HomePortfoliosDividend Claude 8% Yield Growth

Dividend Claude 8% Yield Growth

Created byuser-xwe79g
Annual Rebalancing
EUR
Low Risk
Multi-currency
0.4yr backtest

Performance Summary

Total Return+6.16%
Annualized Return+15.13%
Volatility+9.63%
Sharpe Ratio1.36
Max Drawdown+5.53%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
Diversified global ETF portfolio targeting high income and growth through equities, tech, and gold for balanced returns.
AssetTypeAllocationTER
WINC.AS
iShares World Equity High Income UCITS ETF USD (Dist) • IE000KJPDY61
ETF
20.0%0.35%
VDIV.XETRA
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
13.0%0.38%
LDGL.XETRA
L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1
ETF
13.0%0.29%
ASWL.XETRA
Rex Tech Innovation Income & Growth UCITS ETF • IE000OBK3UE0
ETF
12.0%0.65%
IE000SNMGYT5
First Trust Vest S&P 500 Dividend Aristocrats Target Income UCITS B ETF USD Distributing • IE000SNMGYT5
FUND
12.0%0.35%
INCU.XETRA
iShares U.S. Equity High Income UCITS ETF USD (Dist) • IE000WHL2ZK1
ETF
10.0%0.35%
YGLD.XETRA
IncomeShares Gold + Yield ETP • XS2852999775
ETF
10.0%0.65%
JEQP.XETRA
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) • IE000U9J8HX9
ETF
10.0%0.35%
Total100.0%0.41%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,616
Histogram of Monthly Returns
The portfolio had a positive return during 4 of the 6 months (67%)
Monthly Returns Heatmap
Best month: +4.6% • Worst month: -3.8% • Best year: 2026 (+5.9%) • Worst year: 2026 (+5.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.3%+2.5%-3.8%+4.6%+3.6%+0.4%------+5.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.53% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -5.5%.

Dividend Income

Summary
This portfolio contains 8 distributing ETFs (100.0% of total allocation)

Total Dividends Received

€324.66

24 payments

Dividend Yield

7.53%

(annualized)

Avg Per Payment

€13.53

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€324.64
Total€324.66

Detailed Metrics

Returns
Total Return
+6.16%
Annualized Return
+15.13%
Avg Monthly Return
+1.00%
Risk
Volatility (Annual)
+9.63%
Max Drawdown
+5.53%
Positive Months
67%
Average Drawdown
-1.3%
Risk-Adjusted
Sharpe Ratio
1.36
Risk-free rate: 2.0%
Sortino Ratio
1.42
Downside risk adjusted
Return/Volatility
1.57
Calmar Ratio
2.74
Return/Max Drawdown
Ulcer Index
1.74
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,616
Backtest Period
2026-01-15 to 2026-06-19
0.4 years
Rebalancing
annual
Base Currency
EUR
Dividend Claude 8% Yield Growth | +15.1% CAGR | ETF Backtest