosLab — CCIF risk & returnvolatility 22.49% — ours, 3y annualised | −55.57%2024-08-23 → 2026-06-22 · 668d; never recovered to that peakPortfoliosLab -55.57% — also 3 years2023-08-29 → 2026-08-28 |
| CII | BlackRock Enhanced Large Cap Core Fund Inc. | 2.60% | Cash Flow | 7.01% | n/a | EARNED | 0.84PortfoliosLab · 2004-05-26–2026-08-28 vs ^GSPC, rf 0ours 0.83 on the same window — agreesPortfoliosLab — CII risk & return | 3.52%PortfoliosLab · 2004-05-26–2026-08-28 vs ^GSPC, rf 0ours 3.41% on the same window — agreesPortfoliosLab — CII risk & return | 87PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 17.12% — PortfoliosLab, 1 yearPortfoliosLab — CII risk & returnvolatility 16.42% — ours, 3y annualised | −21.05%2025-02-18 → 2025-04-07 · 48d; back to the peak 2025-06-06 (60d later)PortfoliosLab -21.05% — also 3 years2023-08-29 → 2026-08-28 |
| BDJ | Blackrock Enhanced Equity Dividend Trust | 2.60% | Cash Flow | 7.89% | n/a | EARNED | 0.80PortfoliosLab · 2005-08-29–2026-08-28 vs ^GSPC, rf 0ours 0.80 on the same window — agreesPortfoliosLab — BDJ risk & return | 0.29%PortfoliosLab · 2005-08-29–2026-08-28 vs ^GSPC, rf 0ours 0.38% on the same window — agreesPortfoliosLab — BDJ risk & return | 52PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 11.98% — PortfoliosLab, 1 yearPortfoliosLab — BDJ risk & returnvolatility 14.17% — ours, 3y annualised | −14.37%2025-02-28 → 2025-04-07 · 38d; back to the peak 2025-06-25 (79d later)PortfoliosLab -14.37% — also 3 years2023-08-29 → 2026-08-28 |
| EXG | Eaton Vance Tax-Managed Global Diversified Equ | 2.60% | Cash Flow | 8.37% | n/a | EARNED | 0.93PortfoliosLab · 2007-04-23–2026-08-28 vs ^GSPC, rf 0M1 1.02 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — EXG risk & return | -0.04%PortfoliosLab · 2007-04-23–2026-08-28 vs ^GSPC, rf 0ours -0.01% on the same window — agreesPortfoliosLab — EXG risk & return | 53PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 14.06% — PortfoliosLab, 1 yearPortfoliosLab — EXG risk & returnvolatility 14.99% — ours, 3y annualised | −15.12%2025-02-18 → 2025-04-08 · 49d; back to the peak 2025-05-12 (34d later)PortfoliosLab -15.12% — also 3 years2023-08-29 → 2026-08-28 |
| ETW | Eaton Vance Corporation Tax-Managed Global Buy | 2.60% | Cash Flow | 8.40% | n/a | EARNED | 0.85PortfoliosLab · 2005-11-21–2026-08-28 vs ^GSPC, rf 0M1 0.84 — M1 publishes no window for this figureours 0.85 on the same window — agreesPortfoliosLab — ETW risk & return | 0.35%PortfoliosLab · 2005-11-21–2026-08-28 vs ^GSPC, rf 0ours 0.43% on the same window — agreesPortfoliosLab — ETW risk & return | 86PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.89% — PortfoliosLab, 1 yearPortfoliosLab — ETW risk & returnvolatility 14.60% — ours, 3y annualised | −16.28%2025-02-18 → 2025-04-07 · 48d; back to the peak 2025-06-10 (64d later)PortfoliosLab -16.28% — also 3 years2023-08-29 → 2026-08-28 |
| VVR | Invesco Senior Income Trust (DE) | 1.95% | Bedrock | 12.04% | n/a | LIKELY‑ROCdist 15.5% vs total return -1.7% (1y) | 0.39PortfoliosLab · 1998-06-24–2026-08-28 vs ^GSPC, rf 0ours 0.39 on the same window — agreesPortfoliosLab — VVR risk & return | 2.50%PortfoliosLab · 1998-06-24–2026-08-28 vs ^GSPC, rf 0ours 2.50% on the same window — agreesPortfoliosLab — VVR risk & return | 17PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 14.44% — PortfoliosLab, 1 yearPortfoliosLab — VVR risk & returnvolatility 17.00% — ours, 3y annualised | −19.50%2025-02-28 → 2025-04-07 · 38d; never recovered to that peakPortfoliosLab -19.50% — also 3 years2023-08-29 → 2026-08-28 |
| CLM | Cornerstone Strategic Investment Fund Inc. | 1.05% | Cash Flow | 22.85% | n/a | LIKELY‑ROCdist 24.9% vs total return -8.2% (1y) | 0.72PortfoliosLab · 2002-08-02–2026-08-28 vs ^GSPC, rf 0ours 0.72 on the same window — agreesPortfoliosLab — CLM risk & return | 3.45%PortfoliosLab · 2002-08-02–2026-08-28 vs ^GSPC, rf 0ours 3.58% on the same window — agreesPortfoliosLab — CLM risk & return | 2PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 17.82% — PortfoliosLab, 1 yearPortfoliosLab — CLM risk & returnvolatility 19.95% — ours, 3y annualised | −23.86%2025-02-13 → 2025-04-08 · 54d; back to the peak 2025-07-24 (107d later)PortfoliosLab -23.85% — also 3 years2023-08-29 → 2026-08-28 |
| CRF | Cornerstone Total Return Fund Inc. (The) | 1.05% | Cash Flow | 23.06% | n/a | LIKELY‑ROCdist 25.0% vs total return -8.8% (1y) | 0.46PortfoliosLab · 1987-11-05–2026-08-28 vs ^GSPC, rf 0ours 0.50 on the same window — agreesPortfoliosLab — CRF risk & return | 50.06%PortfoliosLab · 1987-11-05–2026-08-28 vs ^GSPC, rf 0⚠ ours 4.70% on the SAME window (spread 45.36 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — CRF risk & return | 3PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 16.59% — PortfoliosLab, 1 yearPortfoliosLab — CRF risk & returnvolatility 21.52% — ours, 3y annualised | −29.65%2024-12-05 → 2025-04-07 · 123d; back to the peak 2025-10-07 (183d later)PortfoliosLab -29.66% — also 3 years2023-08-29 → 2026-08-28 |
| AIPI | REX AI Equity Premium Income ETF | 1.05% | Cash Flow | 33.48% | 0.65% | LIKELY‑ROCdist 33.5% vs total return 23.6% (1y) | 1.16PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0M1 1.09 — M1 publishes no window for this figureours 1.16 on the same window — agreesPortfoliosLab — AIPI risk & return | 0.79%PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0ours 0.70% on the same window — agreesPortfoliosLab — AIPI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.82% — PortfoliosLab, 1 yearPortfoliosLab — AIPI risk & returnvolatility 21.57% — ours, 3y annualised | −25.25%2025-02-18 → 2025-04-08 · 49d; back to the peak 2025-07-09 (92d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-04 → 2026-08-28 |
| ULTY | YieldMax Ultra Option Income Strategy ETF | 1.05% | Hedge | 29.11% | 1.30% | LIKELY‑ROCdist 96.2% vs total return -7.1% (1y) | 1.31PortfoliosLab · 2024-02-29–2026-08-28 vs ^GSPC, rf 0M1 1.53 — M1 publishes no window for this figureours 1.31 on the same window — agreesPortfoliosLab — ULTY risk & return | -17.41%PortfoliosLab · 2024-02-29–2026-08-28 vs ^GSPC, rf 0ours -15.52% on the same window — agreesPortfoliosLab — ULTY risk & return | 7PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 22.08% — PortfoliosLab, 1 yearPortfoliosLab — ULTY risk & returnvolatility 26.64% — ours, 3y annualised | −26.84%2025-02-18 → 2025-04-08 · 49d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-02-29 → 2026-08-28 |
| QQQY | Defiance Nasdaq 100 Weekly Distribution ETF | 0.70% | Cash Flow | 24.97% | 1.01% | LIKELY‑ROCdist 33.6% vs total return 21.6% (1y) | 0.89PortfoliosLab · 2023-09-14–2026-08-28 vs ^GSPC, rf 0M1 1.02 — M1 publishes no window for this figureours 0.88 on the same window — agreesPortfoliosLab — QQQY risk & return | -1.23%PortfoliosLab · 2023-09-14–2026-08-28 vs ^GSPC, rf 0ours -1.28% on the same window — agreesPortfoliosLab — QQQY risk & return | 55PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 17.77% — PortfoliosLab, 1 yearPortfoliosLab — QQQY risk & returnvolatility 15.73% — ours, 3y annualised | −19.05%2024-12-16 → 2025-04-10 · 115d; back to the peak 2025-07-14 (95d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2023-09-14 → 2026-08-28 |
| WDTE | Defiance S&P 500 Weekly Distribution ETF | 0.70% | Cash Flow | 24.79% | 1.03% | LIKELY‑ROCdist 33.3% vs total return 15.3% (1y) | 0.67PortfoliosLab · 2023-09-19–2026-08-28 vs ^GSPC, rf 0ours 0.67 on the same window — agreesPortfoliosLab — WDTE risk & return | 0.98%PortfoliosLab · 2023-09-19–2026-08-28 vs ^GSPC, rf 0ours 0.55% on the same window — agreesPortfoliosLab — WDTE risk & return | 69PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 11.33% — PortfoliosLab, 1 yearPortfoliosLab — WDTE risk & returnvolatility 11.38% — ours, 3y annualised | −15.84%2025-02-19 → 2025-04-10 · 50d; back to the peak 2025-07-03 (84d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2023-09-19 → 2026-08-28 |
