All-Weather Conservative vs Compounding Machine 831

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

Compared over their common history since Aug 2024.

Judge on

Window

All-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Compounding Machine 831 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeCompounding Machine 831Distributions reinvested · hypothetical, fixed weights

Total Return0–2

11.7%

Total Ret.

21.1%

6.4%

CAGR

11.3%

Income1–2

4.6%

Yield

5.3%

$38

Income

$44

0.51

Steadiness

0.72

Principal / NAV0–2

0.0%

NAV

8.3%

-9.1%

Max DD

-5.4%

Riskeven

11.3

Risk-Adj.

4.9

0.92

Sortino

2.30

9.0%

Volatility

6.8%

1.4

Safety

2.1

Holdings overlap

15% overlap

All-Weather Conservative only

SCHD 20%HDV 15%XLU 15%VYMI 15%

Shared

SGOV 20%BIL 15%

Compounding Machine 831 only

AMRFX 10%AMLP 8%BKLN 8%CGCP 8%DHS 8%DIV 8%DWX 8%QDVO 8%SDIV 8%VRP 8%

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 11.7% total return at a meaningfully lower risk tier (1.4 vs 2.1). You're paid more per unit of risk — and Compounding Machine 831'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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.