user-2vy7b2

3 portfolios • Best risk-adjusted portfolio: Zoée ALM (0.63 Sharpe, +9.6%/year)

EUR portfolio with global ETFs in tech, healthcare, and clean energy for long-term growth and diversification.

by user-2vy7b2
+9.7%
MAGR70%
ESEH30%
Exp. Ratio
0.22%
Volatility
13.0%
Sharpe
0.59
DD
22.7%

French-focused investment portfolio for mutual fund investors seeking straightforward European market exposure without active rebalancing.

by user-2vy7b2
+8.1%
LU126143265925%
FR001018789825%
FR001014930225%
LU226117245125%
Exp. Ratio
1.83%
Volatility
11.7%
Sharpe
0.52
DD
17.3%

Zoée ALM investment portfolio in EUR: Combines SRI credit fund with European and global equity ETFs for a diversified, balanced approach.

by user-2vy7b2
+9.6%
FR001075254334%
LYYA33%
MSE33%
Exp. Ratio
0.34%
Volatility
12.1%
Sharpe
0.63
DD
30.6%