HomePortfolios1ª iteração

1ª iteração

Created byuser-e10nby
Optimize FIRE Projection
None Rebalancing
EUR
Moderate Risk
2.2yr backtest

Performance Summary

Total Return+53.15%
Annualized Return+21.48%
Volatility+17.45%
Sharpe Ratio1.12
Max Drawdown+20.29%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio blending S&P 500, world equities, and targeted exposure to defense and semiconductor sectors for growth.
AssetTypeAllocationTER
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
40.0%0.07%
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
30.0%0.07%
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
15.0%0.55%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
15.0%0.35%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €15,315.03
Histogram of Monthly Returns
The portfolio had a positive return during 17 of the 28 months (61%)
Monthly Returns Heatmap
Best month: +10.9% • Worst month: -6.0% • Best year: 2026 (+19.3%) • Worst year: 2024 (+9.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.4%-0.2%-4.8%+10.9%+8.8%+1.5%-4.9%+2.2%+0.1%---+19.3%
2025+4.2%-2.7%-6.0%-2.3%+7.7%+2.8%+5.4%-1.2%+5.9%+4.9%-2.7%+1.2%+17.5%
2024-----+0.6%-1.0%-0.5%+1.4%+2.4%+6.7%-0.5%+9.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.29% • The longest drawdown period lasted for 4 months and was between February 2025 and July 2025. It reached a trough of -20.3%.

Detailed Metrics

Returns
Total Return
+53.15%
Annualized Return
+21.48%
Avg Monthly Return
+1.62%
Risk
Volatility (Annual)
+17.45%
Max Drawdown
+20.29%
Positive Months
61%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.12
Risk-free rate: 2.0%
Sortino Ratio
1.03
Downside risk adjusted
Return/Volatility
1.23
Calmar Ratio
1.06
Return/Max Drawdown
Ulcer Index
4.42
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€15,315.03
Backtest Period
2024-06-26 to 2026-09-04
2.2 years
Rebalancing
none
Base Currency
EUR