user-jjbl4n
3 portfolios • Best risk-adjusted portfolio: Warren Buffet – Berkshire Hathaway Retirement - Recommendation for Retail (USD) - wariant growth dywidend (0.78 Sharpe, +12.4%/year)
Diversified ETF portfolio blending US stocks, global dividends, and short-term Treasuries for growth and income, all EUR-hedged.
by user-jjbl4n+10.5%
IUES40%
FGEU30%
IBTE20%
VHYA10%
Exp. Ratio
0.26%
Volatility
12.4%
Sharpe
0.69
DD
27.4%
A diversified ETF portfolio blending US stocks, global dividends, and short-term US bonds for growth and income stability.
by user-jjbl4n+12.4%
CSPX40%
FGQI30%
IBTA20%
VHYA10%
Exp. Ratio
0.19%
Volatility
13.3%
Sharpe
0.78
DD
27.4%
Diversified US-focused ETF portfolio blending S&P 500, dividend stocks, and short-term bonds for a stable, long-term passive investment strategy.
by user-jjbl4n+11.2%
CSPX40%
UDVD30%
IBTA20%
VHYA10%
Exp. Ratio
0.18%
Volatility
13.1%
Sharpe
0.70
DD
27.8%