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Diversificada +

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None Rebalancing
EUR
Moderate Risk
Multi-currency
7.2yr backtest

Performance Summary

Total Return+220.65%
Annualized Return+17.53%
Volatility+13.00%
Sharpe Ratio1.19
Max Drawdown+22.62%

Holdings

Asset Allocation

Asset Class

Equity 48.0%Precious Metals 45.0%Commodities 7.0%
Holdings Details
Gold-heavy diversified portfolio blending 45% precious metals with global and European equities plus commodities for inflation protection and growth.
AssetTypeAllocationTER
EGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
45.0%0.12%
UETW.XETRA
UBS Core MSCI World UCITS ETF USD accIE00BD4TXV59
ETF
25.0%0.06%
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%0.12%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €32,064.74
Histogram of Monthly Returns
The portfolio had a positive return during 61 of the 87 months (70%)
Monthly Returns Heatmap
Best month: +11.1% • Worst month: -7.4% • Best year: 2025 (+36.9%) • Worst year: 2022 (-2.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.6%+5.3%-7.4%+2.5%+1.1%-4.2%-2.1%+8.4%----+9.6%
2025+7.5%+0.1%+0.7%+0.6%+1.4%-0.9%+2.7%+1.3%+6.2%+4.9%+7.0%+0.9%+36.9%
2024+1.7%-0.1%+7.0%+2.0%+0.8%+2.6%+1.1%+0.9%+3.1%+5.0%+4.7%-1.7%+30.3%
2023+5.2%-2.1%+3.8%+0.4%+0.8%+0.7%+3.1%-1.5%-2.0%+1.2%+2.8%-0.4%+12.2%
2022-4.3%+2.3%+4.2%+1.4%-4.1%-4.3%+5.1%-2.7%-4.2%+1.1%+3.7%-0.3%-2.8%
2021-1.4%-3.4%+4.1%+2.7%+5.4%-2.0%+2.4%+0.5%-2.9%+2.0%+0.3%+3.4%+11.0%
2020+3.3%-3.9%-7.4%+11.1%+4.0%+1.8%+4.7%+1.8%-0.6%-0.8%-2.5%+4.9%+16.2%
2019-----+3.9%+2.3%+3.8%-0.3%+0.2%+2.7%+2.9%+16.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +22.62% • The longest drawdown period lasted for 1 year and was between April 2022 and May 2023. It reached a trough of -12.6%.

Detailed Metrics

Returns
Total Return
+220.65%
Annualized Return
+17.53%
Avg Monthly Return
+1.41%
Risk
Volatility (Annual)
+13.00%
Max Drawdown
+22.62%
Positive Months
70%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.19
Risk-free rate: 2.0%
Sortino Ratio
1.13
Downside risk adjusted
Return/Volatility
1.35
Calmar Ratio
0.77
Return/Max Drawdown
Ulcer Index
4.39
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
32,064.74
Backtest Period
2019-06-11 to 2026-08-28
7.2 years
Rebalancing
none
Base Currency
EUR