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Attuale

Maintain for 15 years, global core, max 3% satellite tilt for safety (lower P/E), plus a small boost.

Created byuser-i68mwo
Monthly Rebalancing
EUR
Unknown Risk

Performance Summary

No backtest data available

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% global equity ETF portfolio blending all-cap, high dividend, and momentum funds for diversified long-term growth over 15 years.
AssetTypeAllocationTER
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
82.0%0.07%
VGWE.XETRA
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626
ETF
12.0%0.29%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
6.0%0.25%
Total100.0%0.11%

Performance

Portfolio Value Over Time
Starting with €10,000 investment
Histogram of Monthly Returns
The portfolio had a positive return during 0 of the 0 months (0%)
Monthly Returns Heatmap
Best month: N/A • Worst month: N/A
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Peak-to-trough declines from highs

Detailed Metrics

Returns
Total Return
N/A
Annualized Return
N/A
Avg Monthly Return
N/A
Risk
Volatility (Annual)
N/A
Max Drawdown
N/A
Positive Months
0%
Average Drawdown
0.0%
Risk-Adjusted
Sharpe Ratio
N/A
Risk-free rate: 2.0%
Sortino Ratio
N/A
Downside risk adjusted
Return/Volatility
N/A
Calmar Ratio
N/A
Return/Max Drawdown
Ulcer Index
N/A
Drawdown depth & duration
Martin Ratio
N/A
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€N/A
Backtest Period
N/A
Rebalancing
monthly
Base Currency
EUR