Optimize
None Rebalancing
EUR
High Risk
11.7yr backtest

Performance Summary

Total Return+6626.68%
Annualized Return+43.39%
Volatility+44.91%
Sharpe Ratio0.92
Max Drawdown+76.86%

Holdings

Asset Allocation

Asset Class

Equity 67.0%Cryptocurrencies 33.0%
Holdings Details
A leveraged US equity ETF, Bitcoin, and a global high-dividend ETF portfolio for aggressive, diversified growth.
AssetTypeAllocationTER
CL2.PA
Amundi MSCI USA Daily (2x) Leveraged UCITS ETF AccFR0010755611
ETF
34.0%0.5%
BTC-EUR
Bitcoin EUR Price
CRYPTO
33.0%-
VHYL.AS
Vanguard FTSE All-World High Dividend Yield UCITS ETF DistributingIE00B8GKDB10
ETF
33.0%0.29%
Total100.0%0.27%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €672,668.47
Histogram of Monthly Returns
The portfolio had a positive return during 77 of the 141 months (55%)
Monthly Returns Heatmap
Best month: +45.2% • Worst month: -34.9% • Best year: 2017 (+539.7%) • Worst year: 2018 (-66.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-10.4%-13.5%+3.1%+10.8%+3.1%--------8.7%
2025+9.3%-17.2%-6.7%+8.1%+10.9%-1.3%+11.5%-8.4%+5.0%-2.3%-16.7%-4.1%-16.4%
2024+3.3%+40.8%+16.1%-13.4%+8.9%-5.1%+2.1%-10.2%+6.4%+12.8%+39.8%-1.0%+129.9%
2023+34.0%+2.6%+17.6%+1.3%-3.4%+9.4%-4.0%-9.1%+5.5%+25.1%+6.0%+10.2%+133.1%
2022-15.3%+11.1%+7.0%-12.5%-16.5%-34.2%+20.8%-11.5%-1.8%+5.0%-18.5%-7.0%-59.5%
2021+14.1%+34.7%+33.4%-4.0%-34.9%-2.3%+17.5%+13.3%-5.2%+38.3%-4.8%-17.7%+71.5%
2020+25.1%-9.1%-24.3%+32.3%+6.9%-3.5%+15.4%+3.0%-5.5%+23.4%+36.5%+40.3%+211.8%
2019-2.1%+10.6%+6.9%+23.6%+43.8%+21.5%-2.7%-3.9%-10.2%+6.7%-12.5%-5.1%+85.9%
2018-27.1%+2.8%-30.3%+30.2%-13.1%-11.9%+18.2%-6.5%-4.6%-3.2%-29.2%-9.9%-66.1%
2017-1.8%+16.1%-5.0%+9.4%+31.6%+3.9%+7.3%+42.4%-4.5%+40.3%+45.2%+32.7%+539.7%
2016-11.5%+6.6%-1.7%+1.6%+11.7%+8.9%+0.3%-2.5%+1.3%+7.8%+10.1%+13.9%+53.7%
2015-1.8%+11.2%+3.5%-4.1%+2.3%-2.6%+5.4%-14.3%-3.6%+20.0%+10.8%-1.9%+22.6%
2014---------3.4%-1.8%+7.0%-1.6%-0.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +76.86% • The longest drawdown period lasted for 2 years and 11 months and was between December 2017 and November 2020. It reached a trough of -76.9%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (33.0% of total allocation)

Total Dividends Received

1,899.13

47 payments

Dividend Yield

0.06%

(annualized)

Avg Per Payment

40.41

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
YearDividends
202642.78
2025223.45
2024211.90
2023203.17
2022210.52
2021168.94
2020134.29
2019154.45
2018142.62
2017131.01
2016120.55
2015114.27
201441.20
Total1,899.13

Detailed Metrics

Returns
Total Return
+6626.68%
Annualized Return
+43.39%
Avg Monthly Return
+4.31%
Risk
Volatility (Annual)
+44.91%
Max Drawdown
+76.86%
Positive Months
55%
Average Drawdown
-30.0%
Risk-Adjusted
Sharpe Ratio
0.92
Risk-free rate: 2.0%
Sortino Ratio
0.93
Downside risk adjusted
Return/Volatility
0.97
Calmar Ratio
0.56
Return/Max Drawdown
Ulcer Index
36.79
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
672,668.47
Backtest Period
2014-09-17 to 2026-05-22
11.7 years
Rebalancing
none
Base Currency
EUR
mano | +43.4% CAGR | ETF Backtest