PUBLIC / READ-ONLY PORTFOLIO PLAN

AUL FINANCE FUND

SFF monogram

01 / 23 HOLDINGS. EVERY DOLLAR AT WORK.

Get rich slowly.

A transparent proposed portfolio. All 23 positions are PLANNED—not confirmed purchases. Actual model dollar amounts are intentionally visible.

23 planned holdings and native-currency allocations, with CAD-based weights and model sector insets
Allocation · November 6 model inputs, prepared November 8, 2026. Static illustration, not a verified account. Open full-resolution graphic ↗

02 / MODELED MONTHLY INCOME

Dividends put to work.

Representative monthly distributions in the model—not dividends actually received. Modeled net income is reinvested; neither payments nor yields are guaranteed.

Modeled monthly dividend distributions and reinvestment table; not actual received dividends
The original image says “Dividends received.” That wording describes a model scenario here, NOT verified receipts or a personal payment history. Original model reference, unchanged. Open full-resolution graphic ↗

03 / THE REINVESTMENT MODEL

Reinvest. Accumulate. Compound.

Illustrative five-year paths from the original assumptions—not forecasts, actual performance, or a live track record. Averaging down does not guarantee recovery.

Illustrative bearish, neutral and bullish five-year compounding paths, not actual returns
Five-year scenarios · November 6 inputs, prepared November 8, 2026. Static original model, not refreshed projections. Open full-resolution graphic ↗

04 / THE ASSUMPTIONS IN NUMBERS

The numbers behind the paths.

The original annual scenario tables show the modeled income, reinvestment and capital paths. These are hypothetical outcomes, not realized gains or guaranteed results.

Original annual projection tables for the three hypothetical scenarios
Annual outlook · original November 6 assumptions, prepared November 8, 2026; unchanged illustrations. Open full-resolution graphic ↗

05 / THE BUSINESSES BEHIND THE PLAN

Business-sector exposure

06 / EXPLORE THE PUBLISHED SNAPSHOT

The detail behind the plan

The original reference data, individual planned positions and disclosures are below. This is a read-only personal investing project.

A transparent plan. Not a claimed live track record.

These initial holdings are PLANNED positions from an illustrative model—not confirmed trades or a verified brokerage balance. Portfolio dollar amounts are intentionally visible. This public site has no editor, login, brokerage connection or trading function.

Data & snapshot status

Loading the published snapshot…

Planned model capital

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Positions in published plan

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Not a confirmation of execution

USD → CAD conversion

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Original model reference · Nov 6

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Separate from any observed market valuation

REINVEST. ACCUMULATE. COMPOUND.

The proposed basket

Dollar allocations are shown in their native C$ / US$ currency and on a common CAD basis. Weights are capital-weighted, not returns. Prices, income and recovery are never guaranteed.

Original model notes

Original November 6 model inputs, prepared November 8, 2026. These real-amount graphics are intentionally public. They are static illustrations, not current returns, a verified account, or refreshed forecasts. Dividend reinvestment and modeled scenarios remain illustrative; averaging down does not guarantee recovery.