Strategies | Christmas Corporation

Signature Equity Strategy

The Strategy aims to generate long-term capital appreciation by investing in equities across the U.S. and global stock markets. Exposure: innovation-technology, luxury, and steady growth.

Market	U.S. and Eurozone
No. of Holdings	15 to 25 stocks
Main Sectors	Technology, Luxury, Utilities, Consumer Staples
Inception	January 1, 2016
Annual Return, net of fees	15.6%
Sharpe Ratio	0.76

High Dividend Strategy

The Strategy’s primary objective is to generate income and its secondary objective is to produce growth of capital value and income. The portfolio seeks to produce both better dividend yield and growth versus a traditional 40/60 portfolio.

Market	U.S. and Emerging Market
No. of Holdings	15-20
Main Sectors	Short-Term Bonds, Private Credit, Real Estate, Utilities
Inception	July 1, 2024
Annual Return, net of fees	n.a
Sharpe Ratio	n.a

Christmas Corporation (“Christmas") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training nor does it imply endorsement by The SEC. Please see our Form ADV and other disclosures. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results. Performance results were prepared by Christmas, and have not been reviewed or audited by an independent accountant.

Interactive Brokers (“IBKR”) is the execution broker, clearing broker, and custodian. IBKR is an SEC-registered broker-dealer and member of FINRA/SIPC.

Christmas provides investment advisory and management solely through interactive website or mobile application.