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Disruptive Innovation

A high-conviction satellite basket focused on disruptive innovation themes, combining broad exposure to next‑generation technologies, artificial intelligence and robotics, and a diversified core of leading crypto assets.

Annual Rebalancing
EUR
High Risk
2.0yr backtest

Performance Summary

Total Return+89.02%
Annualized Return+37.57%
Volatility+36.10%
Sharpe Ratio0.99
Max Drawdown+39.42%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Cryptocurrencies 10.0%
Holdings Details
High-conviction portfolio investing in disruptive innovation via AI, robotics, and crypto ETFs plus select equities like Tesla for growth.
AssetTypeAllocationTER
ARXK.XETRA
ARK Innovation UCITS ETF USD AccumulatingIE000GA3D489
ETF
35.0%0.75%
AAKI.XETRA
ARK Artificial Intelligence & Robotics UCITS ETF USD AccumulatingIE0003A512E4
ETF
25.0%0.75%
TL0.XETRA
Tesla IncUS88160R1014
STOCK
20.0%-
HODLX.PA
21Shares Crypto Basket 10 Core ETP EURCH1135202179
ETF
10.0%0.49%
MIGA.F
MicroStrategy IncorporatedUS5949724083
STOCK
10.0%-
Total100.0%0.50%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €18,901.74
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 25 months (64%)
Monthly Returns Heatmap
Best month: +37.5% • Worst month: -18.3% • Best year: 2024 (+85.8%) • Worst year: 2026 (-2.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.9%-7.6%-5.8%+16.9%---------2.2%
2025+5.7%-18.3%-13.2%+5.1%+14.5%+7.4%+9.6%-4.4%+10.0%+6.5%-11.8%-0.8%+4.0%
2024---+4.0%+0.2%+5.8%+5.5%-8.4%+13.0%+7.4%+37.5%+4.4%+85.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +39.42% • The longest drawdown period lasted for 9 months and was between December 2024 and September 2025. It reached a trough of -39.4%.

Detailed Metrics

Returns
Total Return
+89.02%
Annualized Return
+37.57%
Avg Monthly Return
+3.17%
Risk
Volatility (Annual)
+36.10%
Max Drawdown
+39.42%
Positive Months
64%
Average Drawdown
-12.0%
Risk-Adjusted
Sharpe Ratio
0.99
Risk-free rate: 2.0%
Sortino Ratio
1.00
Downside risk adjusted
Return/Volatility
1.04
Calmar Ratio
0.95
Return/Max Drawdown
Ulcer Index
14.51
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
18,901.74
Backtest Period
2024-04-18 to 2026-04-17
2.0 years
Rebalancing
annual
Base Currency
EUR