HomePortfoliosAll World - Dividend Leaders - Robots - Essential Metal Producers

All World - Dividend Leaders - Robots - Essential Metal Producers

Created byuser-0ovu6o
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None Rebalancing
EUR
Moderate Risk
2.7yr backtest

Performance Summary

Total Return+71.64%
Annualized Return+22.30%
Volatility+12.97%
Sharpe Ratio1.57
Max Drawdown+19.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio targeting world equities, dividends, robotics, industrials, and essential metals producers for growth.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
35.0%0.19%
VDIV.XETRA
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
35.0%0.38%
CEBT.XETRA
iShares Essential Metals Producers UCITS ETF USD (Acc) • IE000ROSD5J6
ETF
10.0%0.55%
IROB.XETRA
L&G ROBO Global Robotics and Automation UCITS ETF • IE00BMW3QX54
ETF
10.0%0.8%
2B7C.XETRA
iShares S&P 500 Industrials Sector UCITS ETF • IE00B4LN9N13
ETF
10.0%0.15%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,163.58
Histogram of Monthly Returns
The portfolio had a positive return during 24 of the 33 months (73%)
Monthly Returns Heatmap
Best month: +6.0% • Worst month: -5.9% • Best year: 2025 (+19.5%) • Worst year: 2023 (+9.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.1%+5.7%-5.9%+6.0%+3.5%-1.0%------+12.5%
2025+5.2%-0.5%-5.1%-4.4%+5.9%+0.6%+4.5%+1.2%+3.1%+3.8%+1.6%+2.8%+19.5%
2024+0.8%+2.1%+4.8%-0.5%+1.0%+0.9%+1.2%-1.1%+3.0%+0.1%+5.4%-2.4%+16.2%
2023----------1.0%+5.0%+5.7%+9.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.68% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -19.7%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (35.0% of total allocation)

Total Dividends Received

€519.03

11 payments

Dividend Yield

1.46%

(annualized)

Avg Per Payment

€47.18

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
2026€117.40
2025€192.20
2024€180.08
2023€29.35
Total€519.03

Detailed Metrics

Returns
Total Return
+71.64%
Annualized Return
+22.30%
Avg Monthly Return
+1.70%
Risk
Volatility (Annual)
+12.97%
Max Drawdown
+19.68%
Positive Months
73%
Average Drawdown
-2.4%
Risk-Adjusted
Sharpe Ratio
1.57
Risk-free rate: 2.0%
Sortino Ratio
1.47
Downside risk adjusted
Return/Volatility
1.72
Calmar Ratio
1.13
Return/Max Drawdown
Ulcer Index
3.41
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,163.58
Backtest Period
2023-10-20 to 2026-06-26
2.7 years
Rebalancing
none
Base Currency
EUR
All World - Dividend Leaders - Robots - Essential Metal Producers