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High-Risk-Semis-UCITS

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Monthly Rebalancing
USD
Moderate Risk
5.4yr backtest

Performance Summary

Total Return+109.73%
Annualized Return+14.74%
Volatility+15.95%
Sharpe Ratio0.80
Max Drawdown+27.55%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Bonds 5.0%Precious Metals 5.0%
Holdings Details
Aggressive ETF portfolio targeting US tech, global equities, and semiconductors, diversified with gold and short-term bonds for high-growth potential.
AssetTypeAllocationTER
CSPX.LSE
iShares Core S&P 500 UCITS ETF USD (Acc)IE00B5BMR087
ETF
25.0%0.07%
CNDX.LSE
iShares Nasdaq 100 UCITS ETF (Acc)IE00B53SZB19
ETF
20.0%0.3%
VWRA.LSE
Vanguard FTSE All-World UCITS ETF (USD) AccumulatingIE00BK5BQT80
ETF
15.0%0.19%
EIMI.LSE
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)IE00BKM4GZ66
ETF
15.0%0.18%
XDWT.LSE
Xtrackers MSCI World Information Technology UCITS ETF 1CIE00BM67HT60
ETF
10.0%0.25%
SMH.LSE
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
5.0%0.35%
IB01.LSE
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)IE00BGSF1X88
ETF
5.0%0.07%
IGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
5.0%0.12%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $20,973.45
Histogram of Monthly Returns
The portfolio had a positive return during 44 of the 65 months (68%)
Monthly Returns Heatmap
Best month: +13.8% • Worst month: -8.3% • Best year: 2023 (+32.2%) • Worst year: 2022 (-22.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.4%+0.1%-7.6%+13.8%--------+8.9%
2025+2.5%-3.2%-4.2%+0.9%+7.3%+6.0%+2.7%+1.1%+5.1%+4.3%-0.9%+1.3%+24.5%
2024+1.1%+3.9%+3.1%-2.4%+3.3%+5.7%-0.4%+1.0%+3.1%-1.0%+2.9%-0.3%+21.6%
2023+7.9%-1.7%+5.0%+0.4%+2.9%+5.5%+3.6%-2.2%-4.2%-2.6%+9.4%+5.3%+32.2%
2022-6.4%-1.8%+3.0%-8.2%-2.3%-7.8%+7.0%-2.7%-8.3%+2.4%+5.0%-2.9%-22.0%
2021+0.8%+1.1%+1.5%+4.2%+0.9%+2.6%+1.0%+2.8%-3.7%+4.3%+0.4%+2.9%+20.1%
2020-----------+2.8%+2.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +27.55% • The longest drawdown period lasted for 1 year and 11 months and was between December 2021 and December 2023. It reached a trough of -27.5%.

Detailed Metrics

Returns
Total Return
+109.73%
Annualized Return
+14.74%
Avg Monthly Return
+1.23%
Risk
Volatility (Annual)
+15.95%
Max Drawdown
+27.55%
Positive Months
68%
Average Drawdown
-6.8%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.77
Downside risk adjusted
Return/Volatility
0.92
Calmar Ratio
0.54
Return/Max Drawdown
Ulcer Index
9.22
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$20,973.45
Backtest Period
2020-12-03 to 2026-04-24
5.4 years
Rebalancing
monthly
Base Currency
USD