user-64z8uv

3 portfolios • Best risk-adjusted portfolio: All-World 2 (0.81 Sharpe, +16.1%/year)

All-World only 1

A globally diversified equity portfolio investing 100% in the SWDA ETF for broad, low-cost exposure to developed world stock markets.

by user-64z8uv
+12.6%
SWDA100%
Exp. Ratio
0.20%
Volatility
15.2%
Sharpe
0.69
DD
25.6%

All-World 2

Global equity ETF portfolio with core world holdings plus targeted US and global momentum, leveraged S&P 500, and dividend leaders for diversified growth.

by user-64z8uv
+16.1%
SWDA50%
IUMF15%
IWFM15%
XS2D10%
TDGB10%
Exp. Ratio
0.27%
Volatility
17.3%
Sharpe
0.81
DD
28.9%

All-World with Momentum

Global equity ETF portfolio with 50% core world index and 50% momentum factor funds for diversified, growth-focused investing.

by user-64z8uv
+14.0%
SWDA50%
IUMF25%
IWFM25%
Exp. Ratio
0.21%
Volatility
15.7%
Sharpe
0.76
DD
24.7%