Here is an overview of our recent performance, encompassing returns for the prior month, 3-month trailing period, year-to-date, 1-year trailing, 3-year trailing, 5-year trailing, and since inception. All returns are net of fees, reflecting our dedication to transparency and accountability. These figures go beyond mere metrics; they stand as a testament to our unwavering commitment to delivering tangible results.

Each figure reflects our dedication to your financial success. As you explore our trailing returns, remember that your goals drive our decisions. With a portfolio size of $5M AUM, we're honored by the trust our investors have placed in us.

Together, let's uncover the story behind these numbers and navigate a path to prosperity. Your investments are our priority, and we're excited to share this journey with you. Thank you for choosing Diversified Consumer Planning LLC. Your success is our shared achievement.