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IPS

Created byuser-c3glzx

Annual Rebalancing

SEK

Moderate Risk

Multi-currency

0.4yr backtest

Performance Summary

Total Return+18.66%

Annualized Return+46.72%

Volatility+19.84%

Sharpe Ratio2.25

Max Drawdown+9.08%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity portfolio with 75% leveraged MSCI World ETF and 25% quantum computing ETF for targeted growth and tech exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
MONTLEV.ST Montrose Global Leverage 125 MSCI World UCITS ETF • IE0002UF1FD8	IE0002UF1FD8	Acc	ETF	75.0%	0.35%
QQCC.XETRA Boreas Solactive Quantum Computing UCITS ETF USD (Acc) • IE000N7LUK04	IE000N7LUK04	Acc	ETF	25.0%	0.49%
Total		Total			100.0%	0.39%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,865.68

Histogram of Monthly Returns

The portfolio had a positive return during 4 of the 7 months (57%)

Monthly Returns Heatmap

Best month: +12.0% • Worst month: -7.4% • Best year: 2026 (+18.7%) • Worst year: 2026 (+18.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	-1.1%	-4.1%	+11.9%	+12.0%	+2.3%	-7.4%	+5.4%	-	-	-	-	+18.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.08% • The longest drawdown period lasted for 1 month and was between March 2026 and April 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns

Total Return

+18.66%

Annualized Return

+46.72%

Avg Monthly Return

+2.71%

Risk

Volatility (Annual)

+19.84%

Max Drawdown

+9.08%

Positive Months

57%

Average Drawdown

-3.3%

Risk-Adjusted

Sharpe Ratio

2.25

Risk-free rate: 2.0%

Sortino Ratio

2.42

Downside risk adjusted

Return/Volatility

2.35

Calmar Ratio

5.15

Return/Max Drawdown

Ulcer Index

3.52

Drawdown depth & duration

Martin Ratio

0.13

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,865.68

Backtest Period

2026-02-25 to 2026-08-07
0.4 years

Rebalancing

annual

Base Currency

SEK