user-08i4nz

11 portfolios • Best risk-adjusted portfolio: University 27K (1.56 Sharpe, +15.5%/year)

Growth-focused global equity ETF portfolio blending 70% world momentum stocks with emerging markets and small-cap exposure for higher long-term returns.

by user-08i4nz
+12.9%
IS3R70%
IUSN15%
AEEM15%
Exp. Ratio
0.26%
Volatility
17.2%
Sharpe
0.63
DD
32.1%

Global equity ETF portfolio pairing value and momentum factors 50/50 for diversified, factor-driven long-term growth.

by user-08i4nz
+13.0%
IS3R50%
IS3S50%
Exp. Ratio
0.25%
Volatility
16.6%
Sharpe
0.66
DD
32.3%

Value-focused equity ETF portfolio blending 60% global value, 25% US small-cap value, and 15% emerging markets for long-term growth.

by user-08i4nz
+9.8%
IS3S60%
ZPRV25%
AEEM15%
Exp. Ratio
0.26%
Volatility
16.7%
Sharpe
0.47
DD
37.1%

Value-focused global equity ETF portfolio with 85% developed markets and 15% emerging markets exposure for long-term growth.

by user-08i4nz
+17.9%
AVWC85%
AEEM15%
Exp. Ratio
0.22%
Volatility
14.1%
Sharpe
1.13
DD
21.1%

Global equity ETF portfolio with 70% developed markets, 15% small-cap value, and 15% emerging markets for diversified long-term growth.

by user-08i4nz
+17.0%
UETW70%
AVWS15%
AEEM15%
Exp. Ratio
0.13%
Volatility
14.0%
Sharpe
1.08
DD
21.1%

100% equity ETF portfolio blending global value, small-cap value, and emerging markets stocks for diversified long-term growth.

by user-08i4nz
+17.9%
AVWC78%
AEEM12%
AVWS10%
Exp. Ratio
0.23%
Volatility
14.1%
Sharpe
1.13
DD
21.4%

Global equity ETF portfolio blending value, momentum, small-cap and emerging markets for diversified long-term growth.

by user-08i4nz
+18.0%
AVWC58%
IS3R20%
AEEM12%
AVWS10%
Exp. Ratio
0.24%
Volatility
14.8%
Sharpe
1.08
DD
21.8%

Global equity portfolio with 85% developed markets and 15% emerging markets ETFs for a diversified, long-term growth strategy.

by user-08i4nz
+11.8%
SWDA85%
EIMI15%
Exp. Ratio
0.20%
Volatility
15.3%
Sharpe
0.64
DD
32.8%

Diversified ETF portfolio blending global stocks, bonds, money markets, and gold for balanced growth across developed and emerging markets.

by user-08i4nz
+15.5%
SWDA33%
XEON18%
CSBGE318%
IHYG10.8%
EIMI8.2%
NVDA5.6%
SGLD3.6%
JEDI2.8%
Exp. Ratio
0.20%
Volatility
8.7%
Sharpe
1.56
DD
11.2%

A diversified ETF portfolio targeting semiconductors, space, defense, and cybersecurity for long-term thematic growth.

by user-08i4nz
+39.1%
CHIP40%
JEDI20%
IVDF20%
LOCK20%
Exp. Ratio
0.40%
Volatility
28.7%
Sharpe
1.29
DD
27.2%

Diversified ETF portfolio for university savings, blending global stocks, bonds, money markets, and Bitcoin across three strategic time horizons.

by user-08i4nz
+16.0%
SWDA37.3%
XEON17.1%
EIMI12%
CSBGE311.4%
IHYG5.2%
HNSC5%
NVDA3%
BITC3%
CRIN3%
0ONG3%
Exp. Ratio
0.18%
Volatility
10.5%
Sharpe
1.32
DD
12.8%