Home PortfoliosEtoro ETFs UCITs MIX 4-6 Actual

Etoro ETFs UCITs MIX 4-6 Actual

Created byuser-lnjgx6

Optimize

None Rebalancing

USD

Moderate Risk

9.5yr backtest

Performance Summary

Total Return+414.91%

Annualized Return+18.84%

Volatility+16.87%

Sharpe Ratio1.00

Max Drawdown+32.37%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified US equity ETF portfolio blending S&P 500, Nasdaq, quality dividend growth, income, and semiconductor exposure for long-term capital appreciation.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	40.0%	0.07%
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19	IE00B53SZB19	Acc	ETF	20.0%	0.3%
DGRA.LSE WisdomTree US Quality Dividend Growth UCITS ETF USD Acc • IE00BZ56RG20	IE00BZ56RG20	Acc	ETF	15.0%	0.33%
DHSA.LSE WisdomTree US Equity Income UCITS ETF Acc • IE00BD6RZT93	IE00BD6RZT93	Acc	ETF	15.0%	0.29%
SOXX.US iShares Semiconductor ETF • US4642875235	US4642875235	Dist	ETF	10.0%	0.35%
Total		Total			100.0%	0.22%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $51,491.14

Histogram of Monthly Returns

The portfolio had a positive return during 80 of the 115 months (70%)

Monthly Returns Heatmap

Best month: +18.2% • Worst month: -9.5% • Best year: 2023 (+34.9%) • Worst year: 2022 (-22.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.8%	-0.1%	-6.3%	+18.2%	+6.0%	-	-	-	-	-	-	-	+21.8%
2025	+2.7%	-3.5%	-6.3%	-1.2%	+7.9%	+7.0%	+2.7%	+1.3%	+4.5%	+5.1%	-0.7%	+0.8%	+21.1%
2024	+1.8%	+5.0%	+3.4%	-3.8%	+4.0%	+5.9%	-0.5%	+0.5%	+2.2%	-1.0%	+3.9%	-1.2%	+21.5%
2023	+7.6%	-0.6%	+4.1%	-0.3%	+3.9%	+6.4%	+3.9%	-2.0%	-5.0%	-3.9%	+10.4%	+7.0%	+34.9%
2022	-7.5%	-1.7%	+4.1%	-9.2%	-0.8%	-9.5%	+9.4%	-3.8%	-8.6%	+5.1%	+4.6%	-4.5%	-22.1%
2021	+0.9%	+2.4%	+3.4%	+3.8%	+0.9%	+3.0%	+2.2%	+3.1%	-4.1%	+5.5%	+2.6%	+3.6%	+30.3%
2020	+0.2%	-8.6%	-8.8%	+11.3%	+3.8%	+4.1%	+5.8%	+7.7%	-2.9%	-2.8%	+11.5%	+4.2%	+25.6%
2019	+7.9%	+3.9%	+2.1%	+4.6%	-7.4%	+6.8%	+3.5%	-3.0%	+2.5%	+2.6%	+3.9%	+3.2%	+34.1%
2018	+5.3%	-2.3%	-4.0%	+0.7%	+3.4%	+0.4%	+2.9%	+3.3%	+0.2%	-7.3%	+1.0%	-7.9%	-5.3%
2017	+1.3%	+4.4%	+0.9%	+0.9%	+2.4%	-0.5%	+2.5%	+0.7%	+2.1%	+3.5%	+2.4%	+1.7%	+24.7%
2016	-	-	-	-	-	-	-	-	-	-	+3.2%	+2.2%	+5.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +32.37% • The longest drawdown period lasted for 1 year and 11 months and was between December 2021 and December 2023. It reached a trough of -27.9%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (10.0% of total allocation)

Total Dividends Received

$161.27

39 payments

Dividend Yield

0.07%

(annualized)

Avg Per Payment

$4.14

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	$5.79	0.01%	1
2025	$47.75	0.13%	4
2024	$39.82	0.12%	4
2023	$13.75	0.06%	4
2022	$13.73	0.06%	5
2021	$9.99	0.04%	4
2020	$9.29	0.05%	4
2019	$9.32	0.06%	4
2018	$6.44	0.05%	4
2017	$4.56	0.04%	4
2016	$0.86	0.01%	1
Total	$161.27	0.07%	39

Detailed Metrics

Returns

Total Return

+414.91%

Annualized Return

+18.84%

Avg Monthly Return

+1.55%

Risk

Volatility (Annual)

+16.87%

Max Drawdown

+32.37%

Positive Months

70%

Average Drawdown

-5.9%

Risk-Adjusted

Sharpe Ratio

1.00

Risk-free rate: 2.0%

Sortino Ratio

0.93

Downside risk adjusted

Return/Volatility

1.12

Calmar Ratio

0.58

Return/Max Drawdown

Ulcer Index

8.10

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$51,491.14

Backtest Period

2016-11-08 to 2026-05-08
9.5 years

Rebalancing

none

Base Currency

USD