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IPS

Created byuser-c3glzx
FIRE Projection
Annual Rebalancing
SEK
Moderate Risk
Multi-currency
0.5yr backtest

Performance Summary

Total Return+17.41%
Annualized Return+35.93%
Volatility+19.02%
Sharpe Ratio1.78
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.
AssetTypeAllocationTER
MONTLEV.ST
Montrose Global Leverage 125 MSCI World UCITS ETF • IE0002UF1FD8
ETF
75.0%0.35%
QQCC.XETRA
Boreas Solactive Quantum Computing UCITS ETF USD (Acc) • IE000N7LUK04
ETF
25.0%0.49%
Total100.0%0.39%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,741.47
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 8 months (63%)
Monthly Returns Heatmap
Best month: +12.0% • Worst month: -7.4% • Best year: 2026 (+17.4%) • Worst year: 2026 (+17.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026--1.1%-4.1%+11.9%+12.0%+2.3%-7.4%+4.2%+0.1%---+17.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.08% • The longest drawdown period lasted for 2 months and was between July 2026 and September 2026. It reached a trough of -9.1%.

Detailed Metrics

Returns
Total Return
+17.41%
Annualized Return
+35.93%
Avg Monthly Return
+2.24%
Risk
Volatility (Annual)
+19.02%
Max Drawdown
+9.08%
Positive Months
63%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.78
Risk-free rate: 2.0%
Sortino Ratio
1.88
Downside risk adjusted
Return/Volatility
1.89
Calmar Ratio
3.96
Return/Max Drawdown
Ulcer Index
3.57
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,741.47
Backtest Period
2026-02-25 to 2026-09-04
0.5 years
Rebalancing
annual
Base Currency
SEK