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Leveraged

Created byuser-4rm2ow

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Monthly Rebalancing

EUR

Moderate Risk

Multi-currency

2.4yr backtest

Performance Summary

Total Return+48.25%

Annualized Return+18.18%

Volatility+15.32%

Sharpe Ratio1.06

Max Drawdown+16.16%

Holdings

Asset Allocation

Asset Class

Equity 92.0%Precious Metals 8.0%

Holdings Details

Global equity ETF portfolio with 92% world ex-US stocks and 8% leveraged precious metals for targeted growth and diversification.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	92.0%	0.15%
LSIL.LSE WisdomTree Silver 2x Daily Leveraged • JE00B2NFTS64	JE00B2NFTS64	Acc	ETF	2.0%	0.99%
LBUL.LSE WisdomTree Gold 2x Daily Leveraged • JE00B2NFTL95	JE00B2NFTL95	Acc	ETF	2.0%	0.99%
LPLA.LSE WisdomTree Platinum 2x Daily Leveraged • JE00B2NFV134	JE00B2NFV134	Acc	ETF	2.0%	0.99%
3SIL.LSE WisdomTree Silver 3x Daily Leveraged • IE00B7XD2195	IE00B7XD2195	Acc	ETF	1.0%	0.99%
3GOL.LSE WisdomTree Gold 3x Daily Leveraged • IE00B8HGT870	IE00B8HGT870	Acc	ETF	1.0%	0.99%
Total		Total			100.0%	0.22%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,824.7

Histogram of Monthly Returns

The portfolio had a positive return during 21 of the 29 months (72%)

Monthly Returns Heatmap

Best month: +7.0% • Worst month: -9.7% • Best year: 2025 (+30.0%) • Worst year: 2024 (+6.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+6.0%	+4.1%	-9.7%	+4.7%	+2.9%	-0.6%	+0.5%	-	-	-	-	-	+7.3%
2025	+7.0%	+0.7%	-2.4%	-1.7%	+4.9%	+0.4%	+1.4%	+2.4%	+4.0%	+3.3%	+2.2%	+4.4%	+30.0%
2024	-	-	+2.6%	-0.9%	+3.2%	-0.5%	+1.3%	+0.7%	+1.4%	-1.7%	+2.4%	-2.2%	+6.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +16.16% • The longest drawdown period lasted for 5 months and was between January 2026 and July 2026. It reached a trough of -11.3%.

Detailed Metrics

Returns

Total Return

+48.25%

Annualized Return

+18.18%

Avg Monthly Return

+1.42%

Risk

Volatility (Annual)

+15.32%

Max Drawdown

+16.16%

Positive Months

72%

Average Drawdown

-2.7%

Risk-Adjusted

Sharpe Ratio

1.06

Risk-free rate: 2.0%

Sortino Ratio

1.01

Downside risk adjusted

Return/Volatility

1.19

Calmar Ratio

1.13

Return/Max Drawdown

Ulcer Index

3.42

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,824.7

Backtest Period

2024-03-15 to 2026-07-24
2.4 years

Rebalancing

monthly

Base Currency

EUR