Compounding Machine 831 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

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Core Portfolio 775

Medium riskMedium reward

7.3%

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

Total Return2–0

20.3%

Total Ret.

19.6%

12.3%

CAGR

11.9%

Income1–2

5.3%

Yield

7.3%

$44

Income

$61

0.73

Steadiness

1.28

Principal / NAV2–0

8.6%

NAV

3.9%

-5.4%

Max DD

-8.6%

Risk4–0

4.9

Risk-Adj.

3.7

2.42

Sortino

2.07

7.0%

Volatility

8.2%

2.1

Safety

2.2

Holdings overlap

58% overlap

Compounding Machine 831 only

CGCP 8%DHS 8%DIV 8%DWX 8%SDIV 8%

Shared

AMRFX 10%AMLP 8%BKLN 8%QDVO 8%VRP 8%BIL 8%SGOV 8%

Core Portfolio 775 only

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

The risk-first read

Compounding Machine 831 wins. Core Portfolio 775 dangles a bigger 7.3% headline yield, but after NAV erosion its total return (19.6%) trails Compounding Machine 831's 20.3% — and at a higher risk tier (2.2 vs 2.1). The classic yield trap.

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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.