HomePortfoliosGolden Big Tech Max Balanced

Golden Big Tech Max Balanced

Created byuser-julfmc
Optimize
Quarterly Rebalancing
EUR
Low Risk
Multi-currency
7.3yr backtest

Performance Summary

Total Return+171.28%
Annualized Return+14.63%
Volatility+8.90%
Sharpe Ratio1.42
Max Drawdown+13.65%

Holdings

Asset Allocation

Asset Class

Equity 46.0%Precious Metals 32.0%Commodities 17.0%Bonds 5.0%
Holdings Details
Diversified ETF portfolio blending tech stocks, gold, managed futures, and commodities to hedge against volatility while capturing US tech growth.
AssetTypeAllocationTER
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
14.0%0.15%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
13.0%0%
DBMF.US
iMGP DBi Managed Futures Strategy ETF • US53700T8273
ETF
12.0%0.85%
IE00B42N9S52
Polar Capital Global Technology Fund I Income • IE00B42N9S52
FUND
11.0%1.03%
PSQ.US
ProShares Short QQQ • US74349Y8378
ETF
10.0%0.95%
PHAU.AS
WisdomTree Physical Gold EUR • JE00B1VS3770
ETF
10.0%0.39%
9GA9.XETRA
WisdomTree Gold 1x Daily Short EUR • JE00B24DKC09
ETF
9.0%0.39%
VGT.US
Vanguard Information Technology Index Fund ETF Shares • US92204A7028
ETF
6.0%0.1%
EFRN.XETRA
iShares EUR Floating Rate Bond Advanced UCITS ETF EUR (Dist) • IE00BF5GB717
ETF
5.0%0.1%
PDBC.US
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF • US46090F1003
ETF
5.0%0.59%
LQQ.PA
Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592
ETF
5.0%0.6%
Total100.0%0.48%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €27,127.79
Histogram of Monthly Returns
The portfolio had a positive return during 59 of the 88 months (67%)
Monthly Returns Heatmap
Best month: +7.2% • Worst month: -4.9% • Best year: 2024 (+23.8%) • Worst year: 2022 (-0.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+2.2%-1.8%+6.5%+7.2%-0.4%-2.9%+4.1%----+18.9%
2025+1.7%-1.9%-4.9%-3.5%+3.9%+0.8%+4.7%-0.8%+5.0%+5.5%-0.9%-0.2%+9.2%
2024+3.7%+2.5%+3.6%+0.8%+0.3%+5.0%-2.2%-1.5%+0.9%+2.9%+3.9%+1.9%+23.8%
2023+2.4%+1.7%+1.5%-1.7%+6.5%+0.7%+1.0%+0.8%+1.1%+0.3%+0.9%+1.0%+17.2%
2022-0.5%+0.7%+3.6%+2.7%-3.2%-0.2%+5.2%-0.1%-1.2%+0.1%-3.8%-3.5%-0.6%
2021+0.9%+0.8%+2.7%+0.3%-0.3%+3.8%+1.3%+1.2%-0.2%+2.9%+2.5%+3.6%+21.0%
2020+3.1%-2.4%-3.1%+5.3%+1.7%+2.4%-0.5%+3.0%-1.3%-0.7%-0.1%+1.6%+9.0%
2019-----1.1%+1.7%+4.4%+1.4%+0.2%-0.4%+2.7%+0.5%+9.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.65% • The longest drawdown period lasted for 11 months and was between August 2022 and July 2023. It reached a trough of -11.7%.

Dividend Income

Summary
This portfolio contains 6 distributing ETFs (49.0% of total allocation)

Total Dividends Received

€2,298.34

82 payments

Dividend Yield

1.93%

(annualized)

Avg Per Payment

€28.03

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€72.42
2025€324.05
2024€416.80
2023€496.68
2022€419.57
2021€354.03
2020€47.52
2019€167.28
Total€2,298.34

Detailed Metrics

Returns
Total Return
+171.28%
Annualized Return
+14.63%
Avg Monthly Return
+1.17%
Risk
Volatility (Annual)
+8.90%
Max Drawdown
+13.65%
Positive Months
67%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.42
Risk-free rate: 2.0%
Sortino Ratio
1.36
Downside risk adjusted
Return/Volatility
1.64
Calmar Ratio
1.07
Return/Max Drawdown
Ulcer Index
3.79
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€27,127.79
Backtest Period
2019-05-08 to 2026-08-28
7.3 years
Rebalancing
quarterly
Base Currency
EUR