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Gigì wallet

Created byuser-szq3yt
Optimize
Annual Rebalancing
EUR
Low Risk
3.9yr backtest

Performance Summary

Total Return+45.17%
Annualized Return+9.96%
Volatility+9.94%
Sharpe Ratio0.80
Max Drawdown+13.69%

Holdings

Asset Allocation

Asset Class

Equity 60.0%Bonds 30.0%Precious Metals 10.0%
Holdings Details
A diversified ETF portfolio blending global momentum stocks, ultrashort EUR bonds, and physical gold for balanced growth and stability.
AssetTypeAllocationTER
CBUH.XETRA
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) • IE000L5NW549
ETF
60.0%0.25%
ERNX.XETRA
iShares EUR Ultrashort Bond UCITS ETF EUR (Acc) • IE000RHYOR04
ETF
30.0%0.09%
GOLD-EUR.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
10.0%0.12%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,517.26
Histogram of Monthly Returns
The portfolio had a positive return during 31 of the 49 months (63%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -5.8% • Best year: 2024 (+22.0%) • Worst year: 2022 (-5.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.8%+2.0%-5.8%+2.7%--------+3.4%
2025+3.8%-1.8%-4.3%-0.3%+4.5%+0.0%+2.5%-0.6%+3.3%+1.9%+0.5%+0.7%+10.2%
2024+4.5%+4.8%+4.1%-1.6%+1.7%+3.8%-0.5%-0.5%+1.1%+1.1%+3.9%-1.9%+22.0%
2023+1.5%+0.1%+0.6%-0.1%+1.1%+1.7%+0.8%+0.0%-1.3%-0.5%+4.1%+1.8%+10.0%
2022---+0.0%-2.7%-3.3%+4.9%-1.3%-3.1%+2.8%+1.1%-3.2%-5.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.69% • The longest drawdown period lasted for 1 year and was between August 2022 and September 2023. It reached a trough of -6.5%.

Detailed Metrics

Returns
Total Return
+45.17%
Annualized Return
+9.96%
Avg Monthly Return
+0.80%
Risk
Volatility (Annual)
+9.94%
Max Drawdown
+13.69%
Positive Months
63%
Average Drawdown
-2.7%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.75
Downside risk adjusted
Return/Volatility
1.00
Calmar Ratio
0.73
Return/Max Drawdown
Ulcer Index
3.23
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,517.26
Backtest Period
2022-04-29 to 2026-04-02
3.9 years
Rebalancing
annual
Base Currency
EUR