HomePortfoliosDiversificada
Optimize
None Rebalancing
EUR
Moderate Risk
Multi-currency
7.2yr backtest

Performance Summary

Total Return+209.03%
Annualized Return+16.93%
Volatility+12.90%
Sharpe Ratio1.16
Max Drawdown+25.67%

Holdings

Asset Allocation

Asset Class

Equity 63.0%Precious Metals 30.0%Commodities 7.0%
Holdings Details
Diversified ETF portfolio blending global equities, gold, commodities, and European stocks for balanced growth and inflation protection.
AssetTypeAllocationTER
UETW.XETRA
UBS Core MSCI World UCITS ETF USD accIE00BD4TXV59
ETF
40.0%0.06%
EGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
30.0%0.12%
GAW.LSE
Games Workshop Group PLCGB0003718474
STOCK
10.0%0%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF AccLU0908500753
ETF
7.0%0.07%
CMOD.LSE
Invesco Bloomberg Commodity UCITS ETF AccIE00BD6FTQ80
ETF
7.0%0.19%
G2X.XETRA
VanEck Gold Miners UCITS ETFIE00BQQP9F84
ETF
6.0%0.53%
Total100.0%0.11%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €30,903.33
Histogram of Monthly Returns
The portfolio had a positive return during 60 of the 87 months (69%)
Monthly Returns Heatmap
Best month: +12.0% • Worst month: -9.5% • Best year: 2025 (+31.3%) • Worst year: 2022 (-5.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.6%+4.8%-6.8%+3.9%+1.9%-2.6%-2.2%+7.2%----+10.6%
2025+7.0%-0.4%-1.2%-0.1%+2.3%-0.3%+2.9%+0.9%+5.0%+4.7%+6.4%+0.8%+31.3%
2024+2.1%+0.4%+6.3%+1.0%+1.0%+3.2%+0.7%+0.7%+2.7%+4.2%+5.8%-1.8%+29.2%
2023+5.3%-1.6%+3.0%+0.6%+0.7%+2.0%+3.2%-1.6%-1.9%-0.4%+3.8%+0.1%+13.7%
2022-5.0%+1.2%+4.3%+0.5%-3.8%-5.3%+6.6%-2.8%-5.1%+2.3%+3.4%-1.2%-5.6%
2021-1.3%-2.0%+4.7%+2.8%+4.5%-0.8%+2.2%+1.0%-3.0%+2.5%+0.0%+3.7%+14.9%
2020+2.5%-5.3%-9.5%+12.0%+4.5%+1.8%+3.9%+2.8%-0.4%-1.1%-0.1%+4.7%+15.1%
2019-----+3.2%+2.3%+2.3%+0.7%+0.1%+3.7%+2.8%+16.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.67% • The longest drawdown period lasted for 1 year and 1 month and was between April 2022 and June 2023. It reached a trough of -13.1%.

Detailed Metrics

Returns
Total Return
+209.03%
Annualized Return
+16.93%
Avg Monthly Return
+1.36%
Risk
Volatility (Annual)
+12.90%
Max Drawdown
+25.67%
Positive Months
69%
Average Drawdown
-3.3%
Risk-Adjusted
Sharpe Ratio
1.16
Risk-free rate: 2.0%
Sortino Ratio
1.08
Downside risk adjusted
Return/Volatility
1.31
Calmar Ratio
0.66
Return/Max Drawdown
Ulcer Index
4.44
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
30,903.33
Backtest Period
2019-06-11 to 2026-08-28
7.2 years
Rebalancing
none
Base Currency
EUR
Diversificada | +16.9% CAGR | ETF Backtest