Florin · 2023-06-21T06:53:40.527892Z

I've analyzed the $VWRL and $XDWT in a 50/50 portfolio vs $CSPX or $VUSA . From the return per unit of risk point of view, it looks like a 50/50 $VWRL and $XDWT perform better, a return with 15% better than $CSPX or $VUSA in a 5-year timeframe with even lower risk. 5y return approx data: $CSPX or $VUSA -> 60% $VWRL and $XDWT -> 40% and 126% -> 83% Volatility/Risk 5 years: $CSPX or $VUSA -> 22.11% $VWRL and $XDWT -> 17.23% and 26.46% -> 21.84% Results (return/standard deviation): $CSPX or $VUSA -> 2.71 $VWRL and $XDWT -> 3.80 Conclusion: Better return with lower risk for 50/50 portfolio of $VWRL and $XDWT

I've analyzed the $VWRL (+0.43%) and $XDWT (+0.94%) in a 50/50 portfolio vs $CSPX (+0.24%) or $VUSA (+0.23%) . From the return per unit of risk point of view, it looks like a 50/50 $VWRL (+0.43%) and $XDWT (+0.94%) perform better, a return with 15% better than $CSPX (+0.24%) or $VUSA (+0.23%) in a 5-year timeframe with even lower risk.

5y return approx data:

$CSPX (+0.24%) or $VUSA (+0.23%)
-> 60%
$VWRL (+0.43%) and $XDWT (+0.94%) -> 40% and 126% -> 83%

Volatility/Risk 5 years:

$CSPX (+0.24%) or $VUSA (+0.23%)
-> 22.11%
$VWRL (+0.43%) and $XDWT (+0.94%) -> 17.23% and 26.46% -> 21.84%

Results (return/standard deviation):

$CSPX (+0.24%) or $VUSA (+0.23%) -> 2.71
$VWRL (+0.43%) and $XDWT (+0.94%) -> 3.80

Conclusion: Better return with lower risk for 50/50 portfolio of $VWRL (+0.43%) and $XDWT (+0.94%)