HomePortfolioseqqq/

eqqq/

Created byuser-jb4tpw
Optimize
Monthly Rebalancing
GBP
Moderate Risk
18.9yr backtest

Performance Summary

Total Return+1292.90%
Annualized Return+14.95%
Volatility+17.63%
Sharpe Ratio0.73
Max Drawdown+36.87%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio with 75% Nasdaq-100 tech and 25% global dividend equities for a balanced US and world growth strategy.
AssetTypeAllocationTER
EQQQ.LSE
Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012
ETF
75.0%0.3%
XGSD.LSE
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D • LU0292096186
ETF
25.0%0.5%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with £10,000 investment → now worth £139,290.45
Histogram of Monthly Returns
The portfolio had a positive return during 147 of the 228 months (64%)
Monthly Returns Heatmap
Best month: +12.0% • Worst month: -12.6% • Best year: 2009 (+42.0%) • Worst year: 2008 (-28.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.3%+0.4%-3.9%+10.8%+9.6%+0.8%-4.8%+4.5%----+17.9%
2025+3.2%-5.1%-7.2%-1.8%+7.3%+4.0%+6.7%-1.3%+4.9%+6.7%-2.1%-0.3%+14.8%
2024+1.2%+2.9%+2.8%-1.6%+1.9%+7.2%-2.7%-1.9%+1.6%+3.2%+5.2%+1.8%+23.3%
2023+7.3%+1.3%+3.2%-1.0%+5.5%+3.5%+3.4%-1.1%+0.1%-2.8%+5.3%+6.2%+35.1%
2022-7.0%-2.3%+6.3%-7.2%-2.3%-5.8%+8.8%+1.0%-4.6%-1.2%-0.2%-5.2%-19.0%
2021+0.2%+0.0%+2.7%+4.8%-2.5%+6.4%+1.4%+4.4%-2.7%+3.7%+4.7%+0.5%+25.8%
2020+2.1%-5.1%-5.6%+9.2%+6.0%+5.9%-0.1%+7.8%-1.1%-3.1%+8.8%+3.0%+29.7%
2019+5.4%+1.5%+4.9%+4.2%-3.2%+5.3%+6.9%-3.5%+1.0%-1.2%+3.5%+1.3%+28.8%
2018+1.3%+1.9%-6.4%+4.3%+6.5%+1.4%+2.9%+4.9%-0.6%-5.7%-0.4%-7.3%+1.7%
2017+1.0%+5.6%+0.6%-1.3%+3.7%-2.5%+2.1%+3.5%-3.6%+4.8%+0.1%+1.5%+16.2%
2016-3.8%+3.2%+2.2%-4.1%+3.8%+7.1%+7.1%+1.8%+2.7%+5.0%-1.6%+3.1%+28.8%
2015+1.3%+2.7%+1.8%-1.6%+0.9%-5.3%+4.3%-4.3%-2.2%+8.4%+2.4%+1.0%+8.9%
2014-1.4%+3.6%-1.1%-1.4%+4.8%+0.9%+0.8%+5.6%+0.9%+3.1%+6.0%-0.7%+22.7%
2013+7.3%+5.1%+1.7%+0.2%+5.7%-3.6%+4.5%-2.8%+0.5%+5.8%+0.1%+0.9%+27.8%
2012+4.0%+4.9%+3.7%-2.5%-2.6%+2.3%+1.2%+2.7%-0.5%-4.1%+1.4%-3.0%+7.3%
2011-1.4%+1.9%+0.8%-0.2%-0.6%+1.1%-2.1%-3.9%-0.2%+4.9%-0.7%+1.4%+0.8%
2010-4.7%+8.2%+7.7%+1.6%-3.3%-6.2%-0.9%-1.5%+8.0%+4.2%+1.5%+5.6%+20.6%
2009+1.0%-5.9%+12.0%+7.6%-5.2%+0.8%+8.6%+5.1%+5.8%-4.6%+4.7%+7.5%+42.0%
2008-11.8%-2.3%+1.2%+7.1%+3.0%-11.3%+0.5%+7.3%-12.6%-9.3%-5.3%+4.0%-28.2%
2007--------+3.6%+3.1%-4.9%+3.4%+5.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +36.87% • The longest drawdown period lasted for 2 years and 2 months and was between October 2007 and December 2009. It reached a trough of -36.9%.

Dividend Income

Summary
This portfolio contains 2 distributing ETFs (100.0% of total allocation)

Total Dividends Received

£9,146.38

106 payments

Dividend Yield

1.13%

(annualized)

Avg Per Payment

£86.29

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£643.42
2025£1,345.42
2024£1,486.68
2023£1,423.00
2022£1,446.75
2021£755.27
2020£687.94
2019£452.53
2018£387.16
2017£295.26
2016£202.56
2015£2.89
2014£3.74
2013£3.49
2012£2.51
2011£2.51
2010£2.57
2009£1.24
2008£1.45
Total£9,146.38

Detailed Metrics

Returns
Total Return
+1292.90%
Annualized Return
+14.95%
Avg Monthly Return
+1.26%
Risk
Volatility (Annual)
+17.63%
Max Drawdown
+36.87%
Positive Months
64%
Average Drawdown
-5.7%
Risk-Adjusted
Sharpe Ratio
0.73
Risk-free rate: 2.0%
Sortino Ratio
0.72
Downside risk adjusted
Return/Volatility
0.85
Calmar Ratio
0.41
Return/Max Drawdown
Ulcer Index
8.06
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
£10,000
Final Value
£139,290.45
Backtest Period
2007-09-13 to 2026-08-07
18.9 years
Rebalancing
monthly
Base Currency
GBP