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IMPERIO

Created byuser-qaa8hn

Annual Rebalancing

EUR

Low Risk

0.3yr backtest

Performance Summary

Total Return+4.42%

Annualized Return+13.57%

Volatility+9.32%

Sharpe Ratio1.24

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
ES0112611001 AZVALOR INTERNACIONAL • ES0112611001	ES0112611001	Acc	FUND	24.0%	1.85%
LU3038481936 Hamco SICAV - Global Value R EUR Acc • LU3038481936	LU3038481936	Acc	FUND	15.0%	1.85%
IE0031786696 Vanguard Emerging Markets Stock Index Fund EUR Acc • IE0031786696	IE0031786696	Acc	FUND	10.0%	0.08%
LU0329070915 Jupiter India Select - L EUR AC • LU0329070915	LU0329070915	Acc	FUND	8.0%	1.75%
ES0165243025 Myinvestor Value C FI • ES0165243025	ES0165243025	Acc	FUND	8.0%	0.3%
IE00B3NLSS43 Polar Capital Healthcare Opportunities Fund R Inc (EUR) • IE00B3NLSS43	IE00B3NLSS43	Dist	FUND	6.0%	1.65%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	5.0%	0.12%
LU0625737910 Pictet-China Index P EUR • LU0625737910	LU0625737910	Acc	FUND	5.0%	0.6%
IE0007286036 Vanguard Japan Stock Index Fund EUR Acc • IE0007286036	IE0007286036	Acc	FUND	4.0%	0.15%
FR0000288946 AXA COURT TERME-C • FR0000288946	FR0000288946	Acc	FUND	3.6%	0.15%
BTC-EUR Bitcoin EUR Price	-	-	CRYPTO	3.0%	-
0NO6.LSE Amper S.A. • ES0109260531	ES0109260531	-	STOCK	2.6%	0%
0R6G.LSE Nueva Expresion Textil S.A. • ES0126962069	ES0126962069	-	STOCK	1.8%	0%
0MKG.LSE Obrascon Huarte Lain SA • ES0142090317	ES0142090317	-	STOCK	1.6%	0%
ZETH.XETRA Bitwise Physical Ethereum ETP • DE000A3GMKD7	DE000A3GMKD7	Acc	ETF	1.5%	1.49%
DSOL.XETRA WisdomTree Physical Solana • GB00BNGJ9G01	GB00BNGJ9G01	Acc	ETF	0.5%	0.5%
ADAW.PA WisdomTree Physical Cardano • GB00BNGJ9J32	GB00BNGJ9J32	Acc	ETF	0.4%	0.5%
Total		Total			100.0%	1.07%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €10,441.59

Histogram of Monthly Returns

The portfolio had a positive return during 4 of the 5 months (80%)

Monthly Returns Heatmap

Best month: +4.8% • Worst month: -4.9% • Best year: 2026 (+2.9%) • Worst year: 2025 (+1.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.8%	+3.2%	-4.9%	-	-	-	-	-	-	-	-	-	+2.9%
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 March 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns

Total Return

+4.42%

Annualized Return

+13.57%

Avg Monthly Return

+0.92%

Risk

Volatility (Annual)

+9.32%

Max Drawdown

+6.33%

Positive Months

80%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.24

Risk-free rate: 2.0%

Sortino Ratio

1.22

Downside risk adjusted

Return/Volatility

1.46

Calmar Ratio

2.14

Return/Max Drawdown

Ulcer Index

2.00

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€10,441.59

Backtest Period

2025-11-26 to 2026-03-30
0.3 years

Rebalancing

annual

Base Currency

EUR