Home PortfoliosHigh Growth Portfolio 1

High Growth Portfolio 1

Created byuser-vzt9j5

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.5yr backtest

Performance Summary

Total Return+67.21%

Annualized Return+22.89%

Volatility+15.77%

Sharpe Ratio1.32

Max Drawdown+24.32%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A diversified ETF portfolio with 75% US S&P 500 core, plus targeted allocations to uranium, tech, emerging markets, and healthcare innovation.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	75.0%	0.03%
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1	IE000M7V94E1	Acc	ETF	10.0%	0.55%
IUIT.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14	IE00B3WJKG14	Acc	ETF	5.0%	0.15%
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	5.0%	0.18%
HEAL.AS iShares Healthcare Innovation UCITS ETF • IE00BYZK4776	IE00BYZK4776	Acc	ETF	5.0%	0.4%
Total		Total			100.0%	0.11%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €16,720.54

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 30 months (60%)

Monthly Returns Heatmap

Best month: +9.7% • Worst month: -9.1% • Best year: 2024 (+31.5%) • Worst year: 2026 (+5.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.8%	-0.4%	-5.7%	+9.7%	-	-	-	-	-	-	-	-	+5.8%
2025	+3.8%	-4.7%	-9.1%	-4.1%	+9.0%	+2.9%	+6.7%	-1.0%	+4.9%	+6.9%	-3.3%	-0.6%	+10.1%
2024	+4.5%	+3.8%	+3.9%	-2.0%	+1.3%	+6.3%	-0.6%	-1.1%	+2.5%	+3.3%	+8.1%	-1.8%	+31.5%
2023	-	-	-	-	-	-	-	-	-	-	+5.1%	+3.9%	+9.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +24.32% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -24.3%.

Detailed Metrics

Returns

Total Return

+67.21%

Annualized Return

+22.89%

Avg Monthly Return

+1.83%

Risk

Volatility (Annual)

+15.77%

Max Drawdown

+24.32%

Positive Months

60%

Average Drawdown

-3.9%

Risk-Adjusted

Sharpe Ratio

1.32

Risk-free rate: 2.0%

Sortino Ratio

1.27

Downside risk adjusted

Return/Volatility

1.45

Calmar Ratio

0.94

Return/Max Drawdown

Ulcer Index

5.43

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€16,720.54

Backtest Period

2023-11-01 to 2026-04-30
2.5 years

Rebalancing

none

Base Currency

EUR