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Divs Kings

Created byuser-17x0r1

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None Rebalancing

EUR

Moderate Risk

5.1yr backtest

Performance Summary

Total Return+77.19%

Annualized Return+11.96%

Volatility+11.93%

Sharpe Ratio0.83

Max Drawdown+15.69%

Holdings

Asset Allocation

Asset Class

Equity 60.0%Bonds 20.0%Precious Metals 20.0%

Holdings Details

A globally diversified ETF portfolio with 60% equities, 20% bonds, and 20% precious metals for balanced growth and stability.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWRL.AS Vanguard FTSE All-World UCITS ETF (USD) Distributing • IE00B3RBWM25	IE00B3RBWM25	Dist	ETF	40.0%	0.19%
DBXK.XETRA Xtrackers Eurozone Inflation-Linked Bond UCITS ETF 1C • LU0290358224	LU0290358224	Acc	ETF	10.0%	0.15%
4GLD.XETRA Xetra-Gold • DE000A0S9GB0	DE000A0S9GB0	Acc	ETF	10.0%	0%
JEST.XETRA JPMorgan EUR Ultra-Short Income UCITS ETF - EUR (Acc) • IE00BD9MMF62	IE00BD9MMF62	Acc	ETF	10.0%	0.18%
VUSA.XETRA Vanguard S&P 500 UCITS ETF (USD) Distributing • IE00B3XXRP09	IE00B3XXRP09	Dist	ETF	10.0%	0.07%
EQQQ.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012	IE0032077012	Dist	ETF	10.0%	0.3%
8PSB.XETRA Invesco Physical Silver • IE00B43VDT70	IE00B43VDT70	Acc	ETF	10.0%	0.19%
Total		Total			100.0%	0.16%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €17,718.96

Histogram of Monthly Returns

The portfolio had a positive return during 39 of the 62 months (63%)

Monthly Returns Heatmap

Best month: +6.7% • Worst month: -7.8% • Best year: 2024 (+24.4%) • Worst year: 2022 (-9.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+5.9%	+1.3%	-7.8%	+4.9%	+4.7%	-3.7%	-2.1%	-	-	-	-	-	+2.4%
2025	+4.0%	-1.9%	-4.2%	-3.0%	+4.2%	+0.9%	+4.2%	+0.3%	+5.3%	+4.7%	+1.8%	+5.1%	+22.8%
2024	+2.2%	+2.3%	+4.0%	-0.1%	+2.0%	+3.7%	-0.1%	-0.5%	+2.5%	+2.4%	+4.3%	-0.5%	+24.4%
2023	+3.2%	-1.0%	+2.6%	+0.0%	+2.7%	+1.1%	+2.6%	-0.3%	-2.1%	-0.9%	+4.3%	+1.9%	+14.9%
2022	-3.7%	+0.0%	+3.8%	-2.1%	-4.0%	-4.2%	+6.7%	-2.3%	-3.5%	+1.7%	+1.4%	-3.3%	-9.5%
2021	-	-	-	-	-	+0.7%	+1.2%	+1.4%	-1.9%	+4.0%	+1.0%	+2.2%	+8.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.69% • The longest drawdown period lasted for 1 year and 8 months and was between November 2021 and July 2023. It reached a trough of -11.7%.

Dividend Income

Summary

This portfolio contains 3 distributing ETFs (60.0% of total allocation)

Total Dividends Received

€518.22

61 payments

Dividend Yield

0.81%

(annualized)

Avg Per Payment

€8.50

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

Year	Dividends	Yield	Payments
2026	€63.16	0.35%	6
2025	€108.90	0.74%	12
2024	€105.69	0.83%	12
2023	€98.61	0.93%	12
2022	€99.17	0.96%	12
2021	€42.69	0.41%	7
Total	€518.22	0.81%	61

Detailed Metrics

Returns

Total Return

+77.19%

Annualized Return

+11.96%

Avg Monthly Return

+0.97%

Risk

Volatility (Annual)

+11.93%

Max Drawdown

+15.69%

Positive Months

63%

Average Drawdown

-4.1%

Risk-Adjusted

Sharpe Ratio

0.83

Risk-free rate: 2.0%

Sortino Ratio

0.77

Downside risk adjusted

Return/Volatility

1.00

Calmar Ratio

0.76

Return/Max Drawdown

Ulcer Index

4.84

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€17,718.96

Backtest Period

2021-06-24 to 2026-07-17
5.1 years

Rebalancing

none

Base Currency

EUR