All-Weather 130 vs Growth & Income Harmony

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

Growth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Growth & Income HarmonyDistributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

21.3%

31.1%

CAGR

21.3%

Income3–0

18.3%

Yield

2.4%

$153

Income

$20

0.68

Steadiness

0.73

Principal / NAVeven

6.7%

NAV

18.0%

-5.9%

Max DD

-6.5%

Riskeven

6.1

Risk-Adj.

8.0

5.94

Sortino

3.42

9.4%

Volatility

10.2%

3.5

Safety

1.9

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

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 15%

The risk-first read

Growth & Income Harmony wins the risk-adjusted call: 21.3% total return at a meaningfully lower risk tier (1.9 vs 3.5). You're paid more per unit of risk — and All-Weather 130's extra tier exposure isn't buying enough return to justify it.

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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.