Return Projection
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ETF DASHBOARD
Version 1.0 · Turn market data into actionable long-term investing decisions.
Start with persona fit, then filter and compare ETFs.
Pick ETFs, set weights, and estimate return/risk with look-through stock exposure.
Selected ETFs
Select at least one ETF
Total Weight: 0.00%
Weights must sum to 100%
Common comparable period: -
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Return Projection
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Risk Snapshot
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Your ETF Allocation
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Top 10 Look-through Holdings
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Configure monthly share purchases by ETF and backtest result.
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Selected DCA ETFs
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DCA ETF List
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Top 10 Look-through Holdings
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1. Time Horizon
2. Risk Tolerance
3. Income Need
4. Investing Experience
Grow steadily without extreme volatility.
Why this profile fits: Mid/long horizon + moderate risk tolerance + medium income need.
Accepted drawdown: Around -20%
Suggested ETF list
Based on current 52-ETF universe
Bond ETFs
20-40%
BND, AGG, IEF, BNDX
Dividend ETFs
0-10%
SCHD, VIG, DGRO
Equity ETFs
50-70%
VTI, VOO, VXUS, QQQM
Sample amount: $10,000.00
Summary
10Y horizon / Base, Bull=Base+2%, Bear=Base-3% | Data coverage: return ok / dividend ok / holdings ok
Balanced growth with controlled downside.
I can earn less, but I cannot afford deep losses.
Why this profile fits: Short/mid horizon + low risk tolerance + high income need.
Accepted drawdown: Around -10%
Suggested ETF list
Based on current 52-ETF universe
Bond ETFs
50-70%
SGOV, SHY, IEF, BND, TIP
Dividend ETFs
20-40%
SCHD, VIG, JEPI
Equity ETFs
0-20%
VOO, VTI, VXUS
Protect capital and keep cash flow steady.
Volatility is acceptable for long-term upside.
Why this profile fits: Long horizon + high risk tolerance + low income need.
Accepted drawdown: Around -30% to -50%
Suggested ETF list
Based on current 52-ETF universe
Bond ETFs
0-20%
SGOV, SHY, IEF
Dividend ETFs
0-10%
SCHD, VIG
Equity ETFs
80-100%
VTI, VOO, QQQ, IWM, VXUS
Maximize long-term compounding potential.
For education only, not investment advice.
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Last updated: N/A