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None Rebalancing
EUR
Moderate Risk
2.5yr backtest

Performance Summary

Total Return+57.67%
Annualized Return+19.82%
Volatility+11.99%
Sharpe Ratio1.49
Max Drawdown+15.72%

Holdings

Asset Allocation

Asset Class

Equity 94.4%Commodities 5.6%
Holdings Details
Diversified ETF portfolio focused on European equities, global infrastructure, and thematic ESG sectors for balanced growth.
AssetTypeAllocationTER
0XCK.IL
Amundi FTSE Italia PMI PIR 2020 UCITS ETF AccFR0011758085
ETF
8.2%0.4%
SPYW.XETRA
State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EURIE00B5M1WJ87
ETF
8.2%0.3%
BJLE.XETRA
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EURLU2194447293
ETF
5.6%0.3%
LYTR.XETRA
Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF AccLU1829218749
ETF
5.6%0.3%
IQQH.XETRA
iShares Global Clean Energy Transition UCITS ETF USD (Dist)IE00B1XNHC34
ETF
5.6%0.65%
2B77.XETRA
iShares Ageing Population UCITS ETFIE00BYZK4669
ETF
5.6%0.4%
HYCN.XETRA
Global X Hydrogen UCITS ETF USD AccumulatingIE0002RPS3K2
ETF
5.6%0.5%
IQQI.F
iShares Global Infrastructure UCITS ETFIE00B1FZS467
ETF
5.6%0.65%
UIMY.F
UBS Factor MSCI EMU Low Volatility UCITS ETF EUR disLU1215454460
ETF
4.2%0.25%
IDVY.AS
iShares Euro Dividend UCITS ETFIE00B0M62S72
ETF
4.1%0.4%
UIM2.XETRA
UBS Factor MSCI EMU Quality Screened UCITS ETF EUR disLU1215451524
ETF
4.1%0.25%
W1TA.XETRA
WisdomTree Battery Solutions UCITS ETF USD AccIE00BKLF1R75
ETF
4.1%0.4%
IQQW.XETRA
iShares MSCI World UCITS ETF (Dist)IE00B0M62Q58
ETF
4.1%0.5%
XDWH.XETRA
Xtrackers MSCI World Health Care UCITS ETF 1CIE00BM67HK77
ETF
2.8%0.25%
IS3T.XETRA
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)IE00BP3QZD73
ETF
2.8%0.3%
ZPRG.XETRA
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USDIE00B9CQXS71
ETF
2.8%0.45%
ZPRA.XETRA
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USDIE00B9KNR336
ETF
2.8%0.55%
GGUE.XETRA
UBS Global Gender Equality UCITS ETF hEUR accIE00BDR5H073
ETF
2.8%0.23%
XU61.XETRA
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR CapitalisationIE000FF2EBQ8
ETF
2.8%0.31%
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
2.8%0.35%
G1CE.XETRA
Invesco Global Clean Energy UCITS ETF AccIE00BLRB0242
ETF
2.8%0.6%
VVMX.XETRA
VanEck Rare Earth and Strategic Metals UCITS ETF AIE0002PG6CA6
ETF
2.8%0.59%
2B76.XETRA
iShares Automation & Robotics UCITS ETFIE00BYZK4552
ETF
1.4%0.4%
USPY.XETRA
L&G Cyber Security UCITS ETFIE00BYPLS672
ETF
1.4%0.69%
SPYT.XETRA
State Street SPDR MSCI Europe Communication Services UCITS ETF EURIE00BKWQ0N82
ETF
1.4%0.18%
Total100.0%0.41%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €15,767.29
Histogram of Monthly Returns
The portfolio had a positive return during 20 of the 31 months (65%)
Monthly Returns Heatmap
Best month: +10.4% • Worst month: -4.3% • Best year: 2025 (+18.0%) • Worst year: 2024 (+4.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.3%+4.0%-4.3%+10.4%+2.8%-------+17.7%
2025+3.7%-0.3%-3.6%-2.1%+5.3%+1.0%+3.6%+1.4%+2.7%+5.7%+0.1%-0.3%+18.0%
2024-1.1%+0.8%+2.9%-1.5%+4.0%-2.1%+1.4%-0.7%+1.6%-1.8%+3.8%-2.3%+4.8%
2023----------+2.8%+5.3%+8.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.72% • The longest drawdown period lasted for 4 months and was between May 2024 and October 2024. It reached a trough of -8.5%.

Dividend Income

Summary
This portfolio contains 9 distributing ETFs (41.5% of total allocation)

Total Dividends Received

295.74

59 payments

Dividend Yield

0.98%

(annualized)

Avg Per Payment

5.01

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
202623.82
2025141.83
2024120.52
20239.55
Total295.74

Detailed Metrics

Returns
Total Return
+57.67%
Annualized Return
+19.82%
Avg Monthly Return
+1.53%
Risk
Volatility (Annual)
+11.99%
Max Drawdown
+15.72%
Positive Months
65%
Average Drawdown
-2.1%
Risk-Adjusted
Sharpe Ratio
1.49
Risk-free rate: 2.0%
Sortino Ratio
1.39
Downside risk adjusted
Return/Volatility
1.65
Calmar Ratio
1.26
Return/Max Drawdown
Ulcer Index
2.81
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
15,767.29
Backtest Period
2023-11-07 to 2026-05-15
2.5 years
Rebalancing
none
Base Currency
EUR