user-9npkus

9 portfolios • Best risk-adjusted portfolio: Testing (0.96 Sharpe, +15.7%/year)

UK equity income portfolio with 100% allocation to high-yield investment trusts for focused dividend growth and stability.

by user-9npkus
+3.5%
MRCH33.4%
MUT33.3%
CTY33.3%
Exp. Ratio
N/A
Volatility
25.8%
Sharpe
0.06
DD
98.7%

UK equity-focused portfolio with trusts in private equity, Asia income, and US energy MLPs for diversified income and growth.

by user-9npkus
+8.7%
MRCH40%
CTPE30%
HFEL15%
NCYF7.5%
MLPP5%
TRY2.5%
Exp. Ratio
0.03%
Volatility
16.4%
Sharpe
0.41
DD
42.6%

Diversified global portfolio blending dividend ETFs, private equity, energy MLPs, and silver for balanced income and growth potential.

by user-9npkus
+10.1%
XGSD25%
CTY17%
CTPE15%
HFEL10%
MLPP10%
PFFA8%
NCYF5%
TRY5%
SLVRP5%
Exp. Ratio
0.34%
Volatility
15.4%
Sharpe
0.52
DD
39.5%

Diversified equity portfolio blending global dividend ETFs, UK finance, private equity, and US energy for stable income and growth.

by user-9npkus
+14.1%
TDIV30%
CTY29%
CTPE8%
TFIF6%
SMIF6%
MLPP5%
HFEL5%
PFFA5%
TRY3%
NCYF3%
Exp. Ratio
0.22%
Volatility
17.8%
Sharpe
0.68
DD
37.4%

A diversified global equity portfolio focused on dividend income, featuring developed markets, US tech, energy, and financial sector ETFs.

by user-9npkus
+19.7%
TDGB30.4%
CTY29.6%
TRY5%
NCYF5%
PFFA5%
HFEL5%
CTPE5%
JEPQ5%
MLPP5%
KNG5%
Exp. Ratio
0.26%
Volatility
18.8%
Sharpe
0.94
DD
10.2%

Diversified ETF portfolio blending global equities, tech, precious metals, and crypto for balanced income and growth potential.

by user-9npkus
+16.8%
JEGP35%
SLVI15%
GLDE15%
JEPQ15%
CEGI10%
FEPD10%
Exp. Ratio
0.50%
Volatility
16.9%
Sharpe
0.88
DD
15.0%

Diversified equity portfolio blending global dividend ETFs, US preferred stocks, Asian income, and private equity for balanced growth.

by user-9npkus
+15.7%
TDGB20%
CTY20%
NCYF10%
CTPE10%
HFEL10%
PFFA10%
TRY5%
MLPP5%
JEPQ5%
KNG5%
Exp. Ratio
0.31%
Volatility
14.2%
Sharpe
0.96
DD
10.2%

Diversified portfolio blending global equities, dividend stocks, and precious metals (gold & silver) for balanced growth and defensive allocation.

by user-9npkus
+11.5%
BULP41.9%
CTY11.6%
CTPE11.5%
SLVRP5%
PFFA5%
NCYF5%
TRY5%
MLPP5%
XGSD5%
HFEL5%
Exp. Ratio
0.37%
Volatility
12.5%
Sharpe
0.76
DD
22.0%

A diversified portfolio of global dividend ETFs, income trusts, and precious metals for balanced growth and income.

by user-9npkus
+10.5%
XGSD25%
CTY20%
HFEL12%
CTPE8%
TRY7%
PFFA6%
MLPP6%
NCYF6%
BULP5%
SLVRP5%
Exp. Ratio
0.31%
Volatility
15.2%
Sharpe
0.56
DD
35.7%