HomePortfoliosJordy High Growth Portfolio definitief.

Jordy High Growth Portfolio definitief.

Created byuser-vzt9j5
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None Rebalancing
EUR
Moderate Risk
2.5yr backtest

Performance Summary

Total Return+85.39%
Annualized Return+28.08%
Volatility+17.88%
Sharpe Ratio1.46
Max Drawdown+25.90%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio focused on US equities, global tech, semiconductors, digital security, and nuclear technology for targeted growth.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
66.7%0.03%
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
13.3%0.35%
L0CK.XETRA
iShares Digital Security UCITS ETF USD (Acc) • IE00BG0J4C88
ETF
10.0%0.4%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
10.0%0.55%
Total100.0%0.16%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €18,538.53
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 30 months (63%)
Monthly Returns Heatmap
Best month: +14.9% • Worst month: -10.0% • Best year: 2024 (+30.2%) • Worst year: 2023 (+11.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.1%-0.2%-6.1%+14.9%--------+13.1%
2025+4.3%-5.1%-10.0%-4.0%+10.0%+4.1%+5.9%-1.0%+6.0%+8.4%-4.1%+0.1%+13.2%
2024+4.7%+4.6%+3.8%-2.5%+1.5%+6.8%-1.7%-1.4%+2.2%+2.9%+8.0%-1.7%+30.2%
2023----------+6.0%+5.0%+11.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.90% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -25.9%.

Detailed Metrics

Returns
Total Return
+85.39%
Annualized Return
+28.08%
Avg Monthly Return
+2.21%
Risk
Volatility (Annual)
+17.88%
Max Drawdown
+25.90%
Positive Months
63%
Average Drawdown
-4.2%
Risk-Adjusted
Sharpe Ratio
1.46
Risk-free rate: 2.0%
Sortino Ratio
1.40
Downside risk adjusted
Return/Volatility
1.57
Calmar Ratio
1.08
Return/Max Drawdown
Ulcer Index
5.84
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€18,538.53
Backtest Period
2023-11-01 to 2026-04-30
2.5 years
Rebalancing
none
Base Currency
EUR
Jordy High Growth Portfolio definitief. | 1.46 Sharpe