HomePortfoliosBalance Pure Gold

Balance Pure Gold

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None Rebalancing
EUR
High Risk
Multi-currency
4.0yr backtest

Performance Summary

Total Return+201.87%
Annualized Return+32.22%
Volatility+26.78%
Sharpe Ratio1.13
Max Drawdown+32.08%

Holdings

Asset Allocation

Asset Class

Equity 54.3%Precious Metals 45.7%
Holdings Details
A diversified gold portfolio blending gold miner equities and physical gold ETFs for precious metals exposure with built-in hedged short positions.
AssetTypeAllocationTER
AUCP.LSE
L&G Gold Mining UCITS ETFIE00B3CNHG25
ETF
41.2%0.55%
GOLD-EUR.PA
Amundi Physical Gold ETC (C)FR0013416716
ETF
18.9%0.12%
PHAU.AS
WisdomTree Physical Gold EURJE00B1VS3770
ETF
11.8%0.39%
GDMS.LSE
Leverage Shares -3x Short Gold Miners ETP SecuritiesXS2399369979
ETF
7.9%0.75%
G2X.XETRA
VanEck Gold Miners UCITS ETFIE00BQQP9F84
ETF
5.2%0.53%
9GA9.XETRA
WisdomTree Gold 1x Daily Short EURJE00B24DKC09
ETF
5.0%0.39%
GL3S.XETRA
Leverage Shares -3x Short Gold ETP SecuritiesXS2472195283
ETF
5.0%0.75%
GBSS.LSE
Gold Bullion Securities ETCGB00B00FHZ82
ETC
5.0%0.39%
Total100.0%0.46%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €30,187.46
Histogram of Monthly Returns
The portfolio had a positive return during 30 of the 48 months (63%)
Monthly Returns Heatmap
Best month: +31.0% • Worst month: -17.3% • Best year: 2025 (+97.7%) • Worst year: 2022 (-0.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+12.2%+14.8%-17.3%-2.0%+0.3%-12.9%-2.1%+31.0%----+16.8%
2025+14.3%-1.0%+10.0%+2.6%+0.9%-1.8%+2.8%+12.8%+18.3%-1.0%+12.4%+2.3%+97.7%
2024-2.9%-3.0%+13.0%+5.4%+1.9%+0.1%+6.2%+1.1%+2.2%+5.4%-1.4%-4.5%+24.4%
2023+4.6%-7.1%+9.1%+1.3%-1.2%-5.1%+2.3%-2.5%-3.2%+5.5%+2.7%+0.3%+5.7%
2022--------+1.2%-2.7%+2.0%-1.0%-0.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +32.08% • The longest drawdown period lasted for 10 months and was between May 2023 and March 2024. It reached a trough of -14.9%.

Detailed Metrics

Returns
Total Return
+201.87%
Annualized Return
+32.22%
Avg Monthly Return
+2.63%
Risk
Volatility (Annual)
+26.78%
Max Drawdown
+32.08%
Positive Months
63%
Average Drawdown
-7.6%
Risk-Adjusted
Sharpe Ratio
1.13
Risk-free rate: 2.0%
Sortino Ratio
1.15
Downside risk adjusted
Return/Volatility
1.20
Calmar Ratio
1.00
Return/Max Drawdown
Ulcer Index
9.50
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
30,187.46
Backtest Period
2022-09-13 to 2026-08-28
4.0 years
Rebalancing
none
Base Currency
EUR