user-aexa96

2 portfolios • Best risk-adjusted portfolio: VWRA 50%, BONDS 50% (0.69 Sharpe, +8.6%/year)

VWRA 50%, BONDS 50%

Diversified ETF portfolio with 50% global stocks and 50% short-term US Treasury bonds for balanced growth and stability.

by user-aexa96
+8.6%
VWRA50%
IB0130%
IBTA10%
CBU710%
Exp. Ratio
0.13%
Volatility
9.4%
Sharpe
0.69
DD
16.8%

Current

A diversified 90% US Treasury bond & 10% global equity ETF portfolio for stable, low-risk growth and capital preservation.

by user-aexa96
+3.7%
IB0150%
IBTA20%
CBU720%
VWRA10%
Exp. Ratio
0.08%
Volatility
2.5%
Sharpe
0.68
DD
6.8%