Optimize
None Rebalancing
EUR
Moderate Risk
3.3yr backtest

Performance Summary

Total Return+99.89%
Annualized Return+23.19%
Volatility+17.93%
Sharpe Ratio1.18
Max Drawdown+20.66%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Cryptocurrencies 15.0%
Holdings Details
Diversified ETF portfolio targeting global equities, strategic metals, energy, and Bitcoin for growth across key sectors and regions.
AssetTypeAllocationTER
G2X.XETRA
VanEck Gold Miners UCITS ETFIE00BQQP9F84
ETF
20.0%0.53%
BTC-EUR
Bitcoin EUR Price
CRYPTO
15.0%-
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1
ETF
15.0%0.55%
IS0D.XETRA
iShares Oil & Gas Exploration & Production UCITS ETFIE00B6R51Z18
ETF
10.0%0.55%
VVMX.XETRA
VanEck Rare Earth and Strategic Metals UCITS ETF AIE0002PG6CA6
ETF
10.0%0.59%
PRAJ.XETRA
Amundi Index Solutions - Amundi Prime Japan UCITS ETF DR (C)LU2089238385
ETF
10.0%0.05%
AMEA.XETRA
Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C)LU1681044480
ETF
8.0%0.2%
XCS6.XETRA
Xtrackers MSCI China UCITS ETF 1CLU0514695690
ETF
8.0%0.65%
0NR2.LSE
VallourecFR0013506730
STOCK
2.0%0%
4COP.XETRA
Global X Copper Miners UCITS ETF USD AccumulatingIE0003Z9E2Y3
ETF
2.0%0.55%
Total100.0%0.39%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €19,988.81
Histogram of Monthly Returns
The portfolio had a positive return during 27 of the 41 months (66%)
Monthly Returns Heatmap
Best month: +15.4% • Worst month: -9.4% • Best year: 2024 (+45.5%) • Worst year: 2026 (-2.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.9%+3.7%-9.4%+5.3%-0.4%-6.3%-------2.2%
2025+8.4%-9.3%-2.4%+1.4%+9.8%+1.9%+8.2%+0.9%+10.1%+2.4%-5.9%+0.1%+26.3%
2024+0.2%+11.1%+11.7%-3.4%+3.4%-2.5%+1.4%-4.7%+5.4%+6.8%+15.4%-4.4%+45.5%
2023--3.6%+4.2%-0.9%-2.2%+3.7%+2.6%-3.5%+1.6%+3.0%+2.8%+3.5%+11.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.66% • The longest drawdown period lasted for 4 months and was between May 2024 and October 2024. It reached a trough of -17.8%.

Detailed Metrics

Returns
Total Return
+99.89%
Annualized Return
+23.19%
Avg Monthly Return
+1.86%
Risk
Volatility (Annual)
+17.93%
Max Drawdown
+20.66%
Positive Months
66%
Average Drawdown
-4.8%
Risk-Adjusted
Sharpe Ratio
1.18
Risk-free rate: 2.0%
Sortino Ratio
1.16
Downside risk adjusted
Return/Volatility
1.29
Calmar Ratio
1.12
Return/Max Drawdown
Ulcer Index
6.00
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
19,988.81
Backtest Period
2023-02-08 to 2026-06-05
3.3 years
Rebalancing
none
Base Currency
EUR
Infra | +23.2% CAGR | ETF Backtest