| FRA | Blackrock Floating Rate Income Strategies Fund | 0.65% | Bedrock | 14.17% | n/a | LIKELY‑ROCdist 15.7% vs total return -8.7% (1y) | 0.41PortfoliosLab · 2003-10-29–2026-08-28 vs ^GSPC, rf 0ours 0.41 on the same window — agreesPortfoliosLab — FRA risk & return | 2.18%PortfoliosLab · 2003-10-29–2026-08-28 vs ^GSPC, rf 0ours 2.15% on the same window — agreesPortfoliosLab — FRA risk & return | 1PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.33% — PortfoliosLab, 1 yearPortfoliosLab — FRA risk & returnvolatility 12.10% — ours, 3y annualised | −18.77%2024-12-16 → 2025-04-07 · 112d; back to the peak 2025-08-26 (141d later)PortfoliosLab -18.77% — also 3 years2023-08-29 → 2026-08-28 |
| PFN | PIMCO Income Strategy Fund II | 0.65% | Cash Flow | 13.59% | n/a | LIKELY‑ROCdist 14.9% vs total return -7.0% (1y) | 0.50PortfoliosLab · 2004-10-27–2026-08-28 vs ^GSPC, rf 0ours 0.50 on the same window — agreesPortfoliosLab — PFN risk & return | 2.59%PortfoliosLab · 2004-10-27–2026-08-28 vs ^GSPC, rf 0ours 2.37% on the same window — agreesPortfoliosLab — PFN risk & return | 8PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.55% — PortfoliosLab, 1 yearPortfoliosLab — PFN risk & returnvolatility 11.36% — ours, 3y annualised | −11.12%2023-09-05 → 2023-10-26 · 51d; back to the peak 2023-11-16 (21d later)PortfoliosLab -11.12% — also 3 years2023-08-29 → 2026-08-28 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.65% | Cash Flow | 10.84% | 0.35% | EARNED | 0.94PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0M1 0.83 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — JEPQ risk & return | 2.02%PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0ours 2.18% on the same window — agreesPortfoliosLab — JEPQ risk & return | 60PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.65% — PortfoliosLab, 1 yearPortfoliosLab — JEPQ risk & returnvolatility 15.67% — ours, 3y annualised | −20.07%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-08 (122d later)PortfoliosLab -20.07% — also 3 years2023-08-29 → 2026-08-28 |
| QQQI | NEOS Nasdaq 100 High Income ETF | 0.65% | Cash Flow | 0.09% | 0.68% | EARNED | 1.08PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 1.08 on the same window — agreesPortfoliosLab — QQQI risk & return | -0.78%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.68% on the same window — agreesPortfoliosLab — QQQI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.42% — PortfoliosLab, 1 yearPortfoliosLab — QQQI risk & returnvolatility 17.64% — ours, 3y annualised | −20.00%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 |
| IWMI | NEOS Russell 2000 High Income ETF | 0.65% | Cash Flow | 4.33% | 0.68% | EARNED | 0.93PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — IWMI risk & return | 2.27%PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0ours 2.46% on the same window — agreesPortfoliosLab — IWMI risk & return | 78PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.92% — PortfoliosLab, 1 yearPortfoliosLab — IWMI risk & returnvolatility 17.45% — ours, 3y annualised | −23.88%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-09-04 (149d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-25 → 2026-08-28 |
| STRC | Strategy Inc | 0.65% | Cash Flow | 12.07% | n/a | EARNED | 0.60PortfoliosLab · 2025-07-30–2026-08-28 vs ^GSPC, rf 0ours 0.59 on the same window — agreesPortfoliosLab — STRC risk & return | 7.30%PortfoliosLab · 2025-07-30–2026-08-28 vs ^GSPC, rf 0ours 5.59% on the same window — agreesPortfoliosLab — STRC risk & return | 66PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 22.34% — PortfoliosLab, 1 yearPortfoliosLab — STRC risk & returnvolatility 21.78% — ours, 3y annualised | −24.27%2026-05-26 → 2026-06-26 · 31d; back to the peak 2026-08-24 (59d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2025-07-30 → 2026-08-28 |
| QQQH | NEOS Nasdaq-100 Hedged Equity Income ETF | 0.65% | Cash Flow | 8.98% | 0.68% | EARNED | 0.48PortfoliosLab · 2019-12-20–2026-08-28 vs ^GSPC, rf 0ours 0.48 on the same window — agreesPortfoliosLab — QQQH risk & return | 3.23%PortfoliosLab · 2019-12-20–2026-08-28 vs ^GSPC, rf 0⚠ ours 12.55% on the SAME window (spread 9.31 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — QQQH risk & return | 43PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 11.48% — PortfoliosLab, 1 yearPortfoliosLab — QQQH risk & returnvolatility 13.24% — ours, 3y annualised | −15.18%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab -15.18% — also 3 yearsmeasured after excluding 2024-06-03 (declared-corrupt bar, config/plex-bad-bars.json); no value substituted2023-08-29 → 2026-08-28 |
| YMAX | YieldMax Universe Fund of Option Income ETFs | 0.35% | Hedge | 37.74% | 1.33% | LIKELY‑ROCdist 63.2% vs total return -1.7% (1y) | 1.29PortfoliosLab · 2024-01-17–2026-08-28 vs ^GSPC, rf 0M1 1.43 — M1 publishes no window for this figureours 1.29 on the same window — agreesPortfoliosLab — YMAX risk & return | -8.82%PortfoliosLab · 2024-01-17–2026-08-28 vs ^GSPC, rf 0ours -9.50% on the same window — agreesPortfoliosLab — YMAX risk & return | 11PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 24.17% — PortfoliosLab, 1 yearPortfoliosLab — YMAX risk & returnvolatility 23.34% — ours, 3y annualised | −26.14%2025-10-08 → 2026-03-30 · 173d; never recovered to that peakPortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-17 → 2026-08-28 |
| AMZY | YieldMax AMZN Option Income Strategy ETF | 0.35% | Hedge | 19.49% | 1.09% | LIKELY‑ROCdist 49.7% vs total return 9.7% (1y) | 1.10PortfoliosLab · 2023-07-25–2026-08-28 vs ^GSPC, rf 0M1 1.12 — M1 publishes no window for this figureours 1.10 on the same window — agreesPortfoliosLab — AMZY risk & return | 4.65%PortfoliosLab · 2023-07-25–2026-08-28 vs ^GSPC, rf 0ours 4.86% on the same window — agreesPortfoliosLab — AMZY risk & return | 20PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 27.28% — PortfoliosLab, 1 yearPortfoliosLab — AMZY risk & returnvolatility 25.70% — ours, 3y annualised | −23.69%2025-02-04 → 2025-04-21 · 76d; back to the peak 2025-07-21 (91d later)PortfoliosLab -23.70% — also 3 years2023-08-29 → 2026-08-28 |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| JAAA | Janus Henderson AAA CLO ETF | 11.05% | Bedrock | 5.34% | 0.20% | EARNED | 0.02PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0M1 0.04 — M1 publishes no window for this figureours 0.02 on the same window — agreesPortfoliosLab — JAAA risk & return | 4.33%PortfoliosLab · 2020-10-19–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — JAAA risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.77% — PortfoliosLab, 1 yearPortfoliosLab — JAAA risk & returnvolatility 1.25% — ours, 3y annualised | −1.46%2025-04-02 → 2025-04-10 · 8d; back to the peak 2025-04-29 (19d later)PortfoliosLab -1.46% — also 3 years2023-08-29 → 2026-08-28 |
| CLOI | VanEck CLO ETF | 10.40% | Cash Flow | 5.19% | 0.36% | EARNED | 0.04PortfoliosLab · 2022-06-23–2026-08-28 vs ^GSPC, rf 0M1 0.03 — M1 publishes no window for this figureours 0.04 on the same window — agreesPortfoliosLab — CLOI risk & return | 6.23%PortfoliosLab · 2022-06-23–2026-08-28 vs ^GSPC, rf 0ours 5.93% on the same window — agreesPortfoliosLab — CLOI risk & return | 98PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.95% — PortfoliosLab, 1 yearPortfoliosLab — CLOI risk & returnvolatility 2.62% — ours, 3y annualised | −3.25%2025-04-01 → 2025-04-04 · 3d; back to the peak 2025-05-02 (28d later)PortfoliosLab -3.25% — also 3 years2023-08-29 → 2026-08-28 |
