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Geopolitique orientation

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Monthly Rebalancing

EUR

Moderate Risk

2.9yr backtest

Performance Summary

Total Return+90.60%

Annualized Return+25.05%

Volatility+13.40%

Sharpe Ratio1.72

Max Drawdown+16.03%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%

Holdings Details

Diversified ETF portfolio blending global stocks, emerging markets, defense, robotics, uranium, and gold for strategic growth and balance.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983	IE00B4L5Y983	Acc	ETF	35.0%	0.2%
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	25.0%	0.18%
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5	IE000YYE6WK5	Acc	ETF	20.0%	0.55%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	10.0%	0.12%
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1	IE000M7V94E1	Acc	ETF	5.0%	0.55%
2B76.XETRA iShares Automation & Robotics UCITS ETF • IE00BYZK4552	IE00BYZK4552	Acc	ETF	5.0%	0.4%
Total		Total			100.0%	0.28%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €19,060.13

Histogram of Monthly Returns

The portfolio had a positive return during 24 of the 36 months (67%)

Monthly Returns Heatmap

Best month: +7.4% • Worst month: -6.9% • Best year: 2024 (+28.9%) • Worst year: 2023 (+6.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+7.2%	+1.9%	-6.9%	+7.4%	+2.2%	-	-	-	-	-	-	-	+11.7%
2025	+4.6%	-1.3%	-2.6%	-0.7%	+6.7%	+2.1%	+4.8%	-0.5%	+6.8%	+4.7%	-3.0%	+1.4%	+24.5%
2024	+2.5%	+5.1%	+4.4%	-0.5%	+0.9%	+3.4%	+0.7%	+0.1%	+2.8%	+3.0%	+4.9%	-1.5%	+28.9%
2023	-	-	-	-	-	-0.6%	+3.3%	-1.2%	-0.5%	-1.9%	+4.9%	+2.5%	+6.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +16.03% • The longest drawdown period lasted for 3 months and was between February 2025 and May 2025. It reached a trough of -16.0%.

Detailed Metrics

Returns

Total Return

+90.60%

Annualized Return

+25.05%

Avg Monthly Return

+1.86%

Risk

Volatility (Annual)

+13.40%

Max Drawdown

+16.03%

Positive Months

67%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

1.72

Risk-free rate: 2.0%

Sortino Ratio

1.67

Downside risk adjusted

Return/Volatility

1.87

Calmar Ratio

1.56

Return/Max Drawdown

Ulcer Index

2.72

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€19,060.13

Backtest Period

2023-06-19 to 2026-05-08
2.9 years

Rebalancing

monthly

Base Currency

EUR