HomePortfoliosDefense Plan

Defense Plan

Created byuser-7e98oc
Annual Rebalancing
EUR
Moderate Risk
0.9yr backtest

Performance Summary

Total Return+28.93%
Annualized Return+31.08%
Volatility+12.51%
Sharpe Ratio2.32
Max Drawdown+8.25%

Holdings

Asset Allocation

Asset Class

Equity 95.0%Precious Metals 5.0%
Holdings Details
Diversified global ETF portfolio blending world equities, aerospace & defense stocks, and gold for balanced growth and stability.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
60.0%0.19%
5J50.XETRA
iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19
ETF
35.0%0.35%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
5.0%0%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,893.38
Histogram of Monthly Returns
The portfolio had a positive return during 10 of the 13 months (77%)
Monthly Returns Heatmap
Best month: +8.0% • Worst month: -6.7% • Best year: 2025 (+25.7%) • Worst year: 2026 (+2.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.0%+2.8%-6.7%+2.8%--------+2.5%
2025---+2.2%+8.0%+1.5%+4.8%-0.6%+4.6%+3.4%-2.3%+2.0%+25.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.25% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -4.8%.

Detailed Metrics

Returns
Total Return
+28.93%
Annualized Return
+31.08%
Avg Monthly Return
+2.03%
Risk
Volatility (Annual)
+12.51%
Max Drawdown
+8.25%
Positive Months
77%
Average Drawdown
-1.8%
Risk-Adjusted
Sharpe Ratio
2.32
Risk-free rate: 2.0%
Sortino Ratio
2.34
Downside risk adjusted
Return/Volatility
2.48
Calmar Ratio
3.77
Return/Max Drawdown
Ulcer Index
2.11
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,893.38
Backtest Period
2025-04-24 to 2026-04-02
0.9 years
Rebalancing
annual
Base Currency
EUR