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My Accelerated Weird Portfolio

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

Optimize
Annual Rebalancing
EUR
Moderate Risk
5.8yr backtest

Performance Summary

Total Return+120.21%
Annualized Return+14.61%
Volatility+10.26%
Sharpe Ratio1.23
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 €22,021.15
Histogram of Monthly Returns
The portfolio had a positive return during 45 of the 70 months (64%)
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%+3.5%--------+4.8%
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%.

Detailed Metrics

Returns
Total Return
+120.21%
Annualized Return
+14.61%
Avg Monthly Return
+1.17%
Risk
Volatility (Annual)
+10.26%
Max Drawdown
+11.81%
Positive Months
64%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.23
Risk-free rate: 2.0%
Sortino Ratio
1.17
Downside risk adjusted
Return/Volatility
1.42
Calmar Ratio
1.24
Return/Max Drawdown
Ulcer Index
4.05
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
22,021.15
Backtest Period
2020-07-02 to 2026-04-17
5.8 years
Rebalancing
annual
Base Currency
EUR