user-jzjjyd

6 portfolios • Best risk-adjusted portfolio: CTO (1.02 Sharpe, +13.2%/year)

Paul

Global equity ETF portfolio diversified across US, developed, and emerging markets for long-term growth potential.

by user-jzjjyd
+22.0%
DCAM61.4%
PAEEM19.4%
PSP519.2%
Exp. Ratio
0.20%
Volatility
14.6%
Sharpe
1.38
DD
15.3%

60/40

Diversified European equity portfolio with 100% ETF allocation to core Euro StOXX 50, Europe 600, and high-dividend EMU stocks for growth and income.

by user-jzjjyd
+9.3%
C5040%
LYP630%
18M230%
Exp. Ratio
0.15%
Volatility
16.3%
Sharpe
0.45
DD
36.9%

Girmar

A European-focused ETF portfolio with 85% equity and 15% real estate for diversified exposure to core and financial markets.

by user-jzjjyd
+8.5%
C5070%
PMEH15%
BNKE15%
Exp. Ratio
0.17%
Volatility
18.4%
Sharpe
0.35
DD
39.6%

PEAMaxxing

European-focused ETF portfolio with 89% equities and 11% real estate for diversified growth and dividend income.

by user-jzjjyd
+7.9%
LYP652.5%
SPYW31.5%
PMEH11%
BNKE5%
Exp. Ratio
0.19%
Volatility
15.3%
Sharpe
0.38
DD
37.8%

PEA

Diversified European ETF portfolio blending 75% equities and 25% real estate for targeted exposure to banks, dividends, and property.

by user-jzjjyd
+7.4%
PMEH25%
SPYW25%
BNKE25%
C5025%
Exp. Ratio
0.27%
Volatility
17.3%
Sharpe
0.31
DD
41.1%

CTO

A diversified dividend-focused portfolio blending global high-yield ETFs with US real estate, finance, and tech income equities for total return.

by user-jzjjyd
+13.2%
VGWE60%
13M15%
RY615%
JEPQ10%
Exp. Ratio
0.21%
Volatility
11.1%
Sharpe
1.02
DD
16.3%