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Giuseppe folio

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Quarterly Rebalancing

EUR

Moderate Risk

Multi-currency

4.0yr backtest

Performance Summary

Total Return+70.31%

Annualized Return+14.29%

Volatility+15.22%

Sharpe Ratio0.81

Max Drawdown+21.42%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 20.0%

Holdings Details

Diversified ETF portfolio blending 70% Nasdaq 100 tech growth, 20% EUR short-term bonds, and 10% global energy for balanced exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19	IE00B53SZB19	Acc	ETF	70.0%	0.3%
ERNX.XETRA iShares EUR Ultrashort Bond UCITS ETF EUR (Acc) • IE000RHYOR04	IE000RHYOR04	Acc	ETF	20.0%	0.09%
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	10.0%	0.25%
Total		Total			100.0%	0.25%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €17,031.29

Histogram of Monthly Returns

The portfolio had a positive return during 29 of the 49 months (59%)

Monthly Returns Heatmap

Best month: +10.5% • Worst month: -7.4% • Best year: 2023 (+35.7%) • Worst year: 2022 (-12.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+0.5%	+0.0%	-1.1%	+9.0%	-	-	-	-	-	-	-	-	+8.4%
2025	+2.3%	-3.6%	-7.4%	-3.6%	+6.9%	+1.8%	+4.4%	-0.4%	+3.1%	+5.0%	-1.3%	-0.8%	+5.5%
2024	+3.1%	+3.1%	+2.4%	-1.2%	+1.0%	+7.2%	-2.4%	-1.5%	+1.3%	+1.9%	+6.5%	+1.8%	+25.1%
2023	+6.6%	+2.1%	+3.8%	-0.5%	+7.4%	+3.7%	+2.5%	+0.6%	-0.9%	-2.7%	+5.1%	+3.7%	+35.7%
2022	-	-	-	+0.0%	-3.3%	-5.8%	+10.5%	-0.8%	-5.3%	+2.0%	-2.9%	-6.4%	-12.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.42% • The longest drawdown period lasted for 9 months and was between August 2022 and May 2023. It reached a trough of -17.7%.

Detailed Metrics

Returns

Total Return

+70.31%

Annualized Return

+14.29%

Avg Monthly Return

+1.17%

Risk

Volatility (Annual)

+15.22%

Max Drawdown

+21.42%

Positive Months

59%

Average Drawdown

-4.9%

Risk-Adjusted

Sharpe Ratio

0.81

Risk-free rate: 2.0%

Sortino Ratio

0.77

Downside risk adjusted

Return/Volatility

0.94

Calmar Ratio

0.67

Return/Max Drawdown

Ulcer Index

6.19

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€17,031.29

Backtest Period

2022-04-29 to 2026-04-24
4.0 years

Rebalancing

quarterly

Base Currency

EUR