Joseph Passive Income
Backtest results
Metrics
1Y · since Oct 2025Joseph Passive Income | |
|---|---|
| Total Return | +15.82% |
| CAGR | +15.96% |
| Sharpe | 1.27 |
| Calmar | 1.84 |
| Max DD | -8.66% |
| Volatility | 12.34% |
| Win Rate | 53.4% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A steady, diversified mix of 13 individual stocks and a dividend ETF, weighted to balance growth and income. The portfolio holds Apple (AAPL), Microsoft (MSFT), Costco (COST), Estee Lauder (EL), Nike (NKE), PepsiCo (PEP), S&P Global (SPGI), Mastercard (MA), Texas Roadhouse (TXRH), Starbucks (SBUX), Union Pacific (UNP), Canadian Pacific (CP), VICI Properties (VICI) and Schwab US Dividend Equity (SCHD) in fixed proportions, rebalanced periodically to maintain the set allocation.
Current allocation
What the rules select as of Oct 30, 2026.
- SCHD15%
Schwab US Dividend Equity ETF
- AAPL11.4%
Apple Inc. Common Stock
- COST11.3%
Costco Wholesale Corporation Common Stock
- SPGI10.2%
S&P Global Inc.
- VICI10%
VICI Properties Inc. Common Stock
- TXRH9%
Texas Roadhouse, Inc. Common Stock
- MSFT7.6%
Microsoft Corporation Common Stock
- MA6.8%
Mastercard Incorporated
- SBUX6%
Starbucks Corporation Common Stock
- CP3%
Canadian Pacific Kansas City Limited
- UNP3%
Union Pacific Corp.
- EL2.5%
The Estee Lauder Companies Inc. Class A
- NKE2.3%
Nike, Inc.
- PEP1.8%
PepsiCo, Inc. Common Stock
Frequently asked questions
What is Joseph Passive Income?
A steady, diversified mix of 13 individual stocks and a dividend ETF, weighted to balance growth and income. The portfolio holds Apple (AAPL), Microsoft (MSFT), Costco (COST), Estee Lauder (EL), Nike (NKE), PepsiCo (PEP), S&P Global (SPGI), Mastercard (MA), Texas Roadhouse (TXRH), Starbucks (SBUX), Union Pacific (UNP), Canadian Pacific (CP), VICI Properties (VICI) and Schwab US Dividend Equity (SCHD) in fixed proportions, rebalanced periodically to maintain the set allocation.
What is Joseph Passive Income holding today?
As of Oct 30, 2026, Joseph Passive Income allocates to SCHD 15%, AAPL 11.4%, COST 11.3%, SPGI 10.2%, VICI 10%, TXRH 9%, MSFT 7.6%, MA 6.8%, SBUX 6%, CP 3%, UNP 3%, EL 2.5%, NKE 2.3%, PEP 1.8%.
How has Joseph Passive Income performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Joseph Passive Income returned +14.9% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Joseph Passive Income?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Joseph Passive Income in a hypothetical backtest was -8.7%.
How do I use Joseph Passive Income?
Open Joseph Passive Income in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.