All-Weather 130 vs Balanced Blend 104

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jun 2025.

Judge on

Window

WinnerAll-Weather 130

High riskHigh reward

18.3%

yield · $153/mo per $10k

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

All-Weather 130 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 130Balanced Blend 104Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

13.3%

31.1%

CAGR

13.3%

Income3–0

18.3%

Yield

3.8%

$153

Income

$32

0.68

Steadiness

0.99

Principal / NAV0–2

6.7%

NAV

8.6%

-5.9%

Max DD

-4.8%

Riskeven

6.1

Risk-Adj.

5.1

5.94

Sortino

2.30

9.4%

Volatility

9.1%

3.5

Safety

2.5

Holdings overlap

0% overlap

All-Weather 130 only

KQQQ 11%QDVO 10%TSMY 10%IWMI 10%VRP 10%QQQI 10%TSLY 10%IAUI 10%FPE 8%AMLP 7%BIL 5%

Shared

No shared holdings

Balanced Blend 104 only

BKLN 13%CGCP 13%DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%SCHH 13%

The risk-first read

All-Weather 130 takes it on risk-adjusted return (6.1 vs 5.1), winning 7 of the 11 head-to-head stats. Balanced Blend 104's one edge is a lower 2.5 risk tier — worth it only if that's specifically what you're after.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jun 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.