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Resilient Cycle Portfolio Grok

Created byuser-0ovu6o

Annual Rebalancing

EUR

Low Risk

1.1yr backtest

Performance Summary

Total Return+33.17%

Annualized Return+29.89%

Volatility+8.62%

Sharpe Ratio3.24

Max Drawdown+4.59%

Holdings

Asset Allocation

Asset Class

Equity 68.0%Commodities 12.0%Precious Metals 10.0%Bonds 10.0%

Holdings Details

Diversified ETF portfolio blending global stocks, commodities, gold, and bonds for robust, long-term growth across multiple asset classes.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	45.0%	0.19%
VDIV.XETRA VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594	NL0011683594	Dist	ETF	15.0%	0.38%
SXRS.XETRA iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12	IE00BDFL4P12	Acc	ETF	12.0%	0.19%
4GLD.XETRA Xetra-Gold • DE000A0S9GB0	DE000A0S9GB0	Acc	ETF	10.0%	0%
EUNH.XETRA iShares Core Euro Government Bond UCITS ETF (Dist) • IE00B4WXJJ64	IE00B4WXJJ64	Dist	ETF	10.0%	0.07%
XDWI.XETRA Xtrackers MSCI World Industrials UCITS ETF 1C • IE00BM67HV82	IE00BM67HV82	Acc	ETF	3.0%	0.25%
5J50.XETRA iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19	IE000U9ODG19	Acc	ETF	3.0%	0.35%
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1	IE000M7V94E1	Acc	ETF	2.0%	0.55%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,316.63

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 14 months (93%)

Monthly Returns Heatmap

Best month: +4.3% • Worst month: -2.6% • Best year: 2025 (+19.8%) • Worst year: 2026 (+11.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.3%	+2.7%	-2.6%	+4.2%	+2.3%	-	-	-	-	-	-	-	+11.1%
2025	-	-	-	+1.0%	+4.3%	+0.2%	+3.7%	+0.1%	+3.5%	+4.2%	+0.2%	+1.1%	+19.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +4.59% • The longest drawdown period lasted for 1 month and was between March 2026 and April 2026. It reached a trough of -4.6%.

Dividend Income

Summary

This portfolio contains 2 distributing ETFs (25.0% of total allocation)

Total Dividends Received

€90.98

6 payments

Dividend Yield

0.71%

(annualized)

Avg Per Payment

€15.16

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2026	€23.17	0.18%	2
2025	€67.81	0.61%	4
Total	€90.98	0.71%	6

Detailed Metrics

Returns

Total Return

+33.17%

Annualized Return

+29.89%

Avg Monthly Return

+2.09%

Risk

Volatility (Annual)

+8.62%

Max Drawdown

+4.59%

Positive Months

93%

Average Drawdown

-0.8%

Risk-Adjusted

Sharpe Ratio

3.24

Risk-free rate: 2.0%

Sortino Ratio

3.43

Downside risk adjusted

Return/Volatility

3.47

Calmar Ratio

6.51

Return/Max Drawdown

Ulcer Index

1.01

Drawdown depth & duration

Martin Ratio

0.28

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,316.63

Backtest Period

2025-04-24 to 2026-05-29
1.1 years

Rebalancing

annual

Base Currency

EUR