HomePortfoliosHigh Sharp plus Commodities and Blockchain

High Sharp plus Commodities and Blockchain

Optimize
Annual Rebalancing
EUR
Moderate Risk
2.9yr backtest

Performance Summary

Total Return+114.17%
Annualized Return+30.20%
Volatility+14.75%
Sharpe Ratio1.91
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 ETFNL0011683594
ETF
20.0%0.38%
CMOE.XETRA
Invesco Bloomberg Commodity UCITS ETF EUR hedged AccIE00BF4J0300
ETF
10.0%0.24%
4GLD.XETRA
Xetra-GoldDE000A0S9GB0
ETF
9.0%0%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1
ETF
9.0%0.55%
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
8.0%0.35%
JEDI.XETRA
VanEck Space Innovators UCITS ETFIE000YU9K6K2
ETF
7.0%0.55%
DFEN.XETRA
VanEck Defense UCITS ETF AIE000YYE6WK5
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 €21,416.75
Histogram of Monthly Returns
The portfolio had a positive return during 24 of the 36 months (67%)
Monthly Returns Heatmap
Best month: +9.1% • Worst month: -4.0% • Best year: 2025 (+29.6%) • Worst year: 2023 (+11.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.1%+0.9%-3.4%+8.5%+2.8%-------+18.5%
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%.

Dividend Income

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

Total Dividends Received

280.36

11 payments

Dividend Yield

0.69%

(annualized)

Avg Per Payment

25.49

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
202615.84
2025122.20
2024102.32
202340.02
Total280.36

Detailed Metrics

Returns
Total Return
+114.17%
Annualized Return
+30.20%
Avg Monthly Return
+2.21%
Risk
Volatility (Annual)
+14.75%
Max Drawdown
+18.47%
Positive Months
67%
Average Drawdown
-2.6%
Risk-Adjusted
Sharpe Ratio
1.91
Risk-free rate: 2.0%
Sortino Ratio
1.81
Downside risk adjusted
Return/Volatility
2.05
Calmar Ratio
1.64
Return/Max Drawdown
Ulcer Index
3.41
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
21,416.75
Backtest Period
2023-06-19 to 2026-05-08
2.9 years
Rebalancing
annual
Base Currency
EUR