The SnowX Income™ sample portfolio.
Every fund, what it does, what it pays and what it actually returned. Change the amount to see the income, then load it into the Portfolio Builder and make it yours.
| Fund | Weight | Distribution rate | Total return, 1 yr | Pays | Per month |
|---|---|---|---|---|---|
| US large caps (S&P 500) 30%The core. The 500 largest US companies, with option income on top. | |||||
| TSPYTappAlpha S&P 500 Growth & Daily Income ETFHolds the S&P 500 and sells same-day call options for income. | 15% | 14.19% | 15.02% | Monthly | $1,774 |
| OVLOverlay Shares Large Cap Equity ETFHolds US large caps and adds an options overlay that collects premium. | 15% | 8.38% | 18.40% | Monthly | $1,048 |
| Tech growth (Nasdaq-100) 17%Growth-tilted income from the 100 largest Nasdaq companies. | |||||
| TDAQTappAlpha Innovation 100 Growth & Daily Income ETFHolds the Nasdaq-100 and sells same-day call options for income. | 17% | 17.20% | 18.63% | Monthly | $2,437 |
| Small caps (Russell 2000) 10%Smaller US companies, which often move differently from the giants. | |||||
| IWMINEOS Russell 2000 High Income ETFRussell 2000 exposure with index call options for income. | 10% | 15.12% | 11.39% | Monthly | $1,260 |
| International stocks 10%Developed markets outside the US, for income that does not depend on one economy. | |||||
| OVFOverlay Shares Foreign Equity ETFHolds developed international stocks with an options overlay. | 5% | 11.46% | 16.91% | Monthly | $478 |
| NIHINEOS MSCI EAFE High Income ETFMSCI EAFE exposure (Europe, Australasia, Far East) with call options for income. | 5% | 10.47% | 13.16% | Monthly | $436 |
| Energy infrastructure 12%Pipelines, storage and energy producers. Cash flows tied to energy, not tech. | |||||
| MLPINEOS MLP & Energy Infrastructure High Income ETFMLPs and energy infrastructure with call options for income. Launched Dec 2025. | 4% | 12.62% | Under 1 yr | Monthly | $421 |
| MLPXGlobal X MLP & Energy Infrastructure ETFMLPs and energy infrastructure companies, no options. Lower payout, more growth. | 4% | 4.18% | 29.17% | Quarterly | $139 |
| XLEIEnergy Select Sector SPDR Premium Income ETFS&P 500 energy stocks with options for premium income. | 4% | 17.94% | 49.11% | Monthly | $598 |
| Real estate (REITs) 8%Property owners that pass rent through to shareholders. | |||||
| IYRINEOS Real Estate High Income ETFUS real estate (REIT) exposure with call options for income. | 8% | 11.65% | 1.95% | Monthly | $777 |
| Currency 5%A return source that is not tied to stock prices. | |||||
| FOXYSimplify Currency Strategy ETFA systematic strategy across global currencies. | 5% | 8.71% | 9.47% | Monthly | $363 |
| Cash and T-bills 8%Dry powder. Steady income and money to use when markets fall. | |||||
| SGOViShares 0-3 Month Treasury Bond ETFShort-term US Treasury bills. | 4% | 3.64% | 3.78% | Monthly | $121 |
| CSHINEOS Enhanced Income 1-3 Month T-Bill ETFShort-term Treasury bills plus a small option strategy for extra income. | 4% | 4.83% | 5.12% | Monthly | $161 |
| Total | 100% | 12.0% blended | $10,012 | ||
Distribution rates are trailing 12 months; total return is the last 12 months including distributions. As of Oct 16, 2026. Source: stockanalysis.com, trailing 12-month distributions; fund issuers. Ticker links open each fund's data page.
Make it yours
A sample is a starting point, not your plan. In the Portfolio Builder you can set your own monthly goal, change the weights, drop funds that don't fit and add the ones you already own.
Keep it current
This sample is a snapshot. Funds launch, payouts change, and some funds stop earning their place. SnowX Approved Funds is the living list: every fund that currently passes the 7 tests, distribution rate and total return side by side, and a written note every month on what was added, what was dropped and why.
$9 a month. No contracts. Cancel anytime.
Hypothetical example for education only. This sample is the same for every reader and is not a recommendation to buy or sell any security or a suggestion that it suits you. Distribution rates are trailing 12-month figures and change every month. A distribution rate is not a total return: part of a payout can be return of capital, and a fund can lose value while it pays. Distributions are not guaranteed. Option-income funds can underperform their index in strong markets and can cut or stop their payouts. Past performance does not guarantee future results. SnowX Income or its owner may hold funds shown here.