| SEIX | Virtus Seix Senior Loan ETF | 9.10% | Bedrock | 7.06% | 0.57% | MIXED | 0.04PortfoliosLab · 2019-04-25–2026-08-28 vs ^GSPC, rf 0ours 0.04 on the same window — agreesPortfoliosLab — SEIX risk & return | 4.96%PortfoliosLab · 2019-04-25–2026-08-28 vs ^GSPC, rf 0ours 4.81% on the same window — agreesPortfoliosLab — SEIX risk & return | 97PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 1.63% — PortfoliosLab, 1 yearPortfoliosLab — SEIX risk & returnvolatility 2.32% — ours, 3y annualised | −3.01%2025-02-24 → 2025-04-08 · 43d; back to the peak 2025-05-15 (37d later)PortfoliosLab -3.01% — also 3 years2023-08-29 → 2026-08-28 |
| LQDW | iShares Investment Grade Corporate Bond BuyWri | 7.00% | Bedrock | 10.35% | 0.34% | LIKELY‑ROCdist 13.7% vs total return 0.2% (1y) | 0.14PortfoliosLab · 2022-08-22–2026-08-28 vs ^GSPC, rf 0M1 0.26 — M1 publishes no window for this figureours 0.14 on the same window — agreesPortfoliosLab — LQDW risk & return | 0.23%PortfoliosLab · 2022-08-22–2026-08-28 vs ^GSPC, rf 0ours 0.15% on the same window — agreesPortfoliosLab — LQDW risk & return | 37PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 3.97% — PortfoliosLab, 1 yearPortfoliosLab — LQDW risk & returnvolatility 4.59% — ours, 3y annualised | −5.01%2023-09-18 → 2023-10-19 · 31d; back to the peak 2024-03-22 (155d later)PortfoliosLab -5.01% — also 3 years2023-08-29 → 2026-08-28 |
| QDTE | Roundhill ETF Trust Roundhill Nasdaq-100 0DTE | 7.00% | Hedge | 7.29% | 0.96% | LIKELY‑ROCdist 43.3% vs total return 24.1% (1y) | 1.11PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0M1 1.29 — M1 publishes no window for this figureours 1.11 on the same window — agreesPortfoliosLab — QDTE risk & return | 0.89%PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0ours 0.99% on the same window — agreesPortfoliosLab — QDTE risk & return | 57PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.11% — PortfoliosLab, 1 yearPortfoliosLab — QDTE risk & returnvolatility 19.04% — ours, 3y annualised | −22.86%2025-02-19 → 2025-04-21 · 61d; back to the peak 2025-07-17 (87d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-03-07 → 2026-08-28 |
| DNP | DNP Select Income Fund Inc. | 5.85% | Bedrock | 8.15% | n/a | LIKELY‑ROCdist 8.9% vs total return 2.6% (1y) | 0.38PortfoliosLab · 1987-01-21–2026-08-28 vs ^GSPC, rf 0M1 0.34 — M1 publishes no window for this figureours 0.38 on the same window — agreesPortfoliosLab — DNP risk & return | 4.00%PortfoliosLab · 1987-01-21–2026-08-28 vs ^GSPC, rf 0⚠ ours 6.23% on the SAME window (spread 2.24 vs a tolerance of 2.0) — a real disagreement, unresolvedPortfoliosLab — DNP risk & return | 90PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 10.10% — PortfoliosLab, 1 yearPortfoliosLab — DNP risk & returnvolatility 14.47% — ours, 3y annualised | −16.21%2023-08-30 → 2023-12-20 · 112d; back to the peak 2024-08-23 (247d later)PortfoliosLab -16.21% — also 3 years2023-08-29 → 2026-08-28 |
| UTF | Cohen & Steers Infrastructure Fund Inc | 5.85% | Bedrock | 7.87% | n/a | EARNED | 0.83PortfoliosLab · 2004-05-11–2026-08-28 vs ^GSPC, rf 0ours 0.83 on the same window — agreesPortfoliosLab — UTF risk & return | 4.67%PortfoliosLab · 2004-05-11–2026-08-28 vs ^GSPC, rf 0ours 4.24% on the same window — agreesPortfoliosLab — UTF risk & return | 70PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.34% — PortfoliosLab, 1 yearPortfoliosLab — UTF risk & returnvolatility 16.22% — ours, 3y annualised | −15.01%2023-09-01 → 2023-10-05 · 34d; back to the peak 2023-11-30 (56d later)PortfoliosLab -15.00% — also 3 years2023-08-29 → 2026-08-28 |
| CII | BlackRock Enhanced Large Cap Core Fund Inc. | 5.60% | Cash Flow | 7.01% | n/a | EARNED | 0.84PortfoliosLab · 2004-05-26–2026-08-28 vs ^GSPC, rf 0ours 0.83 on the same window — agreesPortfoliosLab — CII risk & return | 3.52%PortfoliosLab · 2004-05-26–2026-08-28 vs ^GSPC, rf 0ours 3.41% on the same window — agreesPortfoliosLab — CII risk & return | 87PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 17.12% — PortfoliosLab, 1 yearPortfoliosLab — CII risk & returnvolatility 16.42% — ours, 3y annualised | −21.05%2025-02-18 → 2025-04-07 · 48d; back to the peak 2025-06-06 (60d later)PortfoliosLab -21.05% — also 3 years2023-08-29 → 2026-08-28 |
| IGLD | FT Vest Gold Strategy Target Income ETF | 5.20% | Cash Flow | 21.58% | 0.85% | LIKELY‑ROCdist 25.6% vs total return 1.2% (1y) | 0.14PortfoliosLab · 2021-03-03–2026-08-28 vs ^GSPC, rf 0ours 0.14 on the same window — agreesPortfoliosLab — IGLD risk & return | 12.30%PortfoliosLab · 2021-03-03–2026-08-28 vs ^GSPC, rf 0ours 12.40% on the same window — agreesPortfoliosLab — IGLD risk & return | 30PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 25.80% — PortfoliosLab, 1 yearPortfoliosLab — IGLD risk & returnvolatility 18.02% — ours, 3y annualised | −23.84%2026-03-02 → 2026-06-24 · 114d; never recovered to that peakPortfoliosLab -23.84% — also 3 years2023-08-29 → 2026-08-28 |
| SPYI | NEOS S&P 500 High Income ETF | 5.20% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 |
| BCAT | BlackRock Capital Allocation Term Trust of Ben | 4.90% | Cash Flow | 21.86% | n/a | LIKELY‑ROCdist 24.8% vs total return 12.7% (1y) | 0.61PortfoliosLab · 2020-09-25–2026-08-28 vs ^GSPC, rf 0ours 0.61 on the same window — agreesPortfoliosLab — BCAT risk & return | 0.78%PortfoliosLab · 2020-09-25–2026-08-28 vs ^GSPC, rf 0ours 0.94% on the same window — agreesPortfoliosLab — BCAT risk & return | 95PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.19% — PortfoliosLab, 1 yearPortfoliosLab — BCAT risk & returnvolatility 13.68% — ours, 3y annualised | −13.69%2025-02-13 → 2025-04-07 · 53d; back to the peak 2025-05-12 (35d later)PortfoliosLab -13.69% — also 3 years2023-08-29 → 2026-08-28 |
| FEPI | REX FANG & Innovation Equity Premium Income ET | 4.55% | Cash Flow | 0.06% | 0.65% | LIKELY‑ROCdist 24.2% vs total return 16.8% (1y) | 1.14PortfoliosLab · 2023-10-11–2026-08-28 vs ^GSPC, rf 0M1 1.10 — M1 publishes no window for this figureours 1.14 on the same window — agreesPortfoliosLab — FEPI risk & return | -4.55%PortfoliosLab · 2023-10-11–2026-08-28 vs ^GSPC, rf 0ours -4.42% on the same window — agreesPortfoliosLab — FEPI risk & return | 33PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 19.55% — PortfoliosLab, 1 yearPortfoliosLab — FEPI risk & returnvolatility 19.51% — ours, 3y annualised | −23.56%2024-12-06 → 2025-04-08 · 123d; back to the peak 2025-06-30 (83d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2023-10-11 → 2026-08-28 |
| XPAY | Roundhill S&P 500 Target 20 Managed Distributi | 3.90% | Cash Flow | 5.09% | 0.49% | LIKELY‑ROCdist 22.7% vs total return 15.3% (1y) | 0.98PortfoliosLab · 2024-10-31–2026-08-28 vs ^GSPC, rf 0ours 0.98 on the same window — agreesPortfoliosLab — XPAY risk & return | 0.99%PortfoliosLab · 2024-10-31–2026-08-28 vs ^GSPC, rf 0ours 0.82% on the same window — agreesPortfoliosLab — XPAY risk & return | 63PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 12.59% — PortfoliosLab, 1 yearPortfoliosLab — XPAY risk & returnvolatility 16.31% — ours, 3y annualised | −18.20%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-26 (79d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-10-31 → 2026-08-28 |
| IWMI | NEOS Russell 2000 High Income ETF | 3.90% | Cash Flow | 4.33% | 0.68% | EARNED | 0.93PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — IWMI risk & return | 2.27%PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0ours 2.46% on the same window — agreesPortfoliosLab — IWMI risk & return | 78PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.92% — PortfoliosLab, 1 yearPortfoliosLab — IWMI risk & returnvolatility 17.45% — ours, 3y annualised | −23.88%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-09-04 (149d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-25 → 2026-08-28 |
