user-bhw25e

6 portfolios • Best risk-adjusted portfolio: Growth3 (0.79 Sharpe, +13.6%/year)

Diversified global equity ETF portfolio targeting world markets, small caps, momentum, emerging value, and AI tech for growth.

by user-bhw25e
+14.2%
VWCE60%
IUSN10%
XAIX10%
5MVL10%
IS3R10%
Exp. Ratio
0.25%
Volatility
16.8%
Sharpe
0.73
DD
33.4%

Diversified global equity portfolio with 50% US S&P 500, 40% international, and 10% small-cap ETFs for broad market growth.

by user-bhw25e
+17.5%
SXR850%
EXUS20%
IS3N20%
IUSN10%
Exp. Ratio
0.14%
Volatility
14.0%
Sharpe
1.11
DD
20.9%

Diversified ETF portfolio with 90% global equities and 10% gold for growth and stability across developed, emerging, and factor markets.

by user-bhw25e
+13.6%
VWCE70%
4GLD10%
IS3R10%
5MVL10%
Exp. Ratio
0.20%
Volatility
14.6%
Sharpe
0.79
DD
29.8%

Diversified global equity ETF portfolio targeting world, emerging markets, small cap, and momentum factors for balanced growth.

by user-bhw25e
+13.0%
VWCE70%
IS3R10%
IUSN10%
5MVL10%
Exp. Ratio
0.23%
Volatility
16.3%
Sharpe
0.68
DD
33.5%

A globally diversified ETF portfolio with 80% core world equity and 20% targeted factor exposure to emerging value and momentum strategies.

by user-bhw25e
+13.3%
VWCE80%
IS3R10%
5MVL10%
Exp. Ratio
0.22%
Volatility
16.2%
Sharpe
0.70
DD
32.9%

A globally diversified ETF portfolio investing 100% in equities through a single low-cost Vanguard all-world accumulating fund.

by user-bhw25e
+12.9%
VWCE100%
Exp. Ratio
0.19%
Volatility
16.1%
Sharpe
0.67
DD
33.4%