user-62bv40
3 portfolios • Best risk-adjusted portfolio: WORLD + HIGGONS + OR (0.92 Sharpe, +13.3%/year)
A concentrated equity portfolio focused on the finance sector, offering targeted exposure to a single high-conviction holding for strategic growth.
by user-62bv40+4.6%
IVS100%
Exp. Ratio
N/A
Volatility
39.9%
Sharpe
0.07
DD
95.8%
A 100% equity portfolio concentrated in Berkshire Hathaway for investors seeking focused exposure to a legendary finance holding company.
by user-62bv40+9.4%
BRYN100%
Exp. Ratio
N/A
Volatility
28.1%
Sharpe
0.27
DD
48.1%
Diversified global equity portfolio with 95% in world & French small-cap stocks and 5% in gold for balanced growth and stability.
by user-62bv40+13.3%
CW865%
LU013151016530%
PHAU5%
Exp. Ratio
0.85%
Volatility
12.3%
Sharpe
0.92
DD
32.2%