| PDI | PIMCO Dynamic Income Fund | 2.10% | Cash Flow | 18.38% | n/a | LIKELY‑ROCdist 20.3% vs total return -17.0% (1y) | 0.55PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0M1 0.60 — M1 publishes no window for this figureours 0.55 on the same window — agreesPortfoliosLab — PDI risk & return | 3.09%PortfoliosLab · 2012-05-25–2026-08-28 vs ^GSPC, rf 0ours 3.10% on the same window — agreesPortfoliosLab — PDI risk & return | 14PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 12.53% — PortfoliosLab, 1 yearPortfoliosLab — PDI risk & returnvolatility 14.47% — ours, 3y annualised | −14.43%2025-03-21 → 2025-04-07 · 17d; back to the peak 2025-07-10 (94d later)PortfoliosLab -14.43% — also 3 years2023-08-29 → 2026-08-28 |
| XDTE | Roundhill S&P 500 0DTE Covered Call Strategy E | 1.75% | Hedge | 4.56% | 0.97% | LIKELY‑ROCdist 30.6% vs total return 15.9% (1y) | 0.84PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0M1 0.97 — M1 publishes no window for this figureours 0.84 on the same window — agreesPortfoliosLab — XDTE risk & return | 1.68%PortfoliosLab · 2024-03-07–2026-08-28 vs ^GSPC, rf 0ours 1.77% on the same window — agreesPortfoliosLab — XDTE risk & return | 67PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 11.84% — PortfoliosLab, 1 yearPortfoliosLab — XDTE risk & returnvolatility 13.73% — ours, 3y annualised | −19.09%2025-02-19 → 2025-04-21 · 61d; back to the peak 2025-07-25 (95d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-03-07 → 2026-08-28 |
| RDTE | Roundhill Russell 2000 0DTE Covered Call Strat | 1.75% | Hedge | 8.67% | 0.97% | LIKELY‑ROCdist 44.5% vs total return 15.4% (1y) | 0.94PortfoliosLab · 2024-09-10–2026-08-28 vs ^GSPC, rf 0M1 1.15 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — RDTE risk & return | 2.31%PortfoliosLab · 2024-09-10–2026-08-28 vs ^GSPC, rf 0ours 2.76% on the same window — agreesPortfoliosLab — RDTE risk & return | 64PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.79% — PortfoliosLab, 1 yearPortfoliosLab — RDTE risk & returnvolatility 18.73% — ours, 3y annualised | −24.32%2024-12-02 → 2025-04-10 · 129d; back to the peak 2025-09-08 (151d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-09-10 → 2026-08-28 |
| YMAG | YieldMax Magnificent 7 Fund of Option Income E | 1.75% | Hedge | 40.41% | 1.34% | LIKELY‑ROCdist 48.6% vs total return 11.9% (1y) | 1.19PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 1.24 — M1 publishes no window for this figureours 1.19 on the same window — agreesPortfoliosLab — YMAG risk & return | -0.55%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.16% on the same window — agreesPortfoliosLab — YMAG risk & return | 27PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.21% — PortfoliosLab, 1 yearPortfoliosLab — YMAG risk & returnvolatility 21.00% — ours, 3y annualised | −25.96%2024-12-17 → 2025-04-08 · 112d; back to the peak 2025-07-23 (106d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 |
| AIPI | REX AI Equity Premium Income ETF | 1.75% | Cash Flow | 33.48% | 0.65% | LIKELY‑ROCdist 33.5% vs total return 23.6% (1y) | 1.16PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0M1 1.09 — M1 publishes no window for this figureours 1.16 on the same window — agreesPortfoliosLab — AIPI risk & return | 0.79%PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0ours 0.70% on the same window — agreesPortfoliosLab — AIPI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.82% — PortfoliosLab, 1 yearPortfoliosLab — AIPI risk & returnvolatility 21.57% — ours, 3y annualised | −25.25%2025-02-18 → 2025-04-08 · 49d; back to the peak 2025-07-09 (92d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-04 → 2026-08-28 |
| EIC | Eagle Point Income Company of Beneficial Inter | 1.40% | Cash Flow | 14.33% | n/a | LIKELY‑ROCdist 19.0% vs total return -23.2% (1y) | 0.51PortfoliosLab · 2019-07-24–2026-08-28 vs ^GSPC, rf 0ours 0.51 on the same window — agreesPortfoliosLab — EIC risk & return | 2.09%PortfoliosLab · 2019-07-24–2026-08-28 vs ^GSPC, rf 0ours 2.07% on the same window — agreesPortfoliosLab — EIC risk & return | 13PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 18.19% — PortfoliosLab, 1 yearPortfoliosLab — EIC risk & returnvolatility 19.11% — ours, 3y annualised | −34.06%2025-02-12 → 2026-03-30 · 411d; never recovered to that peakPortfoliosLab -34.06% — also 3 years2023-08-29 → 2026-08-28 |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| QQQI | NEOS Nasdaq 100 High Income ETF | 20.1–20.2%range — value cut off in the photo (±0.07pp; midpoint 20.14% used for the engines) | Cash Flow | 0.09% | 0.68% | EARNED | 1.08PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 1.08 on the same window — agreesPortfoliosLab — QQQI risk & return | -0.78%PortfoliosLab · 2024-01-30–2026-08-28 vs ^GSPC, rf 0ours -0.68% on the same window — agreesPortfoliosLab — QQQI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 16.42% — PortfoliosLab, 1 yearPortfoliosLab — QQQI risk & returnvolatility 17.64% — ours, 3y annualised | −20.00%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-24 (77d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-01-30 → 2026-08-28 |
| NEAR | BlackRock Short Maturity Bond ETF | 19.9–20.0%range — value cut off in the photo (±0.07pp; midpoint 19.96% used for the engines) | Bedrock | 4.44% | 0.25% | LIKELY‑ROCdist 4.9% vs total return 1.7% (1y) | 0.01PortfoliosLab · 2013-09-26–2026-08-28 vs ^GSPC, rf 0ours 0.01 on the same window — agreesPortfoliosLab — NEAR risk & return | 2.35%PortfoliosLab · 2013-09-26–2026-08-28 vs ^GSPC, rf 0ours 2.34% on the same window — agreesPortfoliosLab — NEAR risk & return | 87PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 1.28% — PortfoliosLab, 1 yearPortfoliosLab — NEAR risk & returnvolatility 1.68% — ours, 3y annualised | −1.16%2025-04-03 → 2025-04-11 · 8d; back to the peak 2025-04-29 (18d later)PortfoliosLab -1.16% — also 3 years2023-08-29 → 2026-08-28 |
| ICSH | BlackRock Ultra Short-Term Bond ETF | 19.9–20.0%range — value cut off in the photo (±0.07pp; midpoint 19.96% used for the engines) | Bedrock | 4.20% | 0.08% | MIXED | 0.01PortfoliosLab · 2013-12-13–2026-08-28 vs ^GSPC, rf 0M1 0.01 — M1 publishes no window for this figureours 0.01 on the same window — agreesPortfoliosLab — ICSH risk & return | 2.22%PortfoliosLab · 2013-12-13–2026-08-28 vs ^GSPC, rf 0ours 2.22% on the same window — agreesPortfoliosLab — ICSH risk & return | 99PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.42% — PortfoliosLab, 1 yearPortfoliosLab — ICSH risk & returnvolatility 0.45% — ours, 3y annualised | −0.10%2026-06-16 → 2026-06-17 · 1d; back to the peak 2026-06-24 (7d later)PortfoliosLab -0.10% — also 3 years2023-08-29 → 2026-08-28 |
| TBIL | F/m US Treasury 3 Month Bill Fund | 19.9–20.0%range — value cut off in the photo (±0.07pp; midpoint 19.96% used for the engines) | Bedrock | 4.00% | 0.15% | EARNED | 0.00PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0M1 0.00 — M1 publishes no window for this figureours 0.00 on the same window — agreesPortfoliosLab — TBIL risk & return | 4.49%PortfoliosLab · 2022-08-09–2026-08-28 vs ^GSPC, rf 0ours 4.50% on the same window — agreesPortfoliosLab — TBIL risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.28% — PortfoliosLab, 1 yearPortfoliosLab — TBIL risk & returnvolatility 0.31% — ours, 3y annualised | −0.02%2024-08-02 → 2024-08-05 · 3d; back to the peak 2024-08-06 (1d later)PortfoliosLab -0.02% — also 3 years2023-08-29 → 2026-08-28 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 19.9–20.0%range — value cut off in the photo (±0.07pp; midpoint 19.96% used for the engines) | Bedrock | 3.74% | 0.09% | EARNED | -0.00PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0M1 0.01 — M1 publishes no window for this figureours -0.00 on the same window — agreesPortfoliosLab — SGOV risk & return | 2.98%PortfoliosLab · 2020-05-28–2026-08-28 vs ^GSPC, rf 0ours 2.99% on the same window — agreesPortfoliosLab — SGOV risk & return | 100PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 0.18% — PortfoliosLab, 1 yearPortfoliosLab — SGOV risk & returnvolatility 0.22% — ours, 3y annualised | −0.01%2024-11-08 → 2024-11-11 · 3d; back to the peak 2024-11-12 (1d later)PortfoliosLab -0.01% — also 3 years2023-08-29 → 2026-08-28 |
