HomePortfoliosGlobal Growth with Small Cap Edge (Trade Republic)

Global Growth with Small Cap Edge (Trade Republic)

A buy-and-hold growth portfolio that captures global market returns with added exposure to smaller companies for higher growth potential.

The Strategy:

  • 45% world quality stocks (ACWI) as the foundation
  • 20% Asian emerging markets for high growth
  • 15% world technology sector for innovation
  • 10% physical gold for protection
  • 5% world small cap stocks for extra growth
  • 5% China tech for emerging tech exposure

Who it's for: Long-term investors comfortable holding through market ups and downs. The small cap portion adds extra growth potential but also more volatility. Perfect for those who prefer a hands-off approach.

Risk level: Medium-high. The mix of emerging markets, tech, and small caps creates more volatility than a simple index, but the 45% core and gold provide stability.

Optimize
Annual Rebalancing
EUR
Moderate Risk
4.0yr backtest

Performance Summary

Total Return+63.66%
Annualized Return+13.02%
Volatility+13.75%
Sharpe Ratio0.80
Max Drawdown+20.20%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
A buy-and-hold ETF portfolio for global growth, diversified with small cap stocks, emerging markets, and gold for long-term investors.
AssetTypeAllocationTER
IUSQ.XETRA
iShares MSCI ACWI UCITS ETF USD (Acc)IE00B6R52259
ETF
45.0%0.2%
CEBL.XETRA
iShares MSCI EM Asia UCITS ETF (Acc)IE00B5L8K969
ETF
20.0%0.2%
XDWT.XETRA
Xtrackers MSCI World Information Technology UCITS ETF 1CIE00BM67HT60
ETF
15.0%0.25%
EGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
10.0%0.12%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETFIE00BF4RFH31
ETF
5.0%0.35%
CBUK.XETRA
iShares MSCI China Tech UCITS ETF USD (Acc)IE000NFR7C63
ETF
5.0%0.45%
Total100.0%0.22%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €16,365.97
Histogram of Monthly Returns
The portfolio had a positive return during 29 of the 49 months (59%)
Monthly Returns Heatmap
Best month: +10.0% • Worst month: -7.0% • Best year: 2024 (+25.8%) • Worst year: 2022 (-11.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.2%+2.1%-6.8%+10.0%--------+8.0%
2025+3.7%-1.3%-5.8%-4.0%+5.6%+1.9%+5.1%+0.2%+5.6%+5.0%-1.4%+0.4%+15.3%
2024+1.1%+4.0%+3.9%-0.6%+1.5%+5.5%-0.5%-0.8%+4.0%+1.1%+4.4%-0.1%+25.8%
2023+6.5%-1.4%+1.7%-1.7%+3.3%+2.5%+3.2%-1.8%-1.9%-2.5%+5.7%+3.1%+17.5%
2022----1.7%-3.3%-3.9%+6.5%-1.0%-7.0%+0.0%+4.1%-4.7%-11.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.20% • The longest drawdown period lasted for 11 months and was between August 2022 and July 2023. It reached a trough of -12.9%.

Detailed Metrics

Returns
Total Return
+63.66%
Annualized Return
+13.02%
Avg Monthly Return
+1.08%
Risk
Volatility (Annual)
+13.75%
Max Drawdown
+20.20%
Positive Months
59%
Average Drawdown
-4.2%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.77
Downside risk adjusted
Return/Volatility
0.95
Calmar Ratio
0.64
Return/Max Drawdown
Ulcer Index
5.24
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
16,365.97
Backtest Period
2022-04-08 to 2026-04-17
4.0 years
Rebalancing
annual
Base Currency
EUR