HomePortfoliosHigh Sharp plus Commodities and Blockchain

High Sharp plus Commodities and Blockchain

Created byuser-p88fzu
Optimize FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
3.2yr backtest

Performance Summary

Total Return+113.71%
Annualized Return+26.50%
Volatility+14.84%
Sharpe Ratio1.65
Max Drawdown+18.47%

Holdings

Asset Allocation

Asset Class

Equity 81.0%Commodities 10.0%Precious Metals 9.0%
Holdings Details
Diversified global ETF portfolio targeting growth via equities, commodities, and gold, with thematic exposure to tech, defense, and space.
AssetTypeAllocationTER
SPYI.XETRA
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66
ETF
25.0%0.17%
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
20.0%0.38%
CMOE.XETRA
Invesco Bloomberg Commodity UCITS ETF EUR hedged Acc • IE00BF4J0300
ETF
10.0%0.24%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
9.0%0%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
9.0%0.55%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
8.0%0.35%
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
7.0%0.55%
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
7.0%0.55%
CBUT.XETRA
iShares Blockchain Technology UCITS ETF USD (Acc) • IE000RDRMSD1
ETF
5.0%0.5%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €21,370.66
Histogram of Monthly Returns
The portfolio had a positive return during 26 of the 40 months (65%)
Monthly Returns Heatmap
Best month: +9.1% • Worst month: -4.1% • Best year: 2025 (+29.6%) • Worst year: 2023 (+11.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.1%+0.9%-3.4%+8.5%+7.2%-4.1%-3.9%+3.3%+0.5%---+18.3%
2025+5.5%-2.5%-4.0%-1.8%+7.3%+4.2%+4.9%+0.9%+7.2%+7.0%-4.0%+2.4%+29.6%
2024+0.5%+3.4%+5.5%-1.6%+2.4%+2.5%+0.7%-1.3%+3.2%+2.8%+8.4%-2.8%+25.6%
2023------0.3%+4.1%-1.4%-0.9%-2.2%+4.7%+6.9%+11.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.47% • The longest drawdown period lasted for 3 months and was between February 2025 and June 2025. It reached a trough of -18.5%.
When could this portfolio get you to financial independence?

High Sharp plus Commodities and Blockchain returned +26.50% a year over the 3 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (20.0% of total allocation)

Total Dividends Received

€372.45

13 payments

Dividend Yield

0.78%

(annualized)

Avg Per Payment

€28.65

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
YearDividends
2026€107.93
2025€122.20
2024€102.32
2023€40.02
Total€372.45

Detailed Metrics

Returns
Total Return
+113.71%
Annualized Return
+26.50%
Avg Monthly Return
+1.99%
Risk
Volatility (Annual)
+14.84%
Max Drawdown
+18.47%
Positive Months
65%
Average Drawdown
-2.8%
Risk-Adjusted
Sharpe Ratio
1.65
Risk-free rate: 2.0%
Sortino Ratio
1.57
Downside risk adjusted
Return/Volatility
1.79
Calmar Ratio
1.43
Return/Max Drawdown
Ulcer Index
3.60
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€21,370.66
Backtest Period
2023-06-19 to 2026-09-11
3.2 years
Rebalancing
annual
Base Currency
EUR