HomePortfoliosAll-World 2

All-World 2

Created byuser-64z8uv
Optimize FIRE Projection
None Rebalancing
GBP
Moderate Risk
Multi-currency
7.6yr backtest

Performance Summary

Total Return+204.82%
Annualized Return+15.73%
Volatility+17.19%
Sharpe Ratio0.80
Max Drawdown+28.86%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio with core world holdings plus targeted US and global momentum, leveraged S&P 500, and dividend leaders for diversified growth.
AssetTypeAllocationTER
SWDA.LSE
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
50.0%0.2%
IUMF.LSE
iShares Edge MSCI USA Momentum Factor UCITS ETF • IE00BD1F4N50
ETF
15.0%0.2%
IWFM.LSE
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
15.0%0.25%
XS2D.LSE
Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552
ETF
10.0%0.6%
TDGB.LSE
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
10.0%0.38%
Total100.0%0.27%

Performance

Portfolio Value Over Time
Starting with £10,000 investment → now worth £30,482.31
Histogram of Monthly Returns
The portfolio had a positive return during 56 of the 93 months (60%)
Monthly Returns Heatmap
Best month: +10.8% • Worst month: -9.3% • Best year: 2024 (+27.5%) • Worst year: 2022 (-9.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.1%+2.3%-6.3%+10.8%+8.1%+2.8%-4.6%+3.1%+0.1%---+16.4%
2025+5.6%-4.1%-7.8%-2.5%+6.9%+3.0%+5.8%-0.4%+4.2%+4.6%-0.7%+0.0%+14.5%
2024+3.0%+5.7%+4.5%-2.8%+1.6%+5.5%-1.3%-0.4%+0.8%+3.0%+6.4%-1.0%+27.5%
2023+2.8%-0.4%-0.5%+0.7%-1.1%+4.7%+2.3%-0.4%-1.0%-3.2%+5.8%+5.5%+15.8%
2022-6.9%-1.4%+7.1%-5.3%-2.2%-5.9%+7.0%+1.5%-4.4%+4.4%+0.3%-3.2%-9.8%
2021-0.1%+0.0%+4.0%+5.5%-1.7%+4.0%+1.4%+4.3%-1.9%+4.3%+1.3%+1.9%+25.4%
2020+0.9%-7.7%-9.3%+8.5%+6.4%+3.4%-0.2%+6.5%-0.0%-4.2%+9.2%+2.4%+14.8%
2019-0.5%+2.7%+3.5%+3.5%-2.0%+5.7%+6.1%-2.8%+1.1%-3.1%+3.6%+0.5%+19.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +28.86% • The longest drawdown period lasted for 2 years and was between November 2021 and December 2023. It reached a trough of -18.1%.
When could this portfolio get you to financial independence?

All-World 2 returned +15.73% a year over the 8 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.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (10.0% of total allocation)

Total Dividends Received

£515.20

31 payments

Dividend Yield

0.38%

(annualized)

Avg Per Payment

£16.62

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
YearDividends
2026£71.30
2025£82.37
2024£76.55
2023£79.49
2022£65.24
2021£49.42
2020£42.30
2019£48.53
Total£515.20

Detailed Metrics

Returns
Total Return
+204.82%
Annualized Return
+15.73%
Avg Monthly Return
+1.29%
Risk
Volatility (Annual)
+17.19%
Max Drawdown
+28.86%
Positive Months
60%
Average Drawdown
-4.7%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.75
Downside risk adjusted
Return/Volatility
0.92
Calmar Ratio
0.55
Return/Max Drawdown
Ulcer Index
6.11
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
£10,000
Final Value
£30,482.31
Backtest Period
2019-01-18 to 2026-09-04
7.6 years
Rebalancing
none
Base Currency
GBP