ETF DASHBOARD
Version 1.0 · Turn market data into actionable long-term investing decisions.
Start with persona fit, then filter and compare ETFs.
Day 1-2: Decision Compression
Use 3 dimensions to compress complex choices into one practical starting allocation.
1. Time Horizon
2. Risk Tolerance
3. Income Need
Grow steadily without extreme volatility.
Why this profile fits: Mid/long horizon + moderate risk tolerance + medium income need.
Accepted drawdown: Around -20%
Bond ETFs: 20-40%
Dividend ETFs: 0-10%
Equity ETFs: 50-70%
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%
Bond ETFs: 50-70%
Dividend ETFs: 20-40%
Equity ETFs: 0-20%
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%
Bond ETFs: 0-20%
Dividend ETFs: 0-10%
Equity ETFs: 80-100%
Maximize long-term compounding potential.
For education only, not investment advice.
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