HomePortfoliosIncomeShares Total Portfolio

IncomeShares Total Portfolio

Created byuser-xwe79g
Quarterly Rebalancing
EUR
Unknown Risk
Multi-currency

Performance Summary

No backtest data available

Holdings

Asset Allocation

Asset Class

Other 57.0%Equity 30.4%Cryptocurrencies 5.7%Precious Metals 3.8%Commodities 1.9%Bonds 1.2%
Holdings Details
Diversified ETF portfolio with equity, commodities, and precious metals exposure, focusing on options and yield strategies for enhanced income.
AssetTypeAllocationTER
AVGI.LSE
IncomeShares Broadcom (AVGO) Options ETP
ETF
1.9%-
YURN.LSE
IncomeShares Uranium+ Yield ETP • XS3337373701
ETF
1.9%0.85%
SLVY.AS
IncomeShares Silver+ Yield ETP • XS3068774614
ETF
1.9%0.65%
YMST.LSE
IncomeShares Microstrategy (MSTR) Options ETP
ETF
1.9%-
YUNH.LSE
IncomeShares UnitedHealth (UNH) Options ETP • XS3337173440
ETF
1.9%0.49%
SLMY.LSE
IncomeShares Silver Miners+ Yield ETP • XS3337307741
ETF
1.9%0.65%
YHOO.LSE
IncomeShares Robinhood (HOOD) Options ETP • XS3337099884
ETF
1.9%0.75%
YORC.LSE
IncomeShares Oracle (ORCL) Options ETP • XS3337192234
ETF
1.9%0.5%
YNFL.LSE
IncomeShares Netflix (NFLX) Options ETP • XS3337171154
ETF
1.9%0.75%
YMUI.LSE
Micron (MU) Options ETP • XS3337374691
ETF
1.9%-
GLMY.LSE
IncomeShares Gold Miners+ Yield ETP • XS3337373370
ETF
1.9%0.65%
YESX.LSE
Eurostoxx 50 Options ETP • XS3343238971
ETF
1.9%-
CPRY.LSE
IncomeShares Copper Miners+ Yield ETP • XS3337374261
ETF
1.9%0.65%
BLCY.LSE
IncomeShares Blockchain Leaders ETP • XS3337192408
ETF
1.9%0.95%
YBRK.LSE
IncomeShares Berkshire Hathaway (BRK-B) Options ETP • XS3337164027
ETF
1.9%0.5%
GRWI.LSE
LEVERAGE SHARES PUBLIC LIMITED • XS3337374774
ETF
1.9%0.75%
YCRW.LSE
IncomeShares CoreWeave (CRWV) Options ETP
ETF
1.9%-
CRCY.LSE
CIRCLE INTERNET (CRCL) OPTIONS ETP • XS3299468861
ETF
1.9%-
MLTI.LSE
60/30/10 MULTI-ASSET BALANCED ETP
ETF
1.9%-
YSEM.LSE
IncomeShares Semiconductors Leaders ETP
ETF
1.9%-
YQCO.LSE
QUALCOMM (QCOM) OPTIONS ETP
ETF
1.9%-
PLTI.LSE
IncomeShares Palantir (PLTR) Options ETP
ETF
1.9%-
YLRC.LSE
LAM RESEARCH (LRCX) OPTIONS ETP
ETF
1.9%-
IREY.LSE
IncomeShares IREN Options ETP
ETF
1.9%-
IYNY.XETRA
IncomeShares Intel (INTC) Options ETP
ETF
1.9%-
YARM.LSE
ARM OPTIONS ETP
ETF
1.9%-
TXNY.XETRA
IncomeShares Texas Instruments (TXN) Options ETP
ETF
1.9%-
TSLI.XETRA
IncomeShares Tesla TSLA Options ETP EUR • XS2852999429
ETF
1.9%0.75%
YSMC.LSE
SUPER MICRO COMPUTER OPTIONS ETP
ETF
1.9%-
SPYO.LSE
IncomeShares S&P500 Options (0DTE) ETP GBP • XS2875106242
ETF
1.9%0.95%
YRIO.LSE
RIOT (RIOT) OPTIONS ETP
ETF
1.9%-
QQQY.XETRA
IncomeShares Nasdaq 100 Options (0DTE) ETP • XS2875105608
ETF
1.9%0.45%
NVDI.LSE
IncomeShares NVIDIA NVDA Options ETP • XS2852999692
ETF
1.9%0.75%
MSFI.LSE
IncomeShares Microsoft (MSFT) Options ETP GBP
ETF
1.9%-
METI.LSE
IncomeShares META Options ETP GBP • XS2901885553
ETF
1.9%0.75%
YMRV.LSE
MARVELL TECHNOLOGY (MRVL) OPTIONS ETP
ETF
1.9%-
YMAR.LSE
MARA (MARA) OPTIONS ETP
ETF
1.9%-
MAGO.LSE
IncomeShares Magnificent 7 Options ETP
ETF
1.9%-
GLDI.LSE
IncomeShares Gold+ Yield ETP • XS2852999775
ETF
1.9%0.65%
GLXY.LSE
IncomeShares Galaxy Digital (GLXY) Options ETP
ETF
1.9%-
COIY.XETRA
IncomeShares Coinbase (COIN) Options ETP EUR • XS2901886445
ETF
1.9%0.75%
YBMN.LSE
BITMINE (BMNR) OPTIONS ETP
ETF
1.9%-
YASM.LSE
ASML (ASML) OPTIONS ETP
ETF
1.9%-
YARI.LSE
ARTIFICIAL INTELLIGENCE LEADERS ETP
ETF
1.9%-
YAMA.LSE
APPLIED MATERIALS (AMAT) OPTIONS ETP
ETF
1.9%-
AAPI.LSE
IncomeShares Apple (AAPL) Options ETP GBP
ETF
1.9%-
YADI.LSE
ANALOG DEVICES (ADI) OPTIONS ETP
ETF
1.9%-
AMDI.LSE
IncomeShares AMD Options ETP
ETF
1.9%-
AMZY.AS
IncomeShares Amazon (AMZN) Opti
ETF
1.9%-
GOOO.LSE
IncomeShares Alphabet (GOOG) Options ETP GBP
ETF
1.9%-
BABI.LSE
IncomeShares Alibaba (BABA) Options ETP
ETF
1.9%-
YWTI.LSE
IncomeShares WTI Oil+ Yield ETP • XS3337373966
ETF
1.9%0.5%
TLTY.XETRA
Leverage Shares Public Limited Company - Incomeshares 20+ Year Treasury (Tlt) ETP • XS3068771271
ETF
1.2%0.35%
Total100.0%0.26%

Performance

Portfolio Value Over Time
Starting with €10,000 investment
Histogram of Monthly Returns
The portfolio had a positive return during 0 of the 0 months (0%)
Monthly Returns Heatmap
Best month: N/A • Worst month: N/A
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Peak-to-trough declines from highs

Detailed Metrics

Returns
Total Return
N/A
Annualized Return
N/A
Avg Monthly Return
N/A
Risk
Volatility (Annual)
N/A
Max Drawdown
N/A
Positive Months
0%
Average Drawdown
0.0%
Risk-Adjusted
Sharpe Ratio
N/A
Risk-free rate: 2.0%
Sortino Ratio
N/A
Downside risk adjusted
Return/Volatility
N/A
Calmar Ratio
N/A
Return/Max Drawdown
Ulcer Index
N/A
Drawdown depth & duration
Martin Ratio
N/A
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€N/A
Backtest Period
N/A
Rebalancing
quarterly
Base Currency
EUR
IncomeShares Total Portfolio | ETF Backtest