| Ticker | Fund | Wt | Bucket | Yield | Expense | Income quality | BetaPortfoliosLab · M1 | AlphaPortfoliosLab, annualised | Risk / Return RankPortfoliosLab, 1y percentile | Max drawdownours, with timing |
|---|---|---|---|---|---|---|---|---|---|---|
| QQQY | Defiance Nasdaq 100 Weekly Distribution ETF | 9.75% | Cash Flow | 24.97% | 1.01% | LIKELY‑ROCdist 33.6% vs total return 21.6% (1y) | 0.89PortfoliosLab · 2023-09-14–2026-08-28 vs ^GSPC, rf 0M1 1.02 — M1 publishes no window for this figureours 0.88 on the same window — agreesPortfoliosLab — QQQY risk & return | -1.23%PortfoliosLab · 2023-09-14–2026-08-28 vs ^GSPC, rf 0ours -1.28% on the same window — agreesPortfoliosLab — QQQY risk & return | 55PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 17.77% — PortfoliosLab, 1 yearPortfoliosLab — QQQY risk & returnvolatility 15.73% — ours, 3y annualised | −19.05%2024-12-16 → 2025-04-10 · 115d; back to the peak 2025-07-14 (95d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2023-09-14 → 2026-08-28 |
| FRA | Blackrock Floating Rate Income Strategies Fund | 7.80% | Bedrock | 14.17% | n/a | LIKELY‑ROCdist 15.7% vs total return -8.7% (1y) | 0.41PortfoliosLab · 2003-10-29–2026-08-28 vs ^GSPC, rf 0ours 0.41 on the same window — agreesPortfoliosLab — FRA risk & return | 2.18%PortfoliosLab · 2003-10-29–2026-08-28 vs ^GSPC, rf 0ours 2.15% on the same window — agreesPortfoliosLab — FRA risk & return | 1PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.33% — PortfoliosLab, 1 yearPortfoliosLab — FRA risk & returnvolatility 12.10% — ours, 3y annualised | −18.77%2024-12-16 → 2025-04-07 · 112d; back to the peak 2025-08-26 (141d later)PortfoliosLab -18.77% — also 3 years2023-08-29 → 2026-08-28 |
| IWMI | NEOS Russell 2000 High Income ETF | 7.80% | Cash Flow | 4.33% | 0.68% | EARNED | 0.93PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0M1 0.94 — M1 publishes no window for this figureours 0.93 on the same window — agreesPortfoliosLab — IWMI risk & return | 2.27%PortfoliosLab · 2024-06-25–2026-08-28 vs ^GSPC, rf 0ours 2.46% on the same window — agreesPortfoliosLab — IWMI risk & return | 78PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.92% — PortfoliosLab, 1 yearPortfoliosLab — IWMI risk & returnvolatility 17.45% — ours, 3y annualised | −23.88%2024-11-29 → 2025-04-08 · 130d; back to the peak 2025-09-04 (149d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-25 → 2026-08-28 |
| AIPI | REX AI Equity Premium Income ETF | 7.80% | Cash Flow | 33.48% | 0.65% | LIKELY‑ROCdist 33.5% vs total return 23.6% (1y) | 1.16PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0M1 1.09 — M1 publishes no window for this figureours 1.16 on the same window — agreesPortfoliosLab — AIPI risk & return | 0.79%PortfoliosLab · 2024-06-04–2026-08-28 vs ^GSPC, rf 0ours 0.70% on the same window — agreesPortfoliosLab — AIPI risk & return | 47PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 18.82% — PortfoliosLab, 1 yearPortfoliosLab — AIPI risk & returnvolatility 21.57% — ours, 3y annualised | −25.25%2025-02-18 → 2025-04-08 · 49d; back to the peak 2025-07-09 (92d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2024-06-04 → 2026-08-28 |
| FEPI | REX FANG & Innovation Equity Premium Income ET | 7.80% | Cash Flow | 0.06% | 0.65% | LIKELY‑ROCdist 24.2% vs total return 16.8% (1y) | 1.14PortfoliosLab · 2023-10-11–2026-08-28 vs ^GSPC, rf 0M1 1.10 — M1 publishes no window for this figureours 1.14 on the same window — agreesPortfoliosLab — FEPI risk & return | -4.55%PortfoliosLab · 2023-10-11–2026-08-28 vs ^GSPC, rf 0ours -4.42% on the same window — agreesPortfoliosLab — FEPI risk & return | 33PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 19.55% — PortfoliosLab, 1 yearPortfoliosLab — FEPI risk & returnvolatility 19.51% — ours, 3y annualised | −23.56%2024-12-06 → 2025-04-08 · 123d; back to the peak 2025-06-30 (83d later)PortfoliosLab publishes no 3-year drawdown for this fund — PortfoliosLab carries this security but publishes no value for this metric2023-10-11 → 2026-08-28 |
| JQC | Nuveen Credit Strategies Income Fund Shares of | 6.00% | Cash Flow | 12.72% | n/a | LIKELY‑ROCdist 14.6% vs total return 1.4% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JQC risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JQC risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JQC risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| JFR | Nuveen Floating Rate Income Fund | 5.40% | Bedrock | 12.73% | n/a | LIKELY‑ROCdist 14.5% vs total return 2.4% (1y) | 0.45PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 0.45 on the same window — agreesPortfoliosLab — JFR risk & return | 1.65%PortfoliosLab · 2004-03-25–2026-08-28 vs ^GSPC, rf 0ours 1.70% on the same window — agreesPortfoliosLab — JFR risk & return | 8PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 8.82% — PortfoliosLab, 1 yearPortfoliosLab — JFR risk & returnvolatility 10.94% — ours, 3y annualised | −15.29%2024-12-10 → 2025-04-07 · 118d; back to the peak 2025-07-25 (109d later)PortfoliosLab -15.29% — also 3 years2023-08-29 → 2026-08-28 |
| SPYI | NEOS S&P 500 High Income ETF | 4.80% | Cash Flow | 1.45% | 0.68% | EARNED | 0.77PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0M1 0.71 — M1 publishes no window for this figureours 0.77 on the same window — agreesPortfoliosLab — SPYI risk & return | 1.26%PortfoliosLab · 2022-08-30–2026-08-28 vs ^GSPC, rf 0ours 1.20% on the same window — agreesPortfoliosLab — SPYI risk & return | 71PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 10.64% — PortfoliosLab, 1 yearPortfoliosLab — SPYI risk & returnvolatility 12.57% — ours, 3y annualised | −16.47%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-06-25 (78d later)PortfoliosLab -16.47% — also 3 years2023-08-29 → 2026-08-28 |
| GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETF | 4.20% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 0.63% | 0.29% | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GPIQ risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GPIQ risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GPIQ risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| ARDC | Ares Dynamic Credit Allocation Fund Inc. | 3.60% | Cash Flow | 11.75% | n/a | LIKELY‑ROCdist 13.0% vs total return -8.2% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARDC risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARDC risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ARDC risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| GOF | Guggenheim Strategic Opportunities Fund of Ben | 3.12% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 25.00% | n/a | LIKELY‑ROCdist 27.3% vs total return -30.2% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GOF risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GOF risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GOF risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| SRLN | SPDR Blackstone / GSO Senior Loan ETF | 2.40% | Bedrock | 7.25% | 0.70% | LIKELY‑ROCdist 7.9% vs total return 4.