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Diversificada

Created byuser-xyd00k

Optimize FIRE Projection

None Rebalancing

EUR

Moderate Risk

Multi-currency

2.5yr backtest

Performance Summary

Total Return+78.96%

Annualized Return+26.51%

Volatility+14.71%

Sharpe Ratio1.67

Max Drawdown+12.70%

Holdings

Asset Allocation

Asset Class

Equity 48.0%Precious Metals 45.0%Commodities 7.0%

Holdings Details

Gold-heavy diversified portfolio pairing 45% precious metals with global equities and commodities for inflation protection and growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	45.0%	0.12%
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	19.0%	0.03%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	18.0%	0.15%
CMOD.LSE Invesco Bloomberg Commodity UCITS ETF Acc • IE00BD6FTQ80	IE00BD6FTQ80	Acc	ETF	7.0%	0.19%
GAW.LSE Games Workshop Group PLC • GB0003718474	GB0003718474	-	STOCK	6.0%	0%
G2X.XETRA VanEck Gold Miners UCITS ETF • IE00BQQP9F84	IE00BQQP9F84	Acc	ETF	5.0%	0.53%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €17,895.72

Histogram of Monthly Returns

The portfolio had a positive return during 24 of the 31 months (77%)

Monthly Returns Heatmap

Best month: +8.5% • Worst month: -7.8% • Best year: 2025 (+35.3%) • Worst year: 2026 (+9.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+8.2%	+5.4%	-7.8%	+1.8%	+1.2%	-5.3%	-1.0%	+8.5%	-0.9%	-	-	-	+9.2%
2025	+7.0%	+0.3%	+0.9%	-0.4%	+1.6%	-1.4%	+2.9%	+1.9%	+7.2%	+4.5%	+5.4%	+1.1%	+35.3%
2024	-	-	+3.2%	+2.0%	+0.8%	+2.1%	+1.4%	+0.7%	+3.0%	+4.2%	+3.3%	-1.3%	+21.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +12.70% • The longest drawdown period lasted for 6 months and was between March 2026 and September 2026. It reached a trough of -12.7%.

Detailed Metrics

Returns

Total Return

+78.96%

Annualized Return

+26.51%

Avg Monthly Return

+1.96%

Risk

Volatility (Annual)

+14.71%

Max Drawdown

+12.70%

Positive Months

77%

Average Drawdown

-3.4%

Risk-Adjusted

Sharpe Ratio

1.67

Risk-free rate: 2.0%

Sortino Ratio

1.61

Downside risk adjusted

Return/Volatility

1.80

Calmar Ratio

2.09

Return/Max Drawdown

Ulcer Index

4.18

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€17,895.72

Backtest Period

2024-03-14 to 2026-09-04
2.5 years

Rebalancing

none

Base Currency

EUR