Cash Flow King 245 vs Core Portfolio 775

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

7.3%

yield · $61/mo per $10k

Core Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/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 775Distributions reinvested · hypothetical, fixed weights

Total Return2–0

20.9%

Total Ret.

19.6%

12.6%

CAGR

11.9%

Income2–1

7.3%

Yield

7.3%

$61

Income

$61

1.31

Steadiness

1.28

Principal / NAVeven

5.1%

NAV

3.9%

-8.9%

Max DD

-8.6%

Risk1–3

4.0

Risk-Adj.

3.8

2.02

Sortino

2.07

8.9%

Volatility

8.2%

2.4

Safety

2.2

Holdings overlap

69% overlap

Cash Flow King 245 only

CAIBX 8%DIVO 8%PCOFX 7%DHS 7%

Shared

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

Core Portfolio 775 only

BKLN 10%SGOV 8%

The risk-first read

Cash Flow King 245 takes it on risk-adjusted return (4.0 vs 3.8), winning 6 of the 11 head-to-head stats. Core Portfolio 775's one edge is a lower 2.2 risk tier — worth it only if that's specifically what you're after.

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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.