user-xwe79g

5 portfolios • Best risk-adjusted portfolio: Msci World Dividend (0.67 Sharpe, +12.5%/year)

EUR-denominated global dividend portfolio investing 100% in the HSBC MSCI World ETF, rebalanced annually for disciplined, diversified income.

by user-xwe79g
+12.5%
H4ZJ100%
Exp. Ratio
0.15%
Volatility
15.7%
Sharpe
0.67
DD
33.6%

High-yield dividend ETF portfolio in EUR. Annually rebalanced for diversified European income and growth potential.

by user-xwe79g
+7.5%
QYLE25%
XY7D25%
JEQP25%
UDIV25%
Exp. Ratio
0.42%
Volatility
13.2%
Sharpe
0.42
DD
21.9%

Global Aristocrats Dividend ETF portfolio: Diversified EUR-based holdings in top global dividend-paying companies, rebalanced annually.

by user-xwe79g
+8.0%
SPYD50%
SPYW20%
ZPRA10%
SPYG10%
SPYV10%
Exp. Ratio
0.37%
Volatility
14.2%
Sharpe
0.42
DD
36.3%

Global dividend ETF portfolio in EUR. Annual rebalancing for a diversified, income-focused strategy in world markets.

by user-xwe79g
+9.5%
QDVW25%
FGEQ25%
SPYD25%
VGWD25%
Exp. Ratio
0.35%
Volatility
14.2%
Sharpe
0.53
DD
34.0%

EUR portfolio using staggered dividend ETFs for monthly distributions. Annual rebalancing for a diversified passive income strategy.

by user-xwe79g
+7.5%
ZPRG40%
EHDL30%
ISPA30%
Exp. Ratio
0.47%
Volatility
13.8%
Sharpe
0.40
DD
37.9%