user-kofyg6

5 portfolios • Best risk-adjusted portfolio: 40/60 Nachhaltiges Weltportfolio (0.66 Sharpe, +5.5%/year)

A sustainable 40/60 ETF portfolio investing in global ESG stocks and short-term EU government bonds for a balanced strategy.

by user-kofyg6
+5.5%
BJLG60%
EMWE30%
ZSRN10%
Exp. Ratio
0.20%
Volatility
5.4%
Sharpe
0.66
DD
7.9%

Diversified 60/40 ETF portfolio: 60% global equities (IUSQ) and 40% Euro government bonds (MTB) for balanced growth and stability.

by user-kofyg6
+8.6%
IUSQ60%
MTB40%
Exp. Ratio
0.18%
Volatility
10.9%
Sharpe
0.61
DD
25.6%

A diversified 60/40 ETF portfolio blending global stocks and short-term European government bonds for balanced growth and stability.

by user-kofyg6
+10.1%
WEBN60%
MTB40%
Exp. Ratio
0.10%
Volatility
9.1%
Sharpe
0.89
DD
12.8%

A diversified 50/50 ETF portfolio blending global stocks and European bonds, optimized for German tax efficiency with high partial exemption.

by user-kofyg6
+4.4%
V60A51%
XEON38%
LYQ211%
Exp. Ratio
0.18%
Volatility
4.6%
Sharpe
0.52
DD
9.0%

European-focused ETF portfolio with 70% global stocks and 30% bonds for a balanced, diversified core investment strategy.

by user-kofyg6
+8.3%
VWCE55%
MTB30%
LYP615%
Exp. Ratio
0.16%
Volatility
11.1%
Sharpe
0.57
DD
24.3%