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growth

Created byuser-2nsl2u

None Rebalancing

USD

Moderate Risk

1.3yr backtest

Performance Summary

Total Return+43.96%

Annualized Return+32.03%

Volatility+15.51%

Sharpe Ratio1.94

Max Drawdown+14.01%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Precious Metals 15.0%Cryptocurrencies 10.0%

Holdings Details

Growth portfolio blending global dividend ETFs, AI tech, gold/silver, and Bitcoin for a diversified, forward-looking asset allocation strategy.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VYMI.US Vanguard International High Dividend Yield Index Fund ETF Shares • US9219467944	US9219467944	Dist	ETF	15.0%	0.22%
IAPD.SW iShares Asia Pacific Dividend UCITS ETF • IE00B14X4T88	IE00B14X4T88	Dist	ETF	10.0%	0.59%
SCHD.US Schwab U.S. Dividend Equity ETF • US8085247976	US8085247976	Dist	ETF	10.0%	0.06%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	10.0%	0.12%
BTC-EUR Bitcoin EUR Price	-	-	CRYPTO	10.0%	-
REMX.LSE VanEck Rare Earth and Strategic Metals UCITS ETF A • IE0002PG6CA6	IE0002PG6CA6	Acc	ETF	9.0%	0.59%
AINF.AS iShares AI Infrastructure UCITS ETF USD (Acc) • IE000X59ZHE2	IE000X59ZHE2	Acc	ETF	7.5%	0.35%
AIQ.US Global X Artificial Intelligence & Technology ETF • US37954Y6326	US37954Y6326	Dist	ETF	7.5%	0.68%
COPM.AS iShares Copper Miners UCITS ETF USD (Acc) • IE00063FT9K6	IE00063FT9K6	Acc	ETF	5.0%	0.55%
FSTA.US Fidelity® MSCI Consumer Staples Index ETF • US3160923039	US3160923039	Dist	ETF	5.0%	0.08%
8PSB.XETRA Invesco Physical Silver • IE00B43VDT70	IE00B43VDT70	Acc	ETF	5.0%	0.19%
AUMI.US Themes Gold Miners ETF • US8829277008	US8829277008	Dist	ETF	3.0%	0.35%
SLVR.XETRA Global X Silver Miners UCITS ETF USD Accumulating • IE000UL6CLP7	IE000UL6CLP7	Acc	ETF	3.0%	0.65%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $14,395.95

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 17 months (82%)

Monthly Returns Heatmap

Best month: +9.3% • Worst month: -10.7% • Best year: 2025 (+44.7%) • Worst year: 2024 (-5.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+9.3%	+6.4%	-10.7%	+1.3%	-	-	-	-	-	-	-	-	+5.2%
2025	+4.9%	-2.3%	+0.1%	+0.6%	+4.3%	+3.7%	+3.5%	+6.2%	+7.0%	+3.0%	+2.4%	+4.7%	+44.7%
2024	-	-	-	-	-	-	-	-	-	-	-	-5.4%	-5.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +14.01% • The longest drawdown period lasted for 2 months and was between February 2025 and May 2025. It reached a trough of -13.9%.

Dividend Income

Summary

This portfolio contains 6 distributing ETFs (50.5% of total allocation)

Total Dividends Received

$259.98

29 payments

Dividend Yield

1.69%

(annualized)

Avg Per Payment

$8.96

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

Year	Dividends	Yield	Payments
2026	$29.23	0.20%	5
2025	$178.11	1.61%	19
2024	$52.62	0.55%	5
Total	$259.98	1.69%	29

Detailed Metrics

Returns

Total Return

+43.96%

Annualized Return

+32.03%

Avg Monthly Return

+2.28%

Risk

Volatility (Annual)

+15.51%

Max Drawdown

+14.01%

Positive Months

82%

Average Drawdown

-3.2%

Risk-Adjusted

Sharpe Ratio

1.94

Risk-free rate: 2.0%

Sortino Ratio

1.86

Downside risk adjusted

Return/Volatility

2.07

Calmar Ratio

2.29

Return/Max Drawdown

Ulcer Index

4.02

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$14,395.95

Backtest Period

2024-12-09 to 2026-04-02
1.3 years

Rebalancing

none

Base Currency

USD