Capital Preservation Plus 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

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/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)

Capital Preservation PlusCompounding Machine 831Distributions reinvested · hypothetical, fixed weights

Total Return0–2

-8.8%

Total Ret.

21.1%

-5.0%

CAGR

11.3%

Income3–0

6.8%

Yield

5.3%

$57

Income

$44

0.45

Steadiness

0.72

Principal / NAV0–2

-25.7%

NAV

8.3%

-21.9%

Max DD

-5.4%

Riskeven

14.8

Risk-Adj.

4.9

-0.23

Sortino

2.30

16.6%

Volatility

6.8%

1.2

Safety

2.1

Holdings overlap

8% overlap

Capital Preservation Plus only

HDV 40%SCHD 12%VYM 8%NOBL 5%

Shared

BIL 35%

Compounding Machine 831 only

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

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -8.8% total return at a meaningfully lower risk tier (1.2 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.