HomePortfoliosGlobal Barbell Portfolio Rev.01

Global Barbell Portfolio Rev.01

Created byuser-r2wv47
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None Rebalancing
USD
Low Risk
2.1yr backtest

Performance Summary

Total Return+28.37%
Annualized Return+12.81%
Volatility+9.51%
Sharpe Ratio1.14
Max Drawdown+8.79%

Holdings

Asset Allocation

Asset Class

Bonds 55.0%Equity 30.0%Precious Metals 15.0%
Holdings Details
Global barbell ETF portfolio blending long-term US treasuries, S&P 500 stocks, gold, and international equities for a diversified, resilient strategy.
AssetTypeAllocationTER
DTLA.LSE
iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58
ETF
45.0%0.07%
CSPX.LSE
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
15.0%0.07%
GLD.US
SPDR® Gold Shares • US78463V1070
ETF
15.0%0.4%
EXUS.LSE
Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4
ETF
15.0%0.15%
AGGH.US
Simplify Exchange Traded Funds • US82889N7232
ETF
10.0%0.5%
Total100.0%0.17%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $12,837.35
Histogram of Monthly Returns
The portfolio had a positive return during 21 of the 26 months (81%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -7.0% • Best year: 2025 (+21.4%) • Worst year: 2026 (+1.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.5%+4.5%-7.0%+0.9%--------+1.4%
2025+2.5%+1.9%+0.6%+1.0%+0.2%+2.6%+0.0%+1.8%+4.9%+2.0%+1.5%+0.6%+21.4%
2024--+1.0%-3.7%+2.5%+2.1%+2.7%+2.7%+2.0%-2.9%+1.3%-3.1%+4.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.79% • The longest drawdown period lasted for 5 months and was between September 2024 and February 2025. It reached a trough of -6.9%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (10.0% of total allocation)

Total Dividends Received

$169.40

25 payments

Dividend Yield

0.73%

(annualized)

Avg Per Payment

$6.78

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026$19.92
2025$80.16
2024$69.30
Total$169.40

Detailed Metrics

Returns
Total Return
+28.37%
Annualized Return
+12.81%
Avg Monthly Return
+1.00%
Risk
Volatility (Annual)
+9.51%
Max Drawdown
+8.79%
Positive Months
81%
Average Drawdown
-1.8%
Risk-Adjusted
Sharpe Ratio
1.14
Risk-free rate: 2.0%
Sortino Ratio
1.08
Downside risk adjusted
Return/Volatility
1.35
Calmar Ratio
1.46
Return/Max Drawdown
Ulcer Index
2.31
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$12,837.35
Backtest Period
2024-03-06 to 2026-04-02
2.1 years
Rebalancing
none
Base Currency
USD