HomePortfoliosIron Dome with Energy Alt

Iron Dome with Energy Alt

Created byuser-iqkfv9
Optimize
None Rebalancing
EUR
Moderate Risk
2.8yr backtest

Performance Summary

Total Return+134.53%
Annualized Return+35.82%
Volatility+13.74%
Sharpe Ratio2.46
Max Drawdown+11.41%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio blending defense, gold, utilities, semiconductors, banks, and hydrogen for strategic global exposure and resilience.
AssetTypeAllocationTER
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
25.0%0.55%
GOLD.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
20.0%0.12%
WELD.XETRA
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) • IE000PMX0MW6
ETF
20.0%0.18%
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
15.0%0.35%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390
ETF
10.0%0.3%
ANRJ.PA
Amundi Global Hydrogen UCITS ETF Acc • FR0010930644
ETF
10.0%0.45%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €23,453.02
Histogram of Monthly Returns
The portfolio had a positive return during 28 of the 35 months (80%)
Monthly Returns Heatmap
Best month: +10.8% • Worst month: -6.6% • Best year: 2025 (+44.2%) • Worst year: 2023 (+7.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.8%+2.4%-6.6%+3.7%--------+10.0%
2025+4.5%+1.6%+1.0%+2.2%+7.1%+1.8%+5.9%-0.8%+8.9%+5.3%-2.0%+2.1%+44.2%
2024+2.9%+6.0%+7.2%+0.4%+3.8%+1.4%+1.3%+0.9%+2.5%+3.4%+2.6%+0.3%+37.6%
2023------0.3%+3.3%-0.9%-1.4%-0.4%+5.0%+2.1%+7.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +11.41% • The longest drawdown period lasted for 2 months and was between August 2023 and October 2023. It reached a trough of -4.4%.

Detailed Metrics

Returns
Total Return
+134.53%
Annualized Return
+35.82%
Avg Monthly Return
+2.52%
Risk
Volatility (Annual)
+13.74%
Max Drawdown
+11.41%
Positive Months
80%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
2.46
Risk-free rate: 2.0%
Sortino Ratio
2.32
Downside risk adjusted
Return/Volatility
2.61
Calmar Ratio
3.14
Return/Max Drawdown
Ulcer Index
2.00
Drawdown depth & duration
Martin Ratio
0.17
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€23,453.02
Backtest Period
2023-06-20 to 2026-04-02
2.8 years
Rebalancing
none
Base Currency
EUR