Compounding Machine 831 vs Test Aaron

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

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

WinnerTest Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

Test Aaron wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return0–2

21.1%

Total Ret.

22.3%

11.3%

CAGR

11.9%

Income0–3

5.3%

Yield

7.7%

$44

Income

$64

0.72

Steadiness

0.35

Principal / NAV2–0

8.3%

NAV

6.8%

-5.4%

Max DD

-11.4%

Risk4–0

4.9

Risk-Adj.

3.9

2.30

Sortino

1.62

6.8%

Volatility

10.4%

2.1

Safety

3.6

Holdings overlap

0% overlap

Compounding Machine 831 only

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

Shared

No shared holdings

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Compounding Machine 831 wins the risk-adjusted call: 21.1% total return at a meaningfully lower risk tier (2.1 vs 3.6). You're paid more per unit of risk — and Test Aaron'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.