None Rebalancing
EUR
Moderate Risk
3.2yr backtest

Performance Summary

Total Return+147.69%
Annualized Return+32.63%
Volatility+14.72%
Sharpe Ratio2.08
Max Drawdown+12.94%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio blending defense, utilities, gold, tech, and banking sectors for a resilient, all-weather investment strategy.
AssetTypeAllocationTER
DFEN.XETRA
VanEck Defense UCITS ETF AIE000YYE6WK5
ETF
25.0%0.55%
XDWU.XETRA
Xtrackers MSCI World Utilities UCITS ETF 1CIE00BM67HQ30
ETF
20.0%0.25%
GOLD.PA
Amundi Physical Gold ETC (C)FR0013416716
ETF
20.0%0.12%
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF AccLU1900066033
ETF
15.0%0.35%
XDWT.XETRA
Xtrackers MSCI World Information Technology UCITS ETF 1CIE00BM67HT60
ETF
10.0%0.25%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF AccLU1829219390
ETF
10.0%0.3%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €24,768.76
Histogram of Monthly Returns
The portfolio had a positive return during 31 of the 40 months (78%)
Monthly Returns Heatmap
Best month: +9.6% • Worst month: -6.4% • Best year: 2024 (+42.1%) • Worst year: 2023 (+7.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.6%+1.3%-6.4%+7.2%+6.1%-1.8%-3.5%+3.7%+0.1%---+16.5%
2025+4.4%+0.9%-0.4%+1.7%+7.4%+2.1%+5.9%-1.0%+9.1%+4.8%-2.3%+2.0%+39.7%
2024+3.7%+6.5%+7.0%+0.4%+4.2%+2.8%+0.6%+0.7%+2.3%+4.0%+3.0%+0.7%+42.1%
2023------0.4%+3.1%-1.2%-2.4%+0.3%+5.3%+2.2%+7.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.94% • The longest drawdown period lasted for 3 months and was between August 2023 and November 2023. It reached a trough of -5.5%.
When could this portfolio get you to financial independence?

Iron Dome returned +32.63% a year over the 3 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+147.69%
Annualized Return
+32.63%
Avg Monthly Return
+2.35%
Risk
Volatility (Annual)
+14.72%
Max Drawdown
+12.94%
Positive Months
78%
Average Drawdown
-2.1%
Risk-Adjusted
Sharpe Ratio
2.08
Risk-free rate: 2.0%
Sortino Ratio
2.01
Downside risk adjusted
Return/Volatility
2.22
Calmar Ratio
2.52
Return/Max Drawdown
Ulcer Index
2.43
Drawdown depth & duration
Martin Ratio
0.13
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
24,768.76
Backtest Period
2023-06-19 to 2026-09-04
3.2 years
Rebalancing
none
Base Currency
EUR