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — SRLN risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| VVR | Invesco Senior Income Trust (DE) | 2.40% | Bedrock | 12.04% | n/a | LIKELY‑ROCdist 15.5% vs total return -1.7% (1y) | 0.39PortfoliosLab · 1998-06-24–2026-08-28 vs ^GSPC, rf 0ours 0.39 on the same window — agreesPortfoliosLab — VVR risk & return | 2.50%PortfoliosLab · 1998-06-24–2026-08-28 vs ^GSPC, rf 0ours 2.50% on the same window — agreesPortfoliosLab — VVR risk & return | 17PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 14.44% — PortfoliosLab, 1 yearPortfoliosLab — VVR risk & returnvolatility 17.00% — ours, 3y annualised | −19.50%2025-02-28 → 2025-04-07 · 38d; never recovered to that peakPortfoliosLab -19.50% — also 3 years2023-08-29 → 2026-08-28 |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 2.34% | Cash Flow | 6.71% | 0.60% | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — QYLD risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — QYLD risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — QYLD risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| AVK | Advent Convertible and Income Fund | 1.95% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 12.16% | n/a | LIKELY‑ROCdist 13.1% vs total return 1.5% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AVK risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AVK risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AVK risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| BGH | Barings Global Short Duration High Yield Fund | 1.95% | Cash Flow | 11.18% | n/a | LIKELY‑ROCdist 11.4% vs total return -4.7% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGH risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGH risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGH risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| KIO | KKR Income Opportunities Fund | 1.95% | Cash Flow | 14.09% | n/a | LIKELY‑ROCdist 15.5% vs total return -5.9% (1y) | 0.45PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0M1 0.56 — M1 publishes no window for this figureours 0.45 on the same window — agreesPortfoliosLab — KIO risk & return | 1.04%PortfoliosLab · 2013-07-26–2026-08-28 vs ^GSPC, rf 0ours 0.75% on the same window — agreesPortfoliosLab — KIO risk & return | 3PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of MUTUALFUND securitiesvolatility 10.37% — PortfoliosLab, 1 yearPortfoliosLab — KIO risk & returnvolatility 11.26% — ours, 3y annualised | −22.83%2024-10-09 → 2025-04-07 · 180d; never recovered to that peakPortfoliosLab -22.85% — also 3 years2023-08-29 → 2026-08-28 |
| TYG | Tortoise Energy Infrastructure Corporation | 1.95% | Bedrock | 14.96% | n/a | LIKELY‑ROCdist 15.4% vs total return 0.7% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TYG risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TYG risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — TYG risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| AWP | abrdn Global Premier Properties Fund of Benefi | 1.95% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 14.15% | n/a | LIKELY‑ROCdist 15.5% vs total return -3.4% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AWP risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AWP risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — AWP risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1.95% | Cash Flow | 10.84% | 0.35% | EARNED | 0.94PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0M1 0.83 — M1 publishes no window for this figureours 0.94 on the same window — agreesPortfoliosLab — JEPQ risk & return | 2.02%PortfoliosLab · 2022-05-04–2026-08-28 vs ^GSPC, rf 0ours 2.18% on the same window — agreesPortfoliosLab — JEPQ risk & return | 60PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of ETF securitiesvolatility 14.65% — PortfoliosLab, 1 yearPortfoliosLab — JEPQ risk & returnvolatility 15.67% — ours, 3y annualised | −20.07%2025-02-19 → 2025-04-08 · 48d; back to the peak 2025-08-08 (122d later)PortfoliosLab -20.07% — also 3 years2023-08-29 → 2026-08-28 |
| BGX | Blackstone Long Short Credit Income Fund | 1.56% | Cash Flow | 9.24% | n/a | LIKELY‑ROCdist 10.0% vs total return -3.3% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGX risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGX risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BGX risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| CHY | Calamos Convertible and High Income Fund | 1.56% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 10.24% | n/a | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — CHY risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — CHY risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — CHY risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| JPC | Nuveen Preferred & Income Opportunities Fund | 1.56% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 10.85% | n/a | LIKELY‑ROCdist 12.4% vs total return -9.5% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JPC risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JPC risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — JPC risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| NCV | Virtus Convertible & Income Fund of Beneficial | 1.56% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 10.78% | n/a | MIXED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — NCV risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — NCV risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — NCV risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| FPF | First Trust Intermediate Duration Preferred & | 1.17% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 10.40% | n/a | LIKELY‑ROCdist 11.4% vs total return -8.3% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — FPF risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — FPF risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — FPF risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| HPS | John Hancock Preferred Income Fund III Preferr | 1.17% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 10.86% | n/a | LIKELY‑ROCdist 12.0% vs total return -16.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — HPS risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — HPS risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — HPS risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| IGD | Voya Global Equity Dividend and Premium Opport | 1.17% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 9.88% | n/a | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — IGD risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — IGD risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — IGD risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| RA | Brookfield Real Assets Income Fund Inc. | 0.78% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 12.20% | n/a | LIKELY‑ROCdist 13.4% vs total return -5.2% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — RA risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — RA risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — RA risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| LDP | Cohen & Steers Limited Duration Preferred and | 0.78% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 8.09% | n/a | LIKELY‑ROCdist 8.9% vs total return -5.3% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — LDP risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — LDP risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — LDP risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| UTG | Reaves Utility Income Fund of Beneficial Inter | 0.39% | Bedrock | 7.14% | n/a | LIKELY‑ROCdist 7.4% vs total return -7.3% (1y) | 0.74PortfoliosLab · 2004-02-25–2026-08-28 vs ^GSPC, rf 0ours 0.74 on the same window — agreesPortfoliosLab — UTG risk & return | 5.32%PortfoliosLab · 2004-02-25–2026-08-28 vs ^GSPC, rf 0ours 5.33% on the same window — agreesPortfoliosLab — UTG risk & return | 51PortfoliosLab · 1 year, rolling; percentile against PortfoliosLab's universe of EQUITY securitiesvolatility 18.37% — PortfoliosLab, 1 yearPortfoliosLab — UTG risk & returnvolatility 17.52% — ours, 3y annualised | −14.95%2024-11-27 → 2025-04-07 · 131d; back to the peak 2025-05-15 (38d later)PortfoliosLab -14.95% — also 3 years2023-08-29 → 2026-08-28 |
