Cash Flow King 245 vs Core Portfolio 701

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

Compared over their common history since Oct 2024.

Judge on

Window

WinnerCash Flow King 245

Medium riskMedium reward

7.4%

yield · $61/mo per $10k

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Cash Flow King 245 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Cash Flow King 245Core Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return2–0

20.9%

Total Ret.

20.1%

12.6%

CAGR

12.2%

Income0–3

7.4%

Yield

7.4%

$61

Income

$62

1.31

Steadiness

1.20

Principal / NAVeven

5.1%

NAV

4.5%

-8.9%

Max DD

-8.1%

Risk1–3

4.0

Risk-Adj.

3.7

2.02

Sortino

2.21

8.9%

Volatility

7.9%

2.4

Safety

2.3

Holdings overlap

69% overlap

Cash Flow King 245 only

AMRFX 8%DIVO 8%PCOFX 7%DHS 7%

Shared

XPAY 10%BIL 10%QDVO 8%VRP 8%ANCFX 8%CAIBX 8%BIZD 7%FPE 7%AMLP 7%

Core Portfolio 701 only

BKLN 10%SGOV 8%

The risk-first read

Cash Flow King 245 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Cash Flow King 245's 20.9% — and at a higher risk tier (2.3 vs 2.4). The classic yield trap.

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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 Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.