Home PortfoliosGoBu 2.0

GoBu 2.0

Created byuser-jb9a33

None Rebalancing

EUR

Low Risk

1.4yr backtest

Performance Summary

Total Return+19.15%

Annualized Return+13.45%

Volatility+8.82%

Sharpe Ratio1.30

Max Drawdown+7.09%

Holdings

Asset Allocation

Asset Class

Equity 45.0%Bonds 35.0%Precious Metals 20.0%

Holdings Details

Diversified ETF portfolio blending global stocks, bonds, and gold for a balanced, all-weather investment strategy across major asset classes.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983	IE00B4L5Y983	Acc	ETF	35.0%	0.2%
DBZB.XETRA Xtrackers II Global Government Bond UCITS ETF 1C EUR Hedged • LU0378818131	LU0378818131	Acc	ETF	35.0%	0.25%
SGLD.AS Invesco Physical Gold ETC • IE00B579F325	IE00B579F325	Acc	ETC	20.0%	0.12%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	10.0%	0.75%
Total		Total			100.0%	0.26%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,914.59

Histogram of Monthly Returns

The portfolio had a positive return during 12 of the 17 months (71%)

Monthly Returns Heatmap

Best month: +3.9% • Worst month: -4.9% • Best year: 2025 (+11.1%) • Worst year: 2026 (+7.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.9%	+2.9%	-4.9%	+2.2%	+2.2%	-1.6%	-0.8%	+3.4%	-	-	-	-	+7.2%
2025	-	-	-	-1.8%	+1.8%	-0.5%	+2.4%	+0.2%	+3.7%	+3.8%	+0.9%	+0.1%	+11.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +7.09% • The longest drawdown period lasted for 5 months and was between March 2026 and August 2026. It reached a trough of -7.1%.

Detailed Metrics

Returns

Total Return

+19.15%

Annualized Return

+13.45%

Avg Monthly Return

+1.06%

Risk

Volatility (Annual)

+8.82%

Max Drawdown

+7.09%

Positive Months

71%

Average Drawdown

-1.7%

Risk-Adjusted

Sharpe Ratio

1.30

Risk-free rate: 2.0%

Sortino Ratio

1.26

Downside risk adjusted

Return/Volatility

1.52

Calmar Ratio

1.90

Return/Max Drawdown

Ulcer Index

2.08

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,914.59

Backtest Period

2025-04-01 to 2026-08-21
1.4 years

Rebalancing

none

Base Currency

EUR