None Rebalancing
EUR
Unknown Risk

Performance Summary

No backtest data available

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global equity ETF portfolio targeting Europe, emerging markets, and sustainable themes like clean energy and blue economy.
AssetTypeAllocationTER
SPYW.XETRA
State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EURIE00B5M1WJ87
ETF
6.7%0.3%
0XCK.IL
Amundi FTSE Italia PMI PIR 2020 UCITS ETF AccFR0011758085
ETF
6.7%0.4%
XDEB.XETRA
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1CIE00BL25JN58
ETF
5.6%0.25%
JPGL.XETRA
JPMorgan Global Equity Multi-Factor UCITS ETF AccumulatingIE00BJRCLL96
ETF
5.6%0.19%
UIMY.F
UBS Factor MSCI EMU Low Volatility UCITS ETF EUR disLU1215454460
ETF
5.6%0.25%
IQQH.XETRA
iShares Global Clean Energy Transition UCITS ETF USD (Dist)IE00B1XNHC34
ETF
4.5%0.65%
HYCN.XETRA
Global X Hydrogen UCITS ETF USD AccumulatingIE0002RPS3K2
ETF
4.5%0.5%
2B77.XETRA
iShares Ageing Population UCITS ETFIE00BYZK4669
ETF
4.5%0.4%
IQQI.F
iShares Global Infrastructure UCITS ETFIE00B1FZS467
ETF
4.5%0.65%
BJLE.XETRA
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EURLU2194447293
ETF
4.5%0.3%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITSIE00BKM4GZ66
ETF
4.5%0.18%
W1TA.XETRA
WisdomTree Battery Solutions UCITS ETF USD AccIE00BKLF1R75
ETF
3.4%0.4%
UIM2.XETRA
UBS Factor MSCI EMU Quality Screened UCITS ETF EUR disLU1215451524
ETF
3.4%0.25%
IQQW.XETRA
iShares MSCI World UCITS ETF (Dist)IE00B0M62Q58
ETF
3.4%0.5%
IDVY.AS
iShares Euro Dividend UCITS ETFIE00B0M62S72
ETF
3.4%0.4%
XU61.XETRA
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR CapitalisationIE000FF2EBQ8
ETF
2.3%0.31%
LYM9.XETRA
Amundi MSCI New Energy UCITS ETF DistFR0010524777
ETF
2.3%0.6%
XDWH.XETRA
Xtrackers MSCI World Health Care UCITS ETF 1CIE00BM67HK77
ETF
2.3%0.25%
VVMX.XETRA
VanEck Rare Earth and Strategic Metals UCITS ETF AIE0002PG6CA6
ETF
2.3%0.59%
IS3T.XETRA
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)IE00BP3QZD73
ETF
2.3%0.3%
ZPRG.XETRA
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USDIE00B9CQXS71
ETF
2.3%0.45%
WELD.XETRA
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)IE000PMX0MW6
ETF
2.3%0.18%
SPYU.XETRA
State Street SPDR MSCI Europe Utilities UCITS ETF EURIE00BKWQ0P07
ETF
2.3%0.18%
ZPRA.XETRA
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USDIE00B9KNR336
ETF
2.3%0.55%
GGUE.XETRA
UBS Global Gender Equality UCITS ETF hEUR accIE00BDR5H073
ETF
2.3%0.23%
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
2.3%0.35%
SPYT.XETRA
State Street SPDR MSCI Europe Communication Services UCITS ETF EURIE00BKWQ0N82
ETF
1.3%0.18%
USPY.XETRA
L&G Cyber Security UCITS ETFIE00BYPLS672
ETF
1.3%0.69%
2B76.XETRA
iShares Automation & Robotics UCITS ETFIE00BYZK4552
ETF
1.3%0.4%
Total100.0%0.37%

Performance

Portfolio Value Over Time
Starting with 10,000 investment
Histogram of Monthly Returns
The portfolio had a positive return during 0 of the 0 months (0%)
Monthly Returns Heatmap
Best month: N/A • Worst month: N/A
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Peak-to-trough declines from highs

Detailed Metrics

Returns
Total Return
N/A
Annualized Return
N/A
Avg Monthly Return
N/A
Risk
Volatility (Annual)
N/A
Max Drawdown
N/A
Positive Months
0%
Average Drawdown
0.0%
Risk-Adjusted
Sharpe Ratio
N/A
Risk-free rate: 2.0%
Sortino Ratio
N/A
Downside risk adjusted
Return/Volatility
N/A
Calmar Ratio
N/A
Return/Max Drawdown
Ulcer Index
N/A
Drawdown depth & duration
Martin Ratio
N/A
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
N/A
Backtest Period
N/A
Rebalancing
none
Base Currency
EUR