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Dream Team

A portfolio for all economic cycles.

Created byuser-dqaxw8
FIRE Projection
Annual Rebalancing
EUR
Low Risk
Multi-currency
0.7yr backtest

Performance Summary

Total Return+17.22%
Annualized Return+23.98%
Volatility+8.40%
Sharpe Ratio2.62
Max Drawdown+5.75%

Holdings

Asset Allocation

Asset Class

Equity 81.0%Precious Metals 10.0%Bonds 9.0%
Holdings Details
Diversified all-weather ETF portfolio blending global equities, value, small caps, sector ETFs, and gold to perform across every economic cycle.
AssetTypeAllocationTER
IWDA.LSE
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
21.0%0.2%
IS3S.XETRA
iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59
ETF
10.0%0.25%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
10.0%0%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
10.0%0.75%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
6.0%0.18%
XDWS.XETRA
Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09
ETF
6.0%0.25%
XDW0.XETRA
Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91
ETF
6.0%0.25%
HLTW.PA
Amundi MSCI World Health Care UCITS ETF EUR Acc • LU0533033238
ETF
6.0%0.3%
XDWU.XETRA
Xtrackers MSCI World Utilities UCITS ETF 1C • IE00BM67HQ30
ETF
6.0%0.25%
CATB.LSE
HANetf KRC Cat Bond UCITS ETF (Acc) • IE000UWJUW87
ETF
5.0%1.28%
LYQ6.XETRA
Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385
ETF
4.0%0.15%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,722.44
Histogram of Monthly Returns
The portfolio had a positive return during 7 of the 10 months (70%)
Monthly Returns Heatmap
Best month: +5.3% • Worst month: -3.5% • Best year: 2026 (+16.0%) • Worst year: 2025 (+1.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.0%+5.3%-3.5%+3.6%+3.1%+0.8%-0.2%+2.3%-0.0%---+16.0%
2025-----------+1.1%+1.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.75% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -5.8%.

Detailed Metrics

Returns
Total Return
+17.22%
Annualized Return
+23.98%
Avg Monthly Return
+1.63%
Risk
Volatility (Annual)
+8.40%
Max Drawdown
+5.75%
Positive Months
70%
Average Drawdown
-1.2%
Risk-Adjusted
Sharpe Ratio
2.62
Risk-free rate: 2.0%
Sortino Ratio
2.59
Downside risk adjusted
Return/Volatility
2.85
Calmar Ratio
4.17
Return/Max Drawdown
Ulcer Index
1.45
Drawdown depth & duration
Martin Ratio
0.15
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,722.44
Backtest Period
2025-12-15 to 2026-09-11
0.7 years
Rebalancing
annual
Base Currency
EUR