HomePortfolios90/10 Gobal Equity/Short Euro bonds

90/10 Gobal Equity/Short Euro bonds

Warren Buffett 90/10 inspired portfolio, but with 90% Global Equity & 10% Short bonds.

Created byuser-riql33
None Rebalancing
EUR
Moderate Risk
1.6yr backtest

Performance Summary

Total Return+25.72%
Annualized Return+15.39%
Volatility+13.55%
Sharpe Ratio0.99
Max Drawdown+19.62%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Bonds 10.0%
Holdings Details
Explore a Warren Buffett-inspired portfolio with 90% global equity ETF and 10% short-term bonds for a simple, diversified long-term strategy.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
90.0%0.22%
MTA.PA
Lyxor EuroMTS 1-3Y Investment Grade (DR) UCITS ETF EUR • FR0010222224
ETF
10.0%0.17%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,572
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 20 months (75%)
Monthly Returns Heatmap
Best month: +7.6% • Worst month: -6.7% • Best year: 2026 (+9.6%) • Worst year: 2024 (+5.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.2%+3.0%-4.5%+7.1%+1.7%-------+9.6%
2025+4.4%-2.2%-6.7%-4.0%+5.7%+0.6%+4.1%+0.5%+1.7%+2.9%+0.9%+0.7%+8.4%
2024---------+1.0%+7.6%-2.6%+5.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.62% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -19.6%.

Detailed Metrics

Returns
Total Return
+25.72%
Annualized Return
+15.39%
Avg Monthly Return
+1.22%
Risk
Volatility (Annual)
+13.55%
Max Drawdown
+19.62%
Positive Months
75%
Average Drawdown
-3.7%
Risk-Adjusted
Sharpe Ratio
0.99
Risk-free rate: 2.0%
Sortino Ratio
0.91
Downside risk adjusted
Return/Volatility
1.14
Calmar Ratio
0.78
Return/Max Drawdown
Ulcer Index
4.95
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,572
Backtest Period
2024-10-01 to 2026-05-08
1.6 years
Rebalancing
none
Base Currency
EUR