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 (+0,36 %) and $XDWT (+0,04 %) in a 50/50 portfolio vs $CSPX (+0,5 %) or $VUSA (+0,51 %) . From the return per unit of risk point of view, it looks like a 50/50 $VWRL (+0,36 %) and $XDWT (+0,04 %) perform better, a return with 15% better than $CSPX (+0,5 %) or $VUSA (+0,51 %) in a 5-year timeframe with even lower risk.

5y return approx data:

$CSPX (+0,5 %) or $VUSA (+0,51 %)
-> 60%
$VWRL (+0,36 %) and $XDWT (+0,04 %) -> 40% and 126% -> 83%

Volatility/Risk 5 years:

$CSPX (+0,5 %) or $VUSA (+0,51 %)
-> 22.11%
$VWRL (+0,36 %) and $XDWT (+0,04 %) -> 17.23% and 26.46% -> 21.84%

Results (return/standard deviation):

$CSPX (+0,5 %) or $VUSA (+0,51 %) -> 2.71
$VWRL (+0,36 %) and $XDWT (+0,04 %) -> 3.80

Conclusion: Better return with lower risk for 50/50 portfolio of $VWRL (+0,36 %) and $XDWT (+0,04 %)