HomePortfolios4 Funds Leveraged

4 Funds Leveraged

Optimize FIRE Projection
Monthly Rebalancing
EUR
High Risk
Multi-currency
10.3yr backtest

Performance Summary

Total Return+474.54%
Annualized Return+18.58%
Volatility+44.27%
Sharpe Ratio0.37
Max Drawdown+62.34%

Holdings

Asset Allocation

Asset Class

Precious Metals 50.0%Equity 50.0%
Holdings Details
Aggressive leveraged ETF portfolio: 50% precious metals (3x gold & silver), 50% equity (3x emerging & 2x US markets). High-risk, high-potential strategy.
AssetTypeAllocationTER
3GOL.LSE
WisdomTree Gold 3x Daily LeveragedIE00B8HGT870
ETF
25.0%0.99%
3EML.LSE
WisdomTree Emerging Markets 3x Daily LeveragedIE00BYTYHN28
ETF
25.0%0.99%
CL2.PA
Amundi MSCI USA Daily (2x) Leveraged UCITS ETF AccFR0010755611
ETF
25.0%0.5%
3SIL.LSE
WisdomTree Silver 3x Daily LeveragedIE00B7XD2195
ETF
25.0%0.99%
Total100.0%0.87%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €57,454.1
Histogram of Monthly Returns
The portfolio had a positive return during 65 of the 124 months (52%)
Monthly Returns Heatmap
Best month: +36.7% • Worst month: -33.6% • Best year: 2025 (+165.1%) • Worst year: 2022 (-24.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+33.8%-4.1%-33.6%+12.8%+8.8%-22.8%-11.4%+32.4%-9.8%----14.5%
2025+17.2%-5.3%+7.1%-9.4%+4.6%+8.1%+5.6%+9.3%+27.3%+8.9%+14.2%+19.3%+165.1%
2024-3.2%+1.4%+17.4%+5.7%+11.0%+1.8%-0.9%-0.3%+13.1%+5.1%-3.5%-7.0%+45.0%
2023+10.0%-15.9%+17.6%-0.3%-3.7%-1.5%+13.1%-7.0%-12.1%+1.9%+15.2%-1.1%+10.5%
2022-7.8%+7.5%+4.4%-10.9%-11.3%-12.7%+3.6%-9.9%-5.9%-2.4%+20.3%+2.7%-24.4%
2021+1.1%-7.0%-3.0%+8.6%+9.9%-4.9%-2.7%-3.3%-10.1%+9.6%-4.8%+5.1%-3.9%
2020+0.6%-15.4%-28.7%+18.8%+18.0%+7.1%+36.7%+13.2%-14.5%-3.0%-0.3%+23.5%+43.8%
2019+15.5%-1.1%-1.4%+0.9%-8.3%+14.5%+9.8%+10.2%-5.1%+6.2%-3.5%+11.3%+55.9%
2018+6.9%-8.5%-4.7%+0.9%+1.7%-7.6%-2.1%-7.8%+0.5%-9.1%+2.0%+5.1%-21.9%
2017+11.4%+13.2%-1.5%-3.5%-1.1%-6.4%+2.7%+7.0%-3.8%+3.4%-2.9%+5.6%+24.3%
2016-----+10.8%+15.4%-7.8%+4.0%-8.3%-9.5%-1.7%-0.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +62.34% • The longest drawdown period lasted for 2 years and 11 months and was between June 2021 and May 2024. It reached a trough of -48.8%.
When could this portfolio get you to financial independence?

4 Funds Leveraged returned +18.58% a year over the 10 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
+474.54%
Annualized Return
+18.58%
Avg Monthly Return
+2.05%
Risk
Volatility (Annual)
+44.27%
Max Drawdown
+62.34%
Positive Months
52%
Average Drawdown
-19.8%
Risk-Adjusted
Sharpe Ratio
0.37
Risk-free rate: 2.0%
Sortino Ratio
0.35
Downside risk adjusted
Return/Volatility
0.42
Calmar Ratio
0.30
Return/Max Drawdown
Ulcer Index
23.57
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
57,454.1
Backtest Period
2016-06-08 to 2026-09-11
10.3 years
Rebalancing
monthly
Base Currency
EUR