| ETV | Eaton Vance Corporation Tax-Managed Buy-Write | 0.39% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 7.98% | n/a | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ETV risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ETV risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ETV risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| GAB | Gabelli Equity Trust Inc. (The) | 0.20% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 11.45% | n/a | LIKELY‑ROCdist 14.5% vs total return -4.9% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GAB risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GAB risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — GAB risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| BTO | John Hancock Financial Opportunities Fund | 0.20% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 7.22% | n/a | EARNED | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BTO risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BTO risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — BTO risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| USA | Liberty All-Star Equity Fund | 0.20% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 11.51% | n/a | LIKELY‑ROCdist 14.6% vs total return 0.7% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — USA risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — USA risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — USA risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| YYY | Amplify High Income ETF | 0.20% | Cash Flow⚠ not classified — no PLEX tier, no name match; shown under the default | 12.83% | 3.23% | LIKELY‑ROCdist 15.2% vs total return -1.6% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — YYY risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — YYY risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — YYY risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
| ASGI | abrdn Global Infrastructure Income Fund of Ben | 0.20% | Bedrock | 13.84% | n/a | LIKELY‑ROCdist 14.7% vs total return 2.8% (1y) | not measurableM1 — not in this run's M1 pullPortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ASGI risk & return | not measurableM1 — M1 publishes no alpha for any security. Established by introspecting M1's own GraphQL schema: a scan of all 1,668 types found Fundamentals.beta as the only per-security risk field.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ASGI risk & return | not measurableM1 — M1 publishes no risk score, rank or rating per security -- same schema scan.PortfoliosLab — not in this run's PortfoliosLab pullOUR OWN RECOMPUTE — our own-window recompute has no record for this symbol (the yfinance venv may be unavailable, or the symbol has no price history)PortfoliosLab — ASGI risk & return | not measurableno 3y measurement for this ticker in data/plex-flow/tier-measurements.json |
Yield = trailing distribution yield from the pricing source (m1_yield_tally). Any single holding printing above a 50% yield is treated as a bad data point and excluded from the portfolio weighted yield rather than silently believed. Expense ratio comes from our screened ETF shortlist first, then the fund data source; where neither publishes it the cell is a dash. Income quality is computed per ticker by m1_distribution_sustainability (trailing-12mo distribution rate vs 1-year total return).
The four risk measures, defined — and who published each one. Joseph, 30 Aug: “Risk factor, alpha and beta should be referenced within existing logins. U have m1, portfoliolabs to access the individual tickers.” So Beta, Alpha and Risk / Return Rank are now the platforms’ own published figures, each linked to the page that publishes it, rather than numbers we computed. Ours are still shown beside them, labelled as ours, with their own windows.
Beta — PortfoliosLab, benchmarkMetrics.beta vs the S&P 500 (^GSPC) over the fund’s full history since inception (their per-symbol route ignores any requested range — “1Y”, “3Y”, “5Y” and “MAX” return byte-identical answers, verified anonymously and signed in). M1 publishes a beta too (Security.fundamentals.beta) and it is shown beside PortfoliosLab’s — but M1 states no window and no benchmark for it, so it is never graded against anything. Inventing a window for M1 so the two could be compared would be manufacturing a basis in order to manufacture a verdict.
Alpha — PortfoliosLab, benchmarkMetrics.alpha, annualised, same benchmark and same full-history window as their beta, at a risk-free rate of 0 (their engine echoes the rate it used, and we check it).
Risk / Return Rank — PortfoliosLab’s own metric, under their own name for it: indicators.combinedRank, a 0–100 percentile over a 1-year rolling window against their universe of same-type securities, blending Sharpe, Sortino, Omega, Calmar and Martin. Higher is better. This retires an interpretation. This column used to render our annualised volatility and say on this page that we had invented the mapping because “risk factor” was never defined. It was defined: it is the Risk / Return column on Joseph’s own reference tab, with his own “≥ 50” rule, and PortfoliosLab publishes exactly that number. Both volatilities — PortfoliosLab’s 1-year and our 3-year — are still printed in that cell, each labelled with its own window. They are two valid measurements of different periods and are never merged into one figure.
Max drawdown — ours, deliberately, because it is the only one of the four that carries the drawdown’s timing; PortfoliosLab publishes a bare percentage. Swapping a richer measurement for a poorer one just because the poorer one sits on a platform would follow the instruction against its purpose. Their 3-year figure is printed beside ours as the cross-check — and it is the only genuinely matched-basis pair on this table, since both cover three years.
Units were measured, not guessed. PortfoliosLab returns alpha = 0.0433 and, in the same response, a sentence reading “annualized alpha of 4.33%”. We parse their sentence and check it against their JSON for every ticker: 71 of 71 checked, worst disagreement 0.004925pp on alpha and 0.004975 on beta — inside a rounding digit. The build refuses to publish if that check fails. The 1-year window on the rank was measured the same way: indicators.sharpe == indicators.sharpe1Y for all 71 symbol(s) publishing both.
A different window is not a disagreement. Where a platform figure and ours cover different periods, the cell says so and no verdict is given. A verdict appears only where we recomputed on PortfoliosLab’s own window — same benchmark, same risk-free rate, same last bar — and the tolerance for calling it a conflict sits above the error with which our method reproduces theirs. An earlier pass reported 16 “source disagreements” that were entirely their 1-year volatility against our 3-year; fourteen false alarms teach a reader to ignore the real ones.
Missing is missing. Where a platform does not cover a ticker the cell names the platform and the reason. It is never 0, and it never quietly shows our own number wearing the platform’s name.
Platform figures pulled 2026-08-30T15:11:20 — 37 days older than the allocation pull (2026-10-06) via tools/lib_market_metrics.py (the shared provider layer, also used by the portfolio-review and ticker-review sheets, so all three read one code path). Source ranking per Joseph, 30 Aug (“Approved.”): M1 and PortfoliosLab equal first, Charles Schwab second, our own computation last and always labelled as ours — config/plex-data-sources.json.
Our own measures below are over a 3y window from tools/plex_tier_measure.py; each row prints its own first and last bar date, because a holding younger than 3y is measured over the history it actually has and calling that “3y” would be a claim its data cannot support.
