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IPS Alternative

Created byuser-c3glzx
Optimize FIRE Projection
Annual Rebalancing
SEK
Moderate Risk
Multi-currency
2.3yr backtest

Performance Summary

Total Return+59.00%
Annualized Return+21.96%
Volatility+12.12%
Sharpe Ratio1.65
Max Drawdown+15.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity ETF portfolio blending global dividend stocks with European quality dividend payers for income and long-term growth.
AssetTypeAllocationTER
SE0021921087
Aktiespararna Global Direktavkastning A • SE0021921087
FUND
50.0%0.4%
LGGE.F
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist • IE00BMYDM919
ETF
50.0%0.25%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €15,899.77
Histogram of Monthly Returns
The portfolio had a positive return during 20 of the 29 months (69%)
Monthly Returns Heatmap
Best month: +7.3% • Worst month: -5.1% • Best year: 2026 (+25.5%) • Worst year: 2024 (+6.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.0%+5.3%-1.9%+6.0%+4.0%+3.7%+3.3%+3.7%-0.6%---+25.5%
2025+7.3%-0.1%-5.1%-0.1%+5.0%+2.9%+3.7%+0.5%+0.9%+0.3%+1.0%+2.0%+19.5%
2024----+1.0%-1.5%+5.1%-1.3%+0.7%+1.6%+2.4%-1.8%+6.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.14% • The longest drawdown period lasted for 2 months and was between February 2025 and May 2025. It reached a trough of -15.1%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (50.0% of total allocation)

Total Dividends Received

€639.68

9 payments

Dividend Yield

2.28%

(annualized)

Avg Per Payment

€71.08

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€194.02
2025€237.67
2024€207.99
Total€639.68

Detailed Metrics

Returns
Total Return
+59.00%
Annualized Return
+21.96%
Avg Monthly Return
+1.65%
Risk
Volatility (Annual)
+12.12%
Max Drawdown
+15.14%
Positive Months
69%
Average Drawdown
-2.1%
Risk-Adjusted
Sharpe Ratio
1.65
Risk-free rate: 2.0%
Sortino Ratio
1.56
Downside risk adjusted
Return/Volatility
1.81
Calmar Ratio
1.45
Return/Max Drawdown
Ulcer Index
2.77
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€15,899.77
Backtest Period
2024-05-03 to 2026-09-03
2.3 years
Rebalancing
annual
Base Currency
SEK