Home PortfoliosREB // Global Leveraged Portfolio

REB // Global Leveraged Portfolio

Created byuser-dvjmdp

Monthly Rebalancing

EUR

Moderate Risk

0.7yr backtest

Performance Summary

Total Return+25.53%

Annualized Return+40.16%

Volatility+19.81%

Sharpe Ratio1.93

Max Drawdown+10.42%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Leveraged ETF portfolio targeting US & European equities via S&P 500, Nasdaq-100, and EURO STOXX 50 for aggressive growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6	IE000SRQBBT6	Acc	ETF	40.0%	0.25%
DBPG.XETRA Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552	LU0411078552	Acc	ETF	20.0%	0.6%
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592	FR0010342592	Acc	ETF	20.0%	0.6%
LVE.PA Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF Acc • FR0010468983	FR0010468983	Acc	ETF	20.0%	0.4%
Total		Total			100.0%	0.42%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,553.23

Histogram of Monthly Returns

The portfolio had a positive return during 7 of the 9 months (78%)

Monthly Returns Heatmap

Best month: +14.7% • Worst month: -9.1% • Best year: 2026 (+21.7%) • Worst year: 2025 (+3.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.2%	+2.3%	-9.1%	+14.7%	+10.7%	+0.8%	-	-	-	-	-	-	+21.7%
2025	-	-	-	-	-	-	-	-	-	+2.6%	-0.3%	+0.9%	+3.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +10.42% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -10.4%.

Detailed Metrics

Returns

Total Return

+25.53%

Annualized Return

+40.16%

Avg Monthly Return

+2.76%

Risk

Volatility (Annual)

+19.81%

Max Drawdown

+10.42%

Positive Months

78%

Average Drawdown

-2.5%

Risk-Adjusted

Sharpe Ratio

1.93

Risk-free rate: 2.0%

Sortino Ratio

2.10

Downside risk adjusted

Return/Volatility

2.03

Calmar Ratio

3.85

Return/Max Drawdown

Ulcer Index

3.10

Drawdown depth & duration

Martin Ratio

0.12

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,553.23

Backtest Period

2025-10-23 to 2026-06-26
0.7 years

Rebalancing

monthly

Base Currency

EUR