user-2gqtxo

7 portfolios • Best risk-adjusted portfolio: With gold 2 (1.32 Sharpe, +17.3%/year)

Msci balanced

Diversified ETF portfolio blending global value and dividend stocks with tech-heavy Nasdaq and semiconductor exposure, plus a gold hedge.

by user-2gqtxo
+20.0%
IS3S30%
VDIV20%
XNAS20%
VVSM10%
SEC010%
VWCE5%
PPFB5%
Exp. Ratio
0.28%
Volatility
16.0%
Sharpe
1.13
DD
21.1%

Msci

A 100% equity ETF portfolio blending global value and dividend stocks with US tech and semiconductor exposure for growth-focused investors.

by user-2gqtxo
+21.9%
IS3S30%
VDIV20%
XNAS20%
VVSM15%
SEC015%
Exp. Ratio
0.30%
Volatility
18.0%
Sharpe
1.10
DD
23.0%

Maximixe sharp wo gold

Value-focused global equity ETF portfolio blending world value and dividend stocks with a tech growth tilt for long-term returns.

by user-2gqtxo
+18.4%
IS3S86.9%
VDIV8.1%
XNAS5%
Exp. Ratio
0.26%
Volatility
13.5%
Sharpe
1.21
DD
17.7%

With gold 2

Diversified ETF portfolio blending global value and dividend stocks, US tech, and 10% gold for balanced long-term growth and stability.

by user-2gqtxo
+17.3%
IS3S40%
VDIV30%
XNAS20%
PPFB10%
Exp. Ratio
0.27%
Volatility
11.6%
Sharpe
1.32
DD
16.1%

Cange ratio with gold

Diversified ETF portfolio blending global value, US tech, and dividend stocks with a gold hedge for balanced long-term growth.

by user-2gqtxo
+17.1%
IS3S36%
XNAS31.5%
VDIV27%
PPFB5.5%
Exp. Ratio
0.26%
Volatility
12.6%
Sharpe
1.20
DD
18.2%

With gold1

Diversified ETF portfolio blending global value and dividend stocks, US tech, and 10% gold for balanced long-term growth and downside protection.

by user-2gqtxo
+17.3%
IS3S35%
VDIV30%
XNAS25%
PPFB10%
Exp. Ratio
0.26%
Volatility
11.8%
Sharpe
1.30
DD
16.6%

Is3s

Diversified all-equity ETF portfolio blending global value and dividend stocks with US tech growth for balanced long-term returns.

by user-2gqtxo
+18.3%
IS3S40%
XNAS30%
VDIV30%
Exp. Ratio
0.27%
Volatility
13.0%
Sharpe
1.25
DD
18.9%