user-rboxmq

3 portfolios • Best risk-adjusted portfolio: Bernardo 2026 (1.39 Sharpe, +22.0%/year)

Diversified ETF portfolio focused on strategic metals, uranium, and precious metals for short-term investment opportunities.

by user-rboxmq
+91.0%
WNUC25%
RARE25%
CEBT20%
VZLE17.5%
ANRJ12.5%
Exp. Ratio
0.48%
Volatility
30.1%
Sharpe
2.96
DD
19.7%

Bernardo 2026: A diversified pension portfolio of global ETFs targeting dividend yield, value stocks, semiconductors, and gold for long-term stability.

by user-rboxmq
+22.0%
VGWE17%
VWCG16%
IS3S12%
SEC012%
BNKE11%
FLXK11%
VGEK11%
IGLD10%
Exp. Ratio
0.22%
Volatility
14.4%
Sharpe
1.39
DD
16.0%

EUR pension portfolio with diversified ETF mix: global stocks, sector/thematic funds, and gold/silver for long-term stability and growth.

by user-rboxmq
+22.1%
SEC015%
ESIF15%
VWCE12%
VGEK12%
IGLD11%
CEMR10%
IS3S10%
XDWI10%
8PSB5%
Exp. Ratio
0.23%
Volatility
14.8%
Sharpe
1.35
DD
17.0%