user-5dzlim

4 portfolios • Best risk-adjusted portfolio: Malte Beispiel (1.05 Sharpe, +12.3%/year)

Global equity portfolio with ETFs for dividend leaders, worldwide markets, and targeted Pacific and European exposure. Diversified for growth.

by user-5dzlim
+12.4%
VDIV40%
SPYI30%
LU021739057320%
PR1E10%
Exp. Ratio
0.57%
Volatility
14.0%
Sharpe
0.74
DD
33.5%

Diversified global portfolio with 83% equity ETFs and 17% bonds, targeting emerging markets, Europe, and worldwide growth.

by user-5dzlim
+13.2%
VFEA26%
WEBG24%
PR1E23%
LU019372774917%
LU14389693515%
LU02413376165%
Exp. Ratio
0.49%
Volatility
11.2%
Sharpe
0.99
DD
16.6%

Global equity portfolio with 95% developed and 5% emerging markets exposure, diversified across leading active funds and core ETFs.

by user-5dzlim
+12.3%
IE00BVVHP45622.5%
DE000984811922.5%
EUNL22.5%
FR001014898122.5%
LYP65%
LU06331406445%
Exp. Ratio
1.23%
Volatility
9.8%
Sharpe
1.05
DD
16.0%

Global equity growth portfolio: 50% actively managed global stocks and 50% European ETF for a diversified core investment strategy.

by user-5dzlim
+12.7%
LU143896935150%
PR1E50%
Exp. Ratio
0.88%
Volatility
16.8%
Sharpe
0.63
DD
33.5%