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Infra Max Sharp

Optimize
None Rebalancing
EUR
Moderate Risk
3.3yr backtest

Performance Summary

Total Return+120.81%
Annualized Return+26.94%
Volatility+17.54%
Sharpe Ratio1.42
Max Drawdown+21.07%

Holdings

Asset Allocation

Asset Class

Equity 85.7%Cryptocurrencies 14.3%
Holdings Details
Diversified ETF portfolio focused on gold, uranium, Japan, Bitcoin, and emerging Asia for strategic global exposure and growth potential.
AssetTypeAllocationTER
G2X.XETRA
VanEck Gold Miners UCITS ETFIE00BQQP9F84
ETF
21.1%0.53%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1
ETF
18.3%0.55%
PRAJ.XETRA
Amundi Index Solutions - Amundi Prime Japan UCITS ETF DR (C)LU2089238385
ETF
14.6%0.05%
BTC-EUR
Bitcoin EUR Price
CRYPTO
14.3%-
AMEA.XETRA
Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C)LU1681044480
ETF
12.6%0.2%
0NR2.LSE
VallourecFR0013506730
STOCK
11.1%0%
VVMX.XETRA
VanEck Rare Earth and Strategic Metals UCITS ETF AIE0002PG6CA6
ETF
2.0%0.59%
IS0D.XETRA
iShares Oil & Gas Exploration & Production UCITS ETFIE00B6R51Z18
ETF
2.0%0.55%
XCS6.XETRA
Xtrackers MSCI China UCITS ETF 1CLU0514695690
ETF
2.0%0.65%
4COP.XETRA
Global X Copper Miners UCITS ETF USD AccumulatingIE0003Z9E2Y3
ETF
2.0%0.55%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €22,081.38
Histogram of Monthly Returns
The portfolio had a positive return during 28 of the 41 months (68%)
Monthly Returns Heatmap
Best month: +14.8% • Worst month: -9.9% • Best year: 2024 (+46.3%) • Worst year: 2026 (+1.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.9%+4.3%-9.9%+7.0%+0.1%-5.7%------+1.4%
2025+8.6%-8.9%-3.1%+2.2%+10.7%+2.4%+7.5%+0.2%+10.6%+3.1%-6.5%+0.5%+28.2%
2024+1.5%+9.8%+12.7%-3.9%+3.4%-2.2%+1.7%-4.2%+4.3%+7.0%+14.8%-4.1%+46.3%
2023--3.1%+3.8%-1.6%-1.7%+4.1%+2.6%-2.2%+1.5%+3.3%+5.3%+3.6%+16.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.07% • The longest drawdown period lasted for 4 months and was between May 2024 and October 2024. It reached a trough of -17.1%.

Detailed Metrics

Returns
Total Return
+120.81%
Annualized Return
+26.94%
Avg Monthly Return
+2.11%
Risk
Volatility (Annual)
+17.54%
Max Drawdown
+21.07%
Positive Months
68%
Average Drawdown
-4.5%
Risk-Adjusted
Sharpe Ratio
1.42
Risk-free rate: 2.0%
Sortino Ratio
1.39
Downside risk adjusted
Return/Volatility
1.54
Calmar Ratio
1.28
Return/Max Drawdown
Ulcer Index
5.69
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
22,081.38
Backtest Period
2023-02-08 to 2026-06-05
3.3 years
Rebalancing
none
Base Currency
EUR
Infra Max Sharp | +26.9% CAGR | ETF Backtest