Battle Arena

Barista FIRE Income vs Conservative Boost 978

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

Compared over their common history since Jan 2024.

Judge on
Window
WinnerBarista FIRE Income
High riskMedium reward

10.6%

yield · $88/mo per $10k

Conservative Boost 978
Medium riskLow reward

5.2%

yield · $43/mo per $10k

Barista FIRE Income wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Barista FIRE IncomeConservative Boost 978Distributions reinvested · hypothetical, fixed weights
Total Return2–0
42.6%
Total Ret.
31.4%
16.3%
CAGR
12.3%
Income3–0
10.6%
Yield
5.2%
$88
Income
$43
0.38
Steadiness
0.76
Principal / NAV0–2
12.9%
NAV
14.6%
-14.5%
Max DD
-4.7%
Risk0–4
4.7
Risk-Adj.
4.9
1.94
Sortino
2.66
11.8%
Volatility
6.7%
3.6
Safety
2.1

Holdings overlap

0% overlap

Barista FIRE Income only

JEPQ 25%SPYI 20%QQQI 20%ARCC 15%EPD 10%STAG 10%

Shared

No shared holdings

Conservative Boost 978 only

FPE 15%AMLP 14%BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

The risk-first read

Conservative Boost 978 wins the risk-adjusted call: 31.4% total return at a meaningfully lower risk tier (2.1 vs 3.6). You're paid more per unit of risk — and Barista FIRE Income'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 Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.