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My Accelerated Weird Portfolio

Tweak off the 'The Accelerated Weird Portfolio (Minimum risk)', by also adding 5% of Bitcoin

Optimize FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
6.2yr backtest

Performance Summary

Total Return+125.36%
Annualized Return+14.02%
Volatility+10.17%
Sharpe Ratio1.18
Max Drawdown+11.81%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Precious Metals 25.0%Cryptocurrencies 5.0%
Holdings Details
Tweak off the 'The Accelerated Weird Portfolio (Minimum risk)', by also adding 5% of Bitcoin
AssetTypeAllocationTER
IQQ0.XETRA
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)IE00B8FHGS14
ETF
50.0%0.3%
GOLD.PA
Amundi Physical Gold ETC (C)FR0013416716
ETF
25.0%0.12%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)IE00BP3QZ825
ETF
15.0%0.25%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETFIE00BF4RFH31
ETF
5.0%0.35%
2BTC.XETRA
21shares Bitcoin ETPCH0454664001
ETF
5.0%1.49%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €22,535.61
Histogram of Monthly Returns
The portfolio had a positive return during 47 of the 75 months (63%)
Monthly Returns Heatmap
Best month: +7.2% • Worst month: -5.3% • Best year: 2024 (+30.4%) • Worst year: 2022 (-6.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.2%+3.3%-5.1%+2.1%+1.9%-0.7%-0.7%+3.8%-0.5%---+7.2%
2025+6.0%-0.1%-1.8%-1.9%+2.2%-2.4%+2.6%-0.2%+3.8%+1.8%+1.7%-0.3%+11.7%
2024+4.2%+4.0%+5.2%-1.6%+0.9%+2.2%+2.6%+0.2%+1.7%+3.3%+7.2%-2.6%+30.4%
2023+2.9%-0.7%+2.7%+0.5%-0.3%+0.4%+0.7%-0.2%-0.9%+2.5%+2.4%+2.8%+13.5%
2022-5.3%+1.2%+5.7%-0.1%-4.9%-3.3%+5.2%-1.3%-2.8%+2.5%+0.1%-3.1%-6.7%
2021+2.6%-0.1%+7.0%+0.5%-2.2%+1.6%+3.2%+3.0%-2.2%+5.9%+0.4%+1.7%+23.0%
2020------+0.7%+1.7%-0.6%-0.3%+4.2%+4.9%+10.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +11.81% • The longest drawdown period lasted for 1 year and 7 months and was between April 2022 and November 2023. It reached a trough of -11.6%.
When could this portfolio get you to financial independence?

My Accelerated Weird Portfolio returned +14.02% a year over the 6 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+125.36%
Annualized Return
+14.02%
Avg Monthly Return
+1.13%
Risk
Volatility (Annual)
+10.17%
Max Drawdown
+11.81%
Positive Months
63%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.18
Risk-free rate: 2.0%
Sortino Ratio
1.13
Downside risk adjusted
Return/Volatility
1.38
Calmar Ratio
1.19
Return/Max Drawdown
Ulcer Index
3.98
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
22,535.61
Backtest Period
2020-07-02 to 2026-09-11
6.2 years
Rebalancing
annual
Base Currency
EUR