user-xwe79g
5 portfolios • Best risk-adjusted portfolio: Msci World Dividend (0.64 Sharpe, +12.1%/year)
EUR-denominated global dividend portfolio investing 100% in the HSBC MSCI World ETF, rebalanced annually for disciplined, diversified income.
by user-xwe79g+12.1%
H4ZJ100%
Exp. Ratio
0.15%
Volatility
15.7%
Sharpe
0.64
DD
33.6%
High-yield dividend ETF portfolio in EUR. Annually rebalanced for diversified European income and growth potential.
by user-xwe79g+5.8%
UDIV25%
QYLE25%
XY7D25%
JEQP25%
Exp. Ratio
0.43%
Volatility
14.3%
Sharpe
0.27
DD
21.9%
Global Aristocrats Dividend ETF portfolio: Diversified EUR-based holdings in top global dividend-paying companies, rebalanced annually.
by user-xwe79g+8.9%
SPYD50%
SPYW20%
SPYV10%
ZPRA10%
SPYG10%
Exp. Ratio
0.38%
Volatility
14.3%
Sharpe
0.49
DD
36.3%
Global dividend ETF portfolio in EUR. Annual rebalancing for a diversified, income-focused strategy in world markets.
by user-xwe79g+9.3%
FGEQ25%
SPYD25%
VGWD25%
QDVW25%
Exp. Ratio
0.35%
Volatility
14.2%
Sharpe
0.51
DD
34.0%
EUR portfolio using staggered dividend ETFs for monthly distributions. Annual rebalancing for a diversified passive income strategy.
by user-xwe79g+7.4%
ZPRG40%
ISPA30%
EHDL30%
Exp. Ratio
0.47%
Volatility
13.8%
Sharpe
0.39
DD
37.9%