Core Portfolio 701 vs Monthly Payday 272

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

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

WinnerMonthly Payday 272

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Monthly Payday 272 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Monthly Payday 272Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

22.0%

12.2%

CAGR

13.2%

Income3–0

7.4%

Yield

7.3%

$62

Income

$61

1.20

Steadiness

1.62

Principal / NAVeven

4.5%

NAV

5.5%

-8.1%

Max DD

-9.4%

Risk2–1

3.7

Risk-Adj.

3.9

2.21

Sortino

2.03

7.9%

Volatility

9.3%

2.3

Safety

2.3

Holdings overlap

83% overlap

Core Portfolio 701 only

BKLN 10%SGOV 8%

Shared

FPE 10%AMLP 10%ANCFX 10%CAIBX 10%XPAY 10%QDVO 9%VRP 8%BIZD 8%BIL 8%

Monthly Payday 272 only

AMRFX 10%

The risk-first read

Monthly Payday 272 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Monthly Payday 272's 22.0% — and at a higher risk tier (2.3 vs 2.3). 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.