user-9npkus

9 portfolios • Best risk-adjusted portfolio: Testing (0.97 Sharpe, +15.5%/year)

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

by user-9npkus
+3.6%
MRCH33.4%
CTY33.3%
MUT33.3%
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
+8.6%
MRCH40%
CTPE30%
HFEL15%
NCYF7.5%
MLPP5%
TRY2.5%
Exp. Ratio
0.03%
Volatility
16.4%
Sharpe
0.40
DD
42.6%

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

by user-9npkus
+10.2%
XGSD25%
CTY17%
CTPE15%
HFEL10%
MLPP10%
PFFA8%
SLVRP5%
TRY5%
NCYF5%
Exp. Ratio
0.34%
Volatility
15.3%
Sharpe
0.53
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%
HFEL5%
MLPP5%
PFFA5%
TRY3%
NCYF3%
Exp. Ratio
0.22%
Volatility
17.7%
Sharpe
0.69
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
+19.5%
TDGB30.4%
CTY29.6%
CTPE5%
KNG5%
JEPQ5%
NCYF5%
MLPP5%
HFEL5%
TRY5%
PFFA5%
Exp. Ratio
0.26%
Volatility
18.5%
Sharpe
0.95
DD
10.2%

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

by user-9npkus
+50.1%
JEGP35%
JEPQ15%
SLVI15%
GLDE15%
FEPD10%
CEGI10%
Exp. Ratio
0.50%
Volatility
36.3%
Sharpe
1.32
DD
15.6%

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

by user-9npkus
+15.5%
TDGB20%
CTY20%
NCYF10%
HFEL10%
PFFA10%
CTPE10%
MLPP5%
JEPQ5%
KNG5%
TRY5%
Exp. Ratio
0.31%
Volatility
14.0%
Sharpe
0.97
DD
10.2%

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

by user-9npkus
+11.6%
BULP41.9%
CTY11.6%
CTPE11.5%
MLPP5%
NCYF5%
PFFA5%
TRY5%
XGSD5%
SLVRP5%
HFEL5%
Exp. Ratio
0.37%
Volatility
12.6%
Sharpe
0.76
DD
21.9%

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%
NCYF6%
MLPP6%
PFFA6%
SLVRP5%
BULP5%
Exp. Ratio
0.31%
Volatility
15.1%
Sharpe
0.57
DD
35.7%