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Global Barbell Portfolio

Created byuser-r2wv47
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Monthly Rebalancing
USD
Low Risk
2.1yr backtest

Performance Summary

Total Return+32.09%
Annualized Return+14.37%
Volatility+9.85%
Sharpe Ratio1.26
Max Drawdown+9.20%

Holdings

Asset Allocation

Asset Class

Equity 55.0%Bonds 30.0%Precious Metals 15.0%
Holdings Details
A diversified ETF portfolio blending US stocks, long-term Treasuries, global equities, and gold for robust, all-weather growth.
AssetTypeAllocationTER
CSPX.LSE
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
40.0%0.07%
DTLA.LSE
iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58
ETF
30.0%0.07%
EXUS.LSE
Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4
ETF
15.0%0.15%
GLD.US
SPDR® Gold Shares • US78463V1070
ETF
15.0%0.4%
Total100.0%0.13%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $13,208.65
Histogram of Monthly Returns
The portfolio had a positive return during 21 of the 26 months (81%)
Monthly Returns Heatmap
Best month: +4.5% • Worst month: -6.9% • Best year: 2025 (+21.8%) • Worst year: 2026 (-0.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.5%+3.1%-6.9%+1.3%---------0.3%
2025+3.0%+0.3%-1.1%+0.9%+2.5%+3.2%+0.9%+1.7%+4.5%+2.3%+1.0%+0.8%+21.8%
2024--+1.8%-3.2%+2.7%+3.0%+2.2%+2.4%+2.3%-1.9%+2.3%-2.8%+8.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.20% • The longest drawdown period lasted for 2 months and was between February 2025 and May 2025. It reached a trough of -9.2%.

Detailed Metrics

Returns
Total Return
+32.09%
Annualized Return
+14.37%
Avg Monthly Return
+1.11%
Risk
Volatility (Annual)
+9.85%
Max Drawdown
+9.20%
Positive Months
81%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
1.26
Risk-free rate: 2.0%
Sortino Ratio
1.19
Downside risk adjusted
Return/Volatility
1.46
Calmar Ratio
1.56
Return/Max Drawdown
Ulcer Index
1.96
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$13,208.65
Backtest Period
2024-03-06 to 2026-04-02
2.1 years
Rebalancing
monthly
Base Currency
USD