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MANO

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.4yr backtest

Performance Summary

Total Return+53.55%

Annualized Return+19.24%

Volatility+13.58%

Sharpe Ratio1.27

Max Drawdown+22.23%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Bonds 10.0%

Holdings Details

A diversified 90% equity, 10% bond ETF portfolio targeting global dividend income and leveraged US growth for balanced returns.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CL2.PA Amundi MSCI USA Daily (2x) Leveraged UCITS ETF Acc • FR0010755611	FR0010755611	Acc	ETF	20.0%	0.5%
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10	IE00B8GKDB10	Dist	ETF	20.0%	0.29%
FGEQ.XETRA Fidelity Global Quality Income UCITS ETF INC-USD • IE00BYXVGZ48	IE00BYXVGZ48	Dist	ETF	15.0%	0.4%
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594	NL0011683594	Dist	ETF	15.0%	0.38%
ISPA.XETRA iShares STOXX Global Select Dividend 100 UCITS ETF (DE) • DE000A0F5UH1	DE000A0F5UH1	Dist	ETF	10.0%	0.46%
JGPI.XETRA JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) • IE0003UVYC20	IE0003UVYC20	Dist	ETF	10.0%	0.35%
STHY.LSE PIMCO US Short-Term High Yield Corporate Bond UCITS ETF Dist • IE00B7N3YW49	IE00B7N3YW49	Dist	ETF	10.0%	0.55%
Total		Total			100.0%	0.41%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €15,355.22

Histogram of Monthly Returns

The portfolio had a positive return during 22 of the 30 months (73%)

Monthly Returns Heatmap

Best month: +7.9% • Worst month: -7.5% • Best year: 2024 (+26.3%) • Worst year: 2023 (+2.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.6%	+3.3%	-3.9%	+6.2%	+2.9%	-	-	-	-	-	-	-	+10.2%
2025	+4.5%	-0.9%	-7.5%	-6.1%	+5.5%	-0.1%	+5.4%	+0.2%	+2.1%	+3.9%	+1.0%	+0.5%	+8.1%
2024	+3.7%	+2.3%	+4.4%	-1.7%	+1.2%	+3.9%	+1.6%	-0.8%	+1.8%	+1.4%	+7.9%	-1.7%	+26.3%
2023	-	-	-	-	-	-	-	-	-	-	-	+2.1%	+2.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +22.23% • The longest drawdown period lasted for 8 months and was between February 2025 and October 2025. It reached a trough of -22.2%.

Dividend Income

Summary

This portfolio contains 6 distributing ETFs (80.0% of total allocation)

Total Dividends Received

€940.69

96 payments

Dividend Yield

3.08%

(annualized)

Avg Per Payment

€9.80

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	€111.98	0.77%	14
2025	€412.43	3.20%	40
2024	€385.00	3.32%	39
2023	€31.31	0.31%	3
Total	€940.69	3.08%	96

Detailed Metrics

Returns

Total Return

+53.55%

Annualized Return

+19.24%

Avg Monthly Return

+1.50%

Risk

Volatility (Annual)

+13.58%

Max Drawdown

+22.23%

Positive Months

73%

Average Drawdown

-3.5%

Risk-Adjusted

Sharpe Ratio

1.27

Risk-free rate: 2.0%

Sortino Ratio

1.13

Downside risk adjusted

Return/Volatility

1.42

Calmar Ratio

0.87

Return/Max Drawdown

Ulcer Index

4.94

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€15,355.22

Backtest Period

2023-12-07 to 2026-05-15
2.4 years

Rebalancing

none

Base Currency

EUR