user-agm1os

3 portfolios • Best risk-adjusted portfolio: Portofolio Tata ex fut (1.65 Sharpe, +24.0%/year)

Portfolio tata final

Diversified ETF portfolio blending global equities, US tech, gold, and bonds for balanced exposure across key markets and asset classes.

by user-agm1os
+42.8%
EWG215%
P50010%
EXX110%
DBMFE10%
LSMC9%
XLKS5%
T1EU5%
CYBU5%
FLXT5%
C5ME5%
XMLD3%
TRET3%
JEDI3%
21BC3%
XUFB3%
CEBJ3%
IQQ73%
Exp. Ratio
0.30%
Volatility
14.8%
Sharpe
2.76
DD
10.3%

Portofolio Tata ex fut

Diversified ETF portfolio blending US stocks, bonds, gold, Taiwan & China equity, plus Bitcoin for balanced global growth.

by user-agm1os
+24.0%
P50020%
EWG210%
T1EU10%
FLXT10%
JEDI5%
XUFB5%
EXX15%
C5ME5%
21BC5%
LSMC5%
CYBU5%
CEBJ3%
XMLD3%
IQQ73%
XLKS3%
TRET3%
Exp. Ratio
0.22%
Volatility
13.3%
Sharpe
1.65
DD
19.8%

Portofolio Tata

Diversified ETF portfolio blending US & global equities, bonds, Bitcoin, and gold for balanced exposure across major asset classes and regions.

by user-agm1os
+36.3%
P50020%
DBMFE10%
T1EU10%
XUFB5%
EWG25%
CYBU5%
C5ME5%
LSMC5%
21BC5%
FLXT5%
JEDI5%
EXX15%
XMLD3%
IQQ73%
TRET3%
CEBJ3%
XLKS3%
Exp. Ratio
0.28%
Volatility
14.3%
Sharpe
2.40
DD
10.4%