user-xftfo3

2 portfolios • Best risk-adjusted portfolio: Plan 1 (0.77 Sharpe, +10.4%/year)

Plan 2

Diversified ETF portfolio blending global stocks, US bonds, and gold for balanced growth across equity, fixed income, and commodities.

+10.4%

IWDA40%

SGLD20%

IEF20%

XDWH5%

XDWS5%

XDWT5%

EPRA2.5%

XDW02.5%

Exp. Ratio

0.18%

Volatility

10.9%

Sharpe

0.77

DD

19.5%

Plan 1

Diversified ETF portfolio blending global stocks, bonds, gold, and real estate for balanced growth across key asset classes.

+10.4%

IWDA40%

SGLD20%

IEF20%

XDWH5%

XDWS5%

XDWT5%

EPRA2.5%

XDW02.5%

Exp. Ratio

0.18%

Volatility

10.9%

Sharpe

0.77

DD

19.5%