All-Weather 130 vs Core Portfolio 775

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

Core Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/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 775Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

12.7%

31.1%

CAGR

12.7%

Income3–0

18.3%

Yield

7.3%

$153

Income

$61

0.68

Steadiness

1.23

Principal / NAVeven

6.7%

NAV

3.4%

-5.9%

Max DD

-4.1%

Riskeven

6.1

Risk-Adj.

3.8

5.94

Sortino

3.83

9.4%

Volatility

5.8%

3.5

Safety

2.2

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 775 only

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

The risk-first read

All-Weather 130 takes it on risk-adjusted return (6.1 vs 3.8), winning 8 of the 11 head-to-head stats. Core Portfolio 775's one edge is a lower 2.2 risk tier — worth it only if that's specifically what you're after.

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Run your own matchups

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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.