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Global Barbell Portfolio

Created byuser-r2wv47

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.1yr backtest

Performance Summary

Total Return+20.21%

Annualized Return+9.01%

Volatility+12.52%

Sharpe Ratio0.56

Max Drawdown+17.82%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Bonds 15.0%

Holdings Details

Global Barbell ETF portfolio: 70% diversified world stocks plus 30% split between long-term US Treasuries and gold for balanced growth and stability.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	40.0%	0.07%
EXUS.LSE Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	30.0%	0.15%
DTLA.LSE iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58	IE00BFM6TC58	Acc	ETF	15.0%	0.07%
SGLN.US SurgLine International Inc • US8688481022	US8688481022	-	STOCK	15.0%	-
Total		Total			100.0%	0.08%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,020.59

Histogram of Monthly Returns

The portfolio had a positive return during 15 of the 26 months (58%)

Monthly Returns Heatmap

Best month: +5.7% • Worst month: -6.2% • Best year: 2024 (+11.6%) • Worst year: 2026 (+3.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.2%	+3.2%	-4.6%	+5.5%	-	-	-	-	-	-	-	-	+3.6%
2025	+2.9%	-0.6%	-6.2%	-3.6%	+3.5%	-0.7%	+2.8%	+0.9%	+2.0%	+3.3%	+0.2%	-0.1%	+4.0%
2024	-	-	+2.7%	-2.0%	+0.9%	+3.7%	+0.4%	-0.1%	+0.8%	-0.2%	+5.7%	-0.6%	+11.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +17.82% • The longest drawdown period lasted for 8 months and was between February 2025 and October 2025. It reached a trough of -17.8%.

Detailed Metrics

Returns

Total Return

+20.21%

Annualized Return

+9.01%

Avg Monthly Return

+0.75%

Risk

Volatility (Annual)

+12.52%

Max Drawdown

+17.82%

Positive Months

58%

Average Drawdown

-3.3%

Risk-Adjusted

Sharpe Ratio

0.56

Risk-free rate: 2.0%

Sortino Ratio

0.52

Downside risk adjusted

Return/Volatility

0.72

Calmar Ratio

0.51

Return/Max Drawdown

Ulcer Index

4.40

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,020.59

Backtest Period

2024-03-06 to 2026-04-24
2.1 years

Rebalancing

none

Base Currency

EUR