HomePortfoliosGlobal 88/12 Portfolio: MSCI World & MSCI Emerging markets

Global 88/12 Portfolio: MSCI World & MSCI Emerging markets

Picked SWRD.AS (88%) for broad, stable MSCI World coverage; EMIM.AS (12%) adds growth from emerging markets. The 88/12 split keeps risk lower, with most in developed markets, but still enough emerging for upside. Simple, global. expect to hold for 7-9 years

Optimize
Annual Rebalancing
EUR
Moderate Risk
11.9yr backtest

Performance Summary

Total Return+272.43%
Annualized Return+11.68%
Volatility+15.70%
Sharpe Ratio0.62
Max Drawdown+33.42%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global ETF portfolio with 88% MSCI World and 12% Emerging Markets for stable growth and strategic upside.
AssetTypeAllocationTER
IWDA.AS
iShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y983
ETF
88.0%0.2%
EMIM.AS
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)IE00BKM4GZ66
ETF
12.0%0.18%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €37,242.56
Histogram of Monthly Returns
The portfolio had a positive return during 95 of the 144 months (66%)
Monthly Returns Heatmap
Best month: +9.4% • Worst month: -11.3% • Best year: 2021 (+29.6%) • Worst year: 2022 (-13.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.4%+1.8%-5.4%+8.9%+2.6%-------+9.0%
2025+3.6%-2.3%-7.3%-3.9%+6.2%+1.2%+4.7%-0.3%+2.9%+4.4%-0.6%+0.2%+8.3%
2024+3.2%+3.7%+3.6%-1.7%+1.0%+5.0%+0.2%-0.5%+1.8%+0.9%+6.7%-0.5%+25.7%
2023+5.4%+0.1%+0.2%-0.0%+2.3%+3.7%+2.6%-1.0%-1.4%-3.5%+5.7%+3.5%+18.5%
2022-4.5%-2.2%+4.2%-2.4%-3.3%-6.1%+9.3%-1.7%-5.8%+3.5%+1.3%-5.8%-13.8%
2021+1.0%+2.9%+5.7%+1.7%-0.2%+4.6%+1.1%+2.8%-1.8%+4.7%+0.5%+3.4%+29.6%
2020+0.4%-8.2%-11.3%+9.4%+2.1%+2.4%+0.1%+5.3%-0.9%-2.1%+9.2%+2.1%+6.5%
2019+7.5%+3.5%+2.5%+3.5%-5.0%+3.9%+3.3%-1.9%+3.3%+0.0%+4.1%+1.2%+28.3%
2018+1.9%-2.0%-3.3%+3.4%+3.2%-0.3%+2.5%+1.5%+0.6%-5.1%+0.9%-7.4%-4.8%
2017-0.1%+5.0%+0.7%-0.6%-1.0%-0.9%-0.5%-0.5%+2.6%+3.8%-0.5%+1.0%+9.1%
2016-6.4%+0.3%+1.9%+0.1%+3.5%-0.4%+4.0%+0.5%+0.3%+0.7%+4.5%+2.1%+11.1%
2015+5.3%+6.2%+2.9%-1.1%+1.3%-3.8%+2.0%-8.4%-3.3%+9.3%+3.6%-4.5%+8.5%
2014------0.4%+1.1%+3.8%+1.2%+1.1%+2.5%+1.2%+11.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.42% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -16.2%.

Detailed Metrics

Returns
Total Return
+272.43%
Annualized Return
+11.68%
Avg Monthly Return
+0.99%
Risk
Volatility (Annual)
+15.70%
Max Drawdown
+33.42%
Positive Months
66%
Average Drawdown
-5.3%
Risk-Adjusted
Sharpe Ratio
0.62
Risk-free rate: 2.0%
Sortino Ratio
0.57
Downside risk adjusted
Return/Volatility
0.74
Calmar Ratio
0.35
Return/Max Drawdown
Ulcer Index
6.86
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
37,242.56
Backtest Period
2014-06-11 to 2026-05-08
11.9 years
Rebalancing
annual
Base Currency
EUR