HomePortfoliosIMPERIO

IMPERIO

Created byuser-qaa8hn
Annual Rebalancing
EUR
Low Risk
0.4yr backtest

Performance Summary

Total Return+9.83%
Annualized Return+26.04%
Volatility+9.20%
Sharpe Ratio2.61
Max Drawdown+6.33%

Holdings

Asset Allocation

Asset Class

Equity 86.0%Cryptocurrencies 5.4%Precious Metals 5.0%Money Market 3.6%
Holdings Details
A diversified global portfolio blending international value, emerging markets, healthcare, India, China, and gold for strategic growth.
AssetTypeAllocationTER
ES0112611001
AZVALOR INTERNACIONAL • ES0112611001
FUND
24.0%1.85%
LU3038481936
Hamco SICAV - Global Value R EUR Acc • LU3038481936
FUND
15.0%1.85%
IE0031786696
Vanguard Emerging Markets Stock Index Fund EUR Acc • IE0031786696
FUND
10.0%0.08%
LU0329070915
Jupiter India Select - L EUR AC • LU0329070915
FUND
8.0%1.75%
ES0165243025
Myinvestor Value C FI • ES0165243025
FUND
8.0%0.3%
IE00B3NLSS43
Polar Capital Healthcare Opportunities Fund R Inc (EUR) • IE00B3NLSS43
FUND
6.0%1.65%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
5.0%0.12%
LU0625737910
Pictet-China Index P EUR • LU0625737910
FUND
5.0%0.6%
IE0007286036
Vanguard Japan Stock Index Fund EUR Acc • IE0007286036
FUND
4.0%0.15%
FR0000288946
AXA COURT TERME-C • FR0000288946
FUND
3.6%0.15%
BTC-EUR
Bitcoin EUR Price
CRYPTO
3.0%-
0NO6.LSE
Amper S.A. • ES0109260531
STOCK
2.6%0%
0R6G.LSE
Nueva Expresion Textil S.A. • ES0126962069
STOCK
1.8%0%
0MKG.LSE
Obrascon Huarte Lain SA • ES0142090317
STOCK
1.6%0%
ZETH.XETRA
Bitwise Physical Ethereum ETP • DE000A3GMKD7
ETF
1.5%1.49%
DSOL.XETRA
WisdomTree Physical Solana • GB00BNGJ9G01
ETF
0.5%0.5%
ADAW.PA
WisdomTree Physical Cardano • GB00BNGJ9J32
ETF
0.4%0.5%
Total100.0%1.07%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,983.04
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 6 months (83%)
Monthly Returns Heatmap
Best month: +5.1% • Worst month: -4.8% • Best year: 2026 (+8.2%) • Worst year: 2025 (+1.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.8%+3.2%-4.8%+5.1%--------+8.2%
2025----------+0.5%+1.0%+1.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.33% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns
Total Return
+9.83%
Annualized Return
+26.04%
Avg Monthly Return
+1.63%
Risk
Volatility (Annual)
+9.20%
Max Drawdown
+6.33%
Positive Months
83%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
2.61
Risk-free rate: 2.0%
Sortino Ratio
2.78
Downside risk adjusted
Return/Volatility
2.83
Calmar Ratio
4.11
Return/Max Drawdown
Ulcer Index
2.11
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,983.04
Backtest Period
2025-11-26 to 2026-04-23
0.4 years
Rebalancing
annual
Base Currency
EUR