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Just Dividends

Created byuser-xsvckd

None Rebalancing

EUR

Low Risk

Multi-currency

0.5yr backtest

Performance Summary

Total Return+11.39%

Annualized Return+22.13%

Volatility+8.73%

Sharpe Ratio2.31

Max Drawdown+4.89%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity portfolio focused on dividend income and covered call strategies across US, European, and developed markets via ETFs.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594	NL0011683594	Dist	ETF	40.0%	0.38%
LDGL.XETRA L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1	IE0005AJA0P1	Dist	ETF	25.0%	0.29%
JEQP.XETRA JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) • IE000U9J8HX9	IE000U9J8HX9	Dist	ETF	10.0%	0.35%
JGPI.XETRA JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) • IE0003UVYC20	IE0003UVYC20	Dist	ETF	10.0%	0.35%
XSX7.XETRA Xtrackers Stoxx Europe 600 UCITS ETF 1D • LU2581375156	LU2581375156	Dist	ETF	10.0%	0.07%
O.US Realty Income Corporation • US7561091049	US7561091049	-	STOCK	5.0%	0%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,138.59

Histogram of Monthly Returns

The portfolio had a positive return during 6 of the 7 months (86%)

Monthly Returns Heatmap

Best month: +5.8% • Worst month: -3.4% • Best year: 2026 (+11.3%) • Worst year: 2026 (+11.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+0.2%	+5.8%	-3.4%	+2.4%	+0.7%	+2.1%	+3.2%	-	-	-	-	-	+11.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +4.89% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -4.9%.

Dividend Income

Summary

This portfolio contains 5 distributing ETFs (95.0% of total allocation)

Total Dividends Received

€276.67

31 payments

Dividend Yield

4.88%

(annualized)

Avg Per Payment

€8.92

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

Year	Dividends	Yield	Payments
2026	€276.69	2.63%	31
Total	€276.67	4.88%	31

Detailed Metrics

Returns

Total Return

+11.39%

Annualized Return

+22.13%

Avg Monthly Return

+1.57%

Risk

Volatility (Annual)

+8.73%

Max Drawdown

+4.89%

Positive Months

86%

Average Drawdown

-1.4%

Risk-Adjusted

Sharpe Ratio

2.31

Risk-free rate: 2.0%

Sortino Ratio

2.30

Downside risk adjusted

Return/Volatility

2.53

Calmar Ratio

4.53

Return/Max Drawdown

Ulcer Index

1.55

Drawdown depth & duration

Martin Ratio

0.13

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,138.59

Backtest Period

2026-01-15 to 2026-07-31
0.5 years

Rebalancing

none

Base Currency

EUR