user-kw99io

7 portfolios • Best risk-adjusted portfolio: Jens Depot komplett (mit Alternativen) (1.13 Sharpe, +14.7%/year)

Jens Depot komplett (mit Alternativen)

Diversified global ETF portfolio blending world equities, US tech, Bitcoin, and gold for balanced growth across asset classes.

by user-kw99io
+14.7%
VGWL18.2%
IWVU16.3%
EQQX10.4%
XDEM9%
ZPRV7.1%
IQQW6.6%
BTC-EUR5.9%
VDIV5.5%
WTEM5.2%
GLDW3.7%
ALV3%
9A22.7%
CLN2.7%
ETH-USD2.1%
8PSB1.6%
Exp. Ratio
0.22%
Volatility
11.3%
Sharpe
1.13
DD
19.4%

Jens Depot komplett (1.2026)

Diversified global ETF portfolio blending value, momentum, tech, and Bitcoin for multi-factor exposure and growth potential.

by user-kw99io
+17.5%
IWVU16.3%
VGWL11.4%
EQQX10.4%
XDEM9%
AVWS7.1%
WEBG6.8%
LVWC6.6%
BTC-EUR5.9%
VDIV5.5%
LDGL5.2%
GLDW3.7%
ALV3%
9A22.7%
CLN2.7%
ETH-USD2.1%
8PSB1.6%
Exp. Ratio
0.22%
Volatility
12.1%
Sharpe
1.29
DD
7.0%

Jens Core + Faktor - Divi - Small Cap & Nasdaq-Ersatz (12.2018)

Diversified global equity ETF portfolio targeting value, momentum, dividend, and tech growth for balanced long-term investment.

by user-kw99io
+15.9%
VGWL30.6%
IWVU27.5%
SXRV17.4%
XDEM15.1%
VDIV9.4%
Exp. Ratio
0.25%
Volatility
15.8%
Sharpe
0.88
DD
32.6%

Jens Core + Faktor - Dividends - Small Caps (4.2021)

Global equity ETF portfolio blending world, US tech, value, momentum, and dividend strategies for diversified growth.

by user-kw99io
+15.0%
VGWL30.6%
IWVU27.5%
EQQX17.4%
XDEM15.1%
VDIV9.4%
Exp. Ratio
0.24%
Volatility
14.0%
Sharpe
0.93
DD
20.8%

Jens Core + Faktor - Dividends (10.2024)

A globally diversified ETF portfolio targeting value, momentum, dividend, and tech stocks across developed markets for balanced growth.

by user-kw99io
+22.7%
IWVU24.5%
VGWL17%
EQQX15.6%
XDEM13.5%
AVWS10.7%
WEBG10.3%
VDIV8.4%
Exp. Ratio
0.24%
Volatility
14.9%
Sharpe
1.39
DD
21.0%

FTSE All Wold Dist.

A globally diversified equity portfolio investing 100% in the Vanguard FTSE All-World ETF for broad, long-term market growth.

by user-kw99io
+12.6%
VWCE100%
Exp. Ratio
0.19%
Volatility
16.1%
Sharpe
0.66
DD
33.4%

Jens Core + Faktor (15.1.2026)

Diversified global equity ETF portfolio targeting value, momentum, dividend, and tech growth for balanced long-term returns.

by user-kw99io
+31.0%
IWVU22.7%
VGWL15.7%
EQQX14.4%
XDEM12.5%
AVWS10%
WEBG9.5%
VDIV7.8%
LDGL7.4%
Exp. Ratio
0.24%
Volatility
14.2%
Sharpe
2.04
DD
5.7%