HomePortfoliosAnnemarie's Portfolio

Annemarie's Portfolio

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None Rebalancing
EUR
Moderate Risk
2.9yr backtest

Performance Summary

Total Return+73.65%
Annualized Return+20.67%
Volatility+14.24%
Sharpe Ratio1.31
Max Drawdown+19.80%

Holdings

Asset Allocation

Asset Class

Equity 97.2%Commodities 2.8%
Holdings Details
Diversified global ETF portfolio blending world equities, emerging markets, and commodities for strategic, long-term growth.
AssetTypeAllocationTER
GERD.XETRA
L&G Gerd Kommer Multifactor Equity UCITS ETF USD AccumulatingIE0001UQQ933
ETF
25.7%0.45%
PABZ.PA
Amundi MSCI EMU Climate Paris Aligned UCITS ETF AccLU2182388582
ETF
21.9%0.15%
2B7K.XETRA
iShares MSCI World SRI UCITS ETF EUR (Acc)IE00BYX2JD69
ETF
20.1%0.2%
LSMC.XETRA
Amundi MSCI Semiconductors UCITS ETF AccLU1900066033
ETF
7.8%0.35%
LYM7.XETRA
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR AccFR0010429068
ETF
6.8%0.55%
IBC4.XETRA
iShares MSCI South Africa UCITS ETFIE00B52XQP83
ETF
3.2%0.65%
LGQM.XETRA
Amundi Pan Africa UCITS ETF AccLU1287022708
ETF
3.2%0.85%
EMXC.XETRA
Amundi MSCI Emerging Ex China UCITS ETF AccLU2009202107
ETF
3.1%0.15%
SXRS.XETRA
iShares Diversified Commodity Swap UCITS ETFIE00BDFL4P12
ETF
2.8%0.19%
AMEL.XETRA
Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (C)LU1681045024
ETF
2.7%0.2%
FLXT.XETRA
Franklin FTSE Taiwan UCITS ETF EURIE000CM02H85
ETF
1.1%0.19%
EUNN.XETRA
iShares Core MSCI Japan IMI UCITS ETFIE00B4L5YX21
ETF
0.8%0.12%
LHA.XETRA
Deutsche Lufthansa AGDE0008232125
STOCK
0.8%0%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €17,364.8
Histogram of Monthly Returns
The portfolio had a positive return during 22 of the 36 months (61%)
Monthly Returns Heatmap
Best month: +10.9% • Worst month: -7.7% • Best year: 2026 (+19.6%) • Worst year: 2023 (+6.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.6%+3.4%-7.7%+10.9%+8.1%-------+19.6%
2025+4.0%-1.3%-5.9%-2.5%+7.1%+1.7%+3.0%-0.2%+4.7%+5.1%-1.1%+1.7%+16.4%
2024+1.9%+3.2%+3.6%-1.6%+1.7%+3.7%-0.4%-0.3%+2.3%-0.8%+3.9%-0.6%+17.6%
2023-----+0.9%+3.1%-2.6%-2.0%-4.1%+6.6%+4.4%+6.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.80% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -19.8%.

Detailed Metrics

Returns
Total Return
+73.65%
Annualized Return
+20.67%
Avg Monthly Return
+1.62%
Risk
Volatility (Annual)
+14.24%
Max Drawdown
+19.80%
Positive Months
61%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.31
Risk-free rate: 2.0%
Sortino Ratio
1.26
Downside risk adjusted
Return/Volatility
1.45
Calmar Ratio
1.04
Return/Max Drawdown
Ulcer Index
3.85
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
17,364.8
Backtest Period
2023-06-21 to 2026-05-29
2.9 years
Rebalancing
none
Base Currency
EUR
Annemarie's Portfolio | +20.7% CAGR | ETF Backtest