Max drawdown — the deepest peak-to-trough fall inside the window, with the peak date, the trough date, the number of days between them, and whether the price ever returned to that peak (and how long it took). A drawdown percentage without its dates is not comparable between two rows.
Basis. PRICE series (yfinance auto_adjust=True) for risk; Yahoo chart v8 close+dividends for erosion. NAV series is NOT available for any of these funds -- every erosion number is a PRICE basis number and is labelled as such. A price-basis figure differing from a total-return-basis figure elsewhere is a BASIS difference, not a source disagreement.
Bad data is excluded, never invented. A window whose series contains a bar declared corrupt in config/plex-bad-bars.json has that bar dropped — nothing is interpolated or substituted — and the cell says so. A window flagged contaminated renders “not measurable” with the reason rather than printing a number that describes a bad print. One vendor bar once produced a −52.73% drawdown that never happened; that is why this rule exists.
Measurements as of 2026-08-30 — 37 days older than the allocation pull (2026-10-06), generated by tools/plex_tier_measure.py.
Nothing on this page is typed in by hand or carried forward from an older run. Every figure below is recomputed from source by the same engines, in the same run, on the date shown.
| Portfolio | Holdings | Where the holdings come from | As of |
|---|---|---|---|
| AI PLEX Recommendation | 15 | data/plex-flow/proposal/recommendation.json -> recommendation_weights (produced by tools/plex_recommendation.py)decoded snapshot | 2026-08-31T18:51:26.713694+00:00— 36 days older than the allocation pull (2026-10-06) |
| Joseph's M1 Freedom Engine | 13 | M1 live pie tree via lib_freedom_engine.freedom_engine_holdings() (read-only; leaf weight = product of slice pcts down the path)LIVE | 2026-10-06 |
| Macarena's Pie | 22 | M1 node(UserPie) read of the pie itself (read-only) — re-read from M1 this runLIVE | 2026-10-06 |
| Julie's Pie | 37 | M1 viewer.sharedPie share-link decode (read-only) — re-read from M1 this runSHARE-LINK SNAPSHOTre-read from M1 this run, but M1 serves the composition captured when the link was created — the pie as shared, not necessarily as it stands now | 2026-10-06 |
| Amir's Pie | 20 | M1 viewer.sharedPie share-link decode (read-only) — re-read from M1 this runSHARE-LINK SNAPSHOTre-read from M1 this run, but M1 serves the composition captured when the link was created — the pie as shared, not necessarily as it stands now | 2026-10-06 |
| Brynn's Pie | 5 | hand transcription of a photograph of an M1 screen (no M1 call, no share token) — the value column is cut off by the frame edgeSCREENSHOThand-transcribed from a photograph of a screen. No M1 call, no share token, no machine-readable payload. The value column is cut off by the frame edge, so the weights are a RANGE (±0.07pp), not a measurement. The date is when the photo arrived — an upper bound on its age, not a reading of it. | 2026-08-30— 37 days older than the allocation pull (2026-10-06) |
| Mason's Pie | 36 | M1 viewer.sharedPie share-link decode (read-only) — re-read from M1 this runSHARE-LINK SNAPSHOTre-read from M1 this run, but M1 serves the composition captured when the link was created — the pie as shared, not necessarily as it stands now | 2026-10-06 |
| Metric on this page | Engine that computes it | Underlying source |
|---|---|---|
| Holdings / weights | lib_freedom_engine (Joseph) · m1_shared_pie_resolve (Julie, Macarena, Amir, Mason) | M1 GraphQL, read-only |
| PLEX bucket per holding | plex_review_analyze.bucket_holdings | the PLEX ticker config tier first, then a keyword match on the fund name; a holding matching neither is marked not classified and carried under the cash-flow default — it is never silently graded |
| Pie structure — sleeve target % | lib_freedom_engine.freedom_engine_sleeves (Joseph) | M1 live pie tree, top-level slice percentage — read-only |
| Pie structure — sleeve actual % | lib_freedom_engine.freedom_engine_sleeves (Joseph) | M1 live pie tree, slice value.total ÷ account total |
| “Behaves like” classification % | plex_review_analyze.bucket_split | our own test of each holding: PLEX tier config, then fund type — an assessment, not the pie’s structure |
| Weighted yield | plex_review_analyze.analyze_yield → m1_yield_tally | market data (trailing distributions) |
| Income quality (EARNED / ROC) | plex_review_analyze.analyze_roc → m1_distribution_sustainability | trailing-12mo distribution rate vs 1y total return |
| Max drawdown / volatility / beta | plex_review_analyze.analyze_drawdown → m1_drawdown_benchmark | 3 years of daily closes vs SPY |
| 3-yr total return (HYPOTHETICAL) | plex_review_analyze.analyze_drawdown | backtest of TODAY’s weights — not a real account |
| Actual account return | M1 account performance (Joseph only) | his real M1 Individual account, time-weighted since funding |
| Fynanc analyzer score 0–10 | fynanc_portfolio_analyzer_call | public PLEX Portfolio Analyzer engine |
| Expense ratio (per ticker) | screened ETF shortlist, then fund data source | published fund expense ratio; dash if unpublished |
M1 pull: 2026-10-06 12:35 UTC — every allocation, value and margin figure on this page comes from that live read. The build refuses to publish if the M1 pull fails or the data is older than 90 minutes, so a stale allocation can never be shown as current.
Two cadences, two dates. The allocation side of this page — holdings, weights, sleeve targets and actuals, account values, margin — is pulled live from M1 on every run and was last pulled 2026-10-06. The market side — trailing yield, expense ratio, income quality, drawdown, volatility, beta, backtested return and the analyzer score — comes from the per-ticker pass, which runs monthly at most, and is from 2026-10-05 (1 day older). Nothing on either side is carried forward without the date it belongs to.
Allocation pass run 2026-10-06; per-ticker market pass 2026-10-05 (carried into this run). Built by tools/plex_compare_refresh.py; machine-readable output data/plex-review/compare-all.json.
tools/plex_compare_refresh.py, through the same engines, so no column is measured on a different day from any other. (That is a statement about the measurement; where the underlying composition itself carries an older vintage — a share-link snapshot — it is called out below and in the “Where Every Number Comes From” table.) Joseph's Freedom Engine column reflects his actual live M1 pie — the 13 leaf holdings walked from M1 that day via lib_freedom_engine.freedom_engine_holdings, each leaf's overall weight being the product of the pie-slice percentages down its path. Julie's Pie and Amir's Pie and Mason's Pie are M1 share-link snapshots: we re-read the link from M1 on every run, but M1 serves the composition it captured when the link was created, so a share column is the pie as shared, not necessarily as it stands today. Macarena's Pie is read straight off the M1 pie object itself (node(UserPie)), which is current. Brynn's Pie is a SCREENSHOT — hand-transcribed from a photograph of a screen, with no M1 call, no share token and no machine-readable payload behind it. Its dollar column is cut off by the edge of the frame, so its weights are an interval (±0.07pp) whose midpoint was fed to the engines, and its date is when the photograph arrived rather than a reading of when the composition was true. It is the weakest source on this page and is labelled as such in every place it appears. The AI Recommendation is a model pie, not an account. Yield, drawdown, volatility, beta and income quality all come from plex_review_analyze; the Fynanc score is from the public Portfolio Analyzer engine. The 3-yr total-return row is a HYPOTHETICAL backtest of today's weights vs SPY — not a real account. In the actual account performance section, the 1-year distribution / price / total-return rows are a live look-through of his current 13 holdings recomputed on 2026-10-05 from the same per-ticker market pass that feeds the table below (so the rows and the roll-up cannot disagree) and the cost-basis row is live from M1; the time-weighted since-inception return comes from a separate M1 account-performance pull (as of 2026-07-19 — 79 days older than the allocation pull (2026-10-06)) and is labelled as such rather than presented as today's number. A weighted expense-ratio figure that previously appeared here was removed: only 13 of the 13 holdings publish a comparable expense ratio, so no honest portfolio-level number could be computed — the per-ticker expense column below shows what each source actually publishes. Every date on this page is either this run's or carries its own as-of plus how many days older it is; the build fails rather than publish an unlabelled one. Bucket classification follows the PLEX config. Educational only — not investment, financial, legal, or tax advice.