HomePortfoliosJordy High Growth Portfolio definitief.

Jordy High Growth Portfolio definitief.

Created byuser-vzt9j5
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None Rebalancing
EUR
Moderate Risk
2.8yr backtest

Performance Summary

Total Return+106.17%
Annualized Return+29.91%
Volatility+18.37%
Sharpe Ratio1.52
Max Drawdown+25.98%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
US equity & tech-focused ETF portfolio with S&P 500, semiconductor, nuclear, and cybersecurity holdings for targeted growth.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
66.7%0.03%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
13.3%0.35%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
10.0%0.55%
L0CK.XETRA
iShares Digital Security UCITS ETF USD (Acc) • IE00BG0J4C88
ETF
10.0%0.4%
Total100.0%0.16%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €20,616.62
Histogram of Monthly Returns
The portfolio had a positive return during 22 of the 34 months (65%)
Monthly Returns Heatmap
Best month: +14.5% • Worst month: -9.9% • Best year: 2024 (+31.7%) • Worst year: 2023 (+11.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.7%-0.7%-5.7%+14.5%+9.7%+3.0%-6.6%+5.2%----+24.8%
2025+4.3%-5.4%-9.9%-4.0%+10.1%+4.0%+6.3%-1.2%+5.9%+8.1%-4.0%+0.1%+12.9%
2024+5.0%+4.7%+3.9%-2.4%+1.5%+7.0%-1.8%-1.3%+2.3%+3.0%+8.2%-1.6%+31.7%
2023----------+5.9%+4.9%+11.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.98% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -26.0%.

Detailed Metrics

Returns
Total Return
+106.17%
Annualized Return
+29.91%
Avg Monthly Return
+2.29%
Risk
Volatility (Annual)
+18.37%
Max Drawdown
+25.98%
Positive Months
65%
Average Drawdown
-4.2%
Risk-Adjusted
Sharpe Ratio
1.52
Risk-free rate: 2.0%
Sortino Ratio
1.46
Downside risk adjusted
Return/Volatility
1.63
Calmar Ratio
1.15
Return/Max Drawdown
Ulcer Index
5.70
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€20,616.62
Backtest Period
2023-11-01 to 2026-08-07
2.8 years
Rebalancing
none
Base Currency
EUR
Jordy High Growth Portfolio definitief. | 1.52 Sharpe