user-9npkus
3 portfolios • Best risk-adjusted portfolio: Optimised High Sharpe Ratio Portfolio Example (0.80 Sharpe, +11.9%/year)
Diversified global equity portfolio focused on income with UK trusts, US preferred stock, and dividend ETFs for stable returns.
by user-9npkus+13.8%
CTY20%
TDGB20%
PFFA10%
HFEL10%
CTPE10%
NCYF10%
MLPP5%
GLDE5%
TRY5%
JEPQ5%
Exp. Ratio
0.29%
Volatility
8.5%
Sharpe
1.39
DD
10.2%
Diversified portfolio blending global equities, dividend stocks, and precious metals (gold & silver) for balanced growth and defensive allocation.
by user-9npkus+11.9%
BULP41.9%
CTY11.6%
CTPE11.5%
XGSD5%
HFEL5%
TRY5%
MLPP5%
NCYF5%
PFFA5%
SLVRP5%
Exp. Ratio
0.37%
Volatility
12.5%
Sharpe
0.80
DD
22.0%
A diversified portfolio of global dividend ETFs, income trusts, and precious metals for balanced growth and income.
by user-9npkus+10.6%
XGSD25%
CTY20%
HFEL12%
CTPE8%
TRY7%
MLPP6%
NCYF6%
PFFA6%
SLVRP5%
BULP5%
Exp. Ratio
0.31%
Volatility
15.2%
Sharpe
0.57
DD
35.7%