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High Yield Dividend

Selection of UCITS High Yield Dividend Portfolio

Created byuser-xwe79g
Annual Rebalancing
EUR
Moderate Risk
1.4yr backtest

Performance Summary

Total Return+8.26%
Annualized Return+5.80%
Volatility+14.33%
Sharpe Ratio0.27
Max Drawdown+21.86%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
High-yield dividend ETF portfolio in EUR. Annually rebalanced for diversified European income and growth potential.
AssetTypeAllocationTER
QYLE.XETRA
Global X Nasdaq 100 Covered Call UCITS ETF D • IE00BM8R0J59
ETF
25.0%0.45%
XY7D.XETRA
Global X S&P 500 Covered Call UCITS ETF D • IE0002L5QB31
ETF
25.0%0.45%
JEQP.XETRA
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) • IE000U9J8HX9
ETF
25.0%0.35%
UDIV.XETRA
Global X SuperDividend UCITS ETF Dist • IE00077FRP95
ETF
25.0%0.45%
Total100.0%0.42%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,826.41
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 18 months (72%)
Monthly Returns Heatmap
Best month: +4.4% • Worst month: -7.8% • Best year: 2024 (+5.6%) • Worst year: 2025 (+0.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.3%+0.6%-1.4%+1.3%--------+1.8%
2025+2.7%-2.2%-7.8%-5.0%+2.5%+0.5%+4.4%-0.5%+1.6%+4.4%+0.7%+0.2%+0.7%
2024----------+3.6%+1.9%+5.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.86% • The longest drawdown period lasted for 1 year and was between February 2025 and March 2026. It reached a trough of -21.9%.

Dividend Income

Summary
This portfolio contains 4 distributing ETFs (100.0% of total allocation)

Total Dividends Received

€1,307.58

61 payments

Dividend Yield

9.07%

(annualized)

Avg Per Payment

€21.44

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€219.52
2025€996.14
2024€91.90
Total€1,307.58

Detailed Metrics

Returns
Total Return
+8.26%
Annualized Return
+5.80%
Avg Monthly Return
+0.49%
Risk
Volatility (Annual)
+14.33%
Max Drawdown
+21.86%
Positive Months
72%
Average Drawdown
-6.7%
Risk-Adjusted
Sharpe Ratio
0.27
Risk-free rate: 2.0%
Sortino Ratio
0.24
Downside risk adjusted
Return/Volatility
0.40
Calmar Ratio
0.27
Return/Max Drawdown
Ulcer Index
8.14
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,826.41
Backtest Period
2024-11-04 to 2026-04-02
1.4 years
Rebalancing
annual
Base Currency
EUR