HomePortfolios4 Funds Leveraged

4 Funds Leveraged

Optimize
Monthly Rebalancing
EUR
High Risk
Multi-currency
10.2yr backtest

Performance Summary

Total Return+500.89%
Annualized Return+19.27%
Volatility+44.14%
Sharpe Ratio0.39
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 €60,088.92
Histogram of Monthly Returns
The portfolio had a positive return during 65 of the 123 months (53%)
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%+25.0%-----10.5%
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%.

Detailed Metrics

Returns
Total Return
+500.89%
Annualized Return
+19.27%
Avg Monthly Return
+2.09%
Risk
Volatility (Annual)
+44.14%
Max Drawdown
+62.34%
Positive Months
53%
Average Drawdown
-19.5%
Risk-Adjusted
Sharpe Ratio
0.39
Risk-free rate: 2.0%
Sortino Ratio
0.37
Downside risk adjusted
Return/Volatility
0.44
Calmar Ratio
0.31
Return/Max Drawdown
Ulcer Index
23.20
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
60,088.92
Backtest Period
2016-06-08 to 2026-08-12
10.2 years
Rebalancing
monthly
Base Currency
EUR
4 Funds Leveraged | +19.3% CAGR | ETF Backtest