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Global Barbell Portfolio

Created byuser-r2wv47

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.2yr backtest

Performance Summary

Total Return+38.86%

Annualized Return+16.17%

Volatility+13.26%

Sharpe Ratio1.07

Max Drawdown+16.42%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Bonds 15.0%Precious Metals 15.0%

Holdings Details

Diversified ETF portfolio blending 70% global equities, 15% long-term US bonds, and 15% gold for balanced growth and risk protection.

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%
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	15.0%	0.12%
Total		Total			100.0%	0.10%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,885.7

Histogram of Monthly Returns

The portfolio had a positive return during 20 of the 27 months (74%)

Monthly Returns Heatmap

Best month: +5.1% • Worst month: -6.6% • Best year: 2024 (+15.0%) • Worst year: 2026 (+6.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.9%	+4.2%	-6.6%	+5.0%	+1.7%	-	-	-	-	-	-	-	+6.8%
2025	+4.1%	-0.3%	-4.5%	-2.6%	+3.2%	-0.9%	+2.8%	+1.6%	+4.0%	+3.9%	+1.3%	+0.3%	+13.1%
2024	-	-	+3.3%	-1.5%	+1.0%	+3.6%	+1.0%	+0.4%	+1.6%	+0.6%	+5.1%	-0.8%	+15.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +16.42% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -16.4%.

Detailed Metrics

Returns

Total Return

+38.86%

Annualized Return

+16.17%

Avg Monthly Return

+1.26%

Risk

Volatility (Annual)

+13.26%

Max Drawdown

+16.42%

Positive Months

74%

Average Drawdown

-2.7%

Risk-Adjusted

Sharpe Ratio

1.07

Risk-free rate: 2.0%

Sortino Ratio

1.00

Downside risk adjusted

Return/Volatility

1.22

Calmar Ratio

0.98

Return/Max Drawdown

Ulcer Index

3.60

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,885.7

Backtest Period

2024-03-06 to 2026-05-15
2.2 years

Rebalancing

none

Base Currency

EUR