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Monthly Rebalancing
EUR
High Risk
Multi-currency
7.1yr backtest

Performance Summary

Total Return+759.29%
Annualized Return+35.39%
Volatility+32.18%
Sharpe Ratio1.04
Max Drawdown+50.07%

Holdings

Asset Allocation

Asset Class

Equity 50.0%Precious Metals 50.0%
Holdings Details
A leveraged US tech and gold ETF portfolio for aggressive growth and inflation hedging in a 50/50 asset mix.
AssetTypeAllocationTER
QQQ3.LSE
WisdomTree NASDAQ 100 3x Daily LeveragedIE00BLRPRL42
ETF
50.0%0.75%
GOLD-EUR.PA
Amundi Physical Gold ETC (C)FR0013416716
ETF
50.0%0.12%
Total100.0%0.43%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €85,928.72
Histogram of Monthly Returns
The portfolio had a positive return during 51 of the 87 months (59%)
Monthly Returns Heatmap
Best month: +25.7% • Worst month: -14.1% • Best year: 2023 (+89.1%) • Worst year: 2022 (-47.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.1%-1.5%-13.7%+25.7%+17.9%-6.4%-1.0%-----+24.9%
2025+6.2%-8.2%-10.4%-4.0%+14.0%+5.2%+7.2%-0.1%+12.2%+10.7%-1.4%-0.3%+31.6%
2024+3.7%+5.5%+6.6%-3.0%+4.0%+14.6%-4.1%-1.2%+5.4%+3.2%+8.3%+2.5%+54.4%
2023+17.9%-0.6%+13.6%-1.1%+15.7%+6.0%+5.8%-2.0%-7.3%-1.8%+14.2%+8.9%+89.1%
2022-14.0%-3.0%+9.7%-14.1%-12.2%-11.6%+18.4%-5.2%-12.0%-1.1%-1.8%-9.8%-47.2%
2021+1.0%-4.3%+3.3%+7.9%+0.3%+8.9%+5.4%+6.5%-6.3%+10.2%+6.0%+2.6%+48.4%
2020+8.8%-10.5%-14.0%+24.1%+6.3%+10.2%+10.5%+16.2%-7.4%-5.5%+9.0%+10.4%+64.7%
2019-----1.9%+12.2%+9.3%-2.3%+0.2%+5.3%+6.5%+5.0%+38.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +50.07% • The longest drawdown period lasted for 2 years and 2 months and was between November 2021 and January 2024. It reached a trough of -50.1%.

Detailed Metrics

Returns
Total Return
+759.29%
Annualized Return
+35.39%
Avg Monthly Return
+2.89%
Risk
Volatility (Annual)
+32.18%
Max Drawdown
+50.07%
Positive Months
59%
Average Drawdown
-13.8%
Risk-Adjusted
Sharpe Ratio
1.04
Risk-free rate: 2.0%
Sortino Ratio
0.98
Downside risk adjusted
Return/Volatility
1.10
Calmar Ratio
0.71
Return/Max Drawdown
Ulcer Index
17.99
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
85,928.72
Backtest Period
2019-05-28 to 2026-07-03
7.1 years
Rebalancing
monthly
Base Currency
EUR