user-hh9ed6
5 portfolios • Best risk-adjusted portfolio: conservative global (1.13 Sharpe, +14.4%/year)
A conservative ETF portfolio of global stocks, short-term US bonds, and gold for diversified, lower-risk growth.
by user-hh9ed6+8.3%
IUSQ40%
IS0F40%
IS3Q10%
PPFB10%
Exp. Ratio
0.15%
Volatility
11.2%
Sharpe
0.56
DD
12.8%
Conservative global ETF portfolio blending gold, short-term US Treasuries, and worldwide stocks for stability and diversified growth.
by user-hh9ed6+14.4%
PPFB50%
IS0F30%
IUSQ20%
Exp. Ratio
0.12%
Volatility
10.9%
Sharpe
1.13
DD
9.7%
Conservative ETF portfolio blending short-term US Treasury bonds, global consumer staples stocks, and physical gold for stability and diversification.
by user-hh9ed6+7.6%
IS0F50%
XDWS30%
PPFB20%
Exp. Ratio
0.13%
Volatility
11.6%
Sharpe
0.49
DD
10.2%
Diversified growth portfolio blending global stocks, emerging markets, bonds, and gold for a balanced, long-term investment strategy.
by user-hh9ed6+8.7%
SWDA40%
2B7S20%
PPFB15%
EIMI15%
IUSN10%
Exp. Ratio
0.18%
Volatility
10.0%
Sharpe
0.67
DD
16.9%
Global growth ETF portfolio with 80% equities, 20% bonds & gold for a diversified, balanced core investment strategy.
by user-hh9ed6+10.8%
XDWD35%
AGGH25%
XDWT20%
PPFB20%
Exp. Ratio
0.14%
Volatility
9.9%
Sharpe
0.89
DD
13.5%