All-Weather 130 vs Core Portfolio 701

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

18.4%

yield · $153/mo per $10k

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Core Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

12.8%

31.1%

CAGR

12.8%

Income3–0

18.4%

Yield

7.4%

$153

Income

$62

0.68

Steadiness

1.18

Principal / NAVeven

6.7%

NAV

3.5%

-5.9%

Max DD

-3.9%

Riskeven

5.8

Risk-Adj.

3.7

5.94

Sortino

3.99

9.4%

Volatility

5.7%

3.5

Safety

2.3

Holdings overlap

37% overlap

All-Weather 130 only

KQQQ 11%TSMY 10%IWMI 10%QQQI 10%TSLY 10%IAUI 10%

Shared

QDVO 10%VRP 10%FPE 8%AMLP 7%BIL 5%

Core Portfolio 701 only

ANCFX 10%CAIBX 10%XPAY 10%BKLN 10%BIZD 8%SGOV 8%

The risk-first read

All-Weather 130 takes it on risk-adjusted return (5.8 vs 3.7), winning 8 of the 11 head-to-head stats. Core Portfolio 701's one edge is a lower 2.3 risk tier — worth it only if that's specifically what you're after.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.