user-y1j4sa
5 portfolios • Best risk-adjusted portfolio: VALW / JPGL (0.96 Sharpe, +14.4%/year)
A diversified portfolio blending Vanguard's 80% equity fund with a global value ETF for growth and stability in global markets.
by user-y1j4sa+10.4%
GB00B4PQW15170%
VALW30%
Exp. Ratio
0.23%
Volatility
10.2%
Sharpe
0.82
DD
12.8%
Global equity portfolio investing in 3000 fundamental-weighted stocks worldwide via a single diversified RAFI ETF for long-term growth.
by user-y1j4sa+7.9%
PSRW100%
Exp. Ratio
0.39%
Volatility
30.8%
Sharpe
0.19
DD
28.7%
Diversified global equity portfolio blending value and multi-factor ETFs for broad market exposure and long-term growth potential.
by user-y1j4sa+14.4%
JPGL50%
WVAL50%
Exp. Ratio
0.22%
Volatility
13.0%
Sharpe
0.96
DD
23.1%
Global equity portfolio blending 40% total market, 30% quality, and 30% value ETFs for a diversified, multi-factor investment strategy.
by user-y1j4sa+14.0%
VWRA40%
JPGL30%
WVAL30%
Exp. Ratio
0.21%
Volatility
13.3%
Sharpe
0.90
DD
24.0%
A diversified global equity portfolio combining 50% VWRP for broad market growth and 50% VALW for a value tilt, all through low-cost ETFs.
by user-y1j4sa+12.4%
VALW50%
VWRP50%
Exp. Ratio
0.22%
Volatility
13.7%
Sharpe
0.76
DD
16.3%