user-r2wv47

5 portfolios • Best risk-adjusted portfolio: Robo advisor 1 (0.85 Sharpe, +13.8%/year)

A US-focused growth portfolio with global diversification through ETFs like ACWI and IVV plus a major healthcare stock holding.

by user-r2wv47
+12.3%
ACWI43%
NVO32%
IVV25%
Exp. Ratio
0.15%
Volatility
23.8%
Sharpe
0.43
DD
58.1%

A diversified Sharia-compliant ETF portfolio blending US equities, global sukuk, gold, and international real estate for balanced growth.

by user-r2wv47
+13.8%
SPUS54%
SPSK11%
ISDW10%
ISDE10%
GLD10%
SPRE5%
Exp. Ratio
0.47%
Volatility
13.8%
Sharpe
0.85
DD
24.6%

Global barbell ETF portfolio blending long-term US treasuries, S&P 500 stocks, gold, and international equities for a diversified, resilient strategy.

by user-r2wv47
+13.6%
DTLA45%
CSPX15%
GLD15%
EXUS15%
AGGH10%
Exp. Ratio
0.17%
Volatility
9.6%
Sharpe
1.20
DD
8.8%

A diversified ETF portfolio blending US stocks, long-term Treasuries, global equities, and gold for robust, all-weather growth.

by user-r2wv47
+16.1%
CSPX40%
DTLA30%
EXUS15%
GLD15%
Exp. Ratio
0.13%
Volatility
10.1%
Sharpe
1.40
DD
9.2%

Global Barbell ETF portfolio: 70% diversified world stocks plus 30% split between long-term US Treasuries and gold for balanced growth and stability.

by user-r2wv47
+9.0%
CSPX40%
EXUS30%
SGLN15%
DTLA15%
Exp. Ratio
0.08%
Volatility
12.5%
Sharpe
0.56
DD
17.8%