Compounding Machine 831 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

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Core Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return2–0

20.3%

Total Ret.

20.1%

12.3%

CAGR

12.2%

Income1–2

5.3%

Yield

7.4%

$44

Income

$62

0.73

Steadiness

1.20

Principal / NAV2–0

8.6%

NAV

4.5%

-5.4%

Max DD

-8.1%

Risk4–0

4.9

Risk-Adj.

3.7

2.42

Sortino

2.21

7.0%

Volatility

7.9%

2.1

Safety

2.3

Holdings overlap

48% overlap

Compounding Machine 831 only

AMRFX 10%CGCP 8%DHS 8%DIV 8%DWX 8%SDIV 8%

Shared

AMLP 8%BKLN 8%QDVO 8%VRP 8%BIL 8%SGOV 8%

Core Portfolio 701 only

FPE 10%ANCFX 10%CAIBX 10%XPAY 10%BIZD 8%

The risk-first read

Compounding Machine 831 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Compounding Machine 831's 20.3% — and at a higher risk tier (2.3 vs 2.1). 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.