Home PortfoliosMAx sharp short

MAx sharp short

Created byuser-julfmc

Optimize FIRE Projection

None Rebalancing

EUR

High Risk

Multi-currency

3.8yr backtest

Performance Summary

Total Return+124.80%

Annualized Return+23.89%

Volatility+80.59%

Sharpe Ratio0.27

Max Drawdown+78.85%

Holdings

Asset Allocation

Asset Class

Equity 50.9%Commodities 23.9%Precious Metals 23.2%Other 2.0%

Holdings Details

Diversified ETF portfolio mixing US and European tech stocks with gold and inverse commodity hedges for a balanced, all-weather growth strategy.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14	IE00B3WJKG14	Acc	ETF	25.8%	0.15%
3LGS.LSE WisdomTree Natural Gas 3x Daily Short • XS2819843223	XS2819843223	Acc	ETF	23.9%	0.99%
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716	FR0013416716	Acc	ETF	19.2%	0.12%
ESIT.XETRA iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) • IE00BMW42413	IE00BMW42413	Acc	ETF	14.7%	0.18%
TYLG.US Global X Funds - Global X Information Technology Covered Call & Growth ETF • US37960A7431	US37960A7431	Dist	ETF	8.4%	0.6%
3SGO.LSE WisdomTree Gold 3x Daily Short • IE00B6X4BP29	IE00B6X4BP29	Acc	ETF	2.0%	0.99%
3DES.XETRA WisdomTree DAX 3x Daily Short • IE00B8GKPP93	IE00B8GKPP93	Acc	ETF	2.0%	0.8%
SSMH.LSE Leverage Shares -3x Short Semiconductors ETP Securities	-	-	ETF	2.0%	-
GL3S.XETRA Leverage Shares -3x Short Gold ETP Securities • XS2472195283	XS2472195283	Acc	ETF	2.0%	0.75%
Total		Total			100.0%	0.43%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €22,479.91

Histogram of Monthly Returns

The portfolio had a positive return during 26 of the 47 months (55%)

Monthly Returns Heatmap

Best month: +57.9% • Worst month: -35.3% • Best year: 2023 (+175.7%) • Worst year: 2025 (-29.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-13.9%	+11.1%	-9.0%	+16.5%	-2.0%	-0.9%	+8.1%	+1.5%	+0.1%	-	-	-	+8.2%
2025	-7.3%	-35.3%	+0.5%	+3.8%	+0.8%	-9.5%	+22.1%	+6.2%	+3.1%	+0.5%	-11.6%	+3.5%	-29.8%
2024	+15.4%	+6.7%	+36.3%	-13.7%	-26.6%	-13.1%	+57.2%	+1.8%	-23.1%	+32.1%	-16.2%	-32.3%	-14.7%
2023	+57.9%	-0.4%	+28.5%	-4.5%	+13.1%	-27.0%	-2.2%	-4.7%	+12.7%	-6.9%	+49.0%	+18.9%	+175.7%
2022	-	-	-	-	-	-	-	-	-	-	-4.9%	+32.4%	+25.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +78.85% • The longest drawdown period lasted for 2 years and 6 months and was between February 2024 and September 2026. It reached a trough of -78.9%.

When could this portfolio get you to financial independence?

MAx sharp short returned +23.89% a year over the 4 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.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (8.4% of total allocation)

Total Dividends Received

€426.35

45 payments

Dividend Yield

0.42%

(annualized)

Avg Per Payment

€9.47

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	€104.15	0.50%	8
2025	€115.33	0.57%	13
2024	€151.08	0.34%	12
2023	€55.82	0.25%	12
Total	€426.35	0.42%	45

Detailed Metrics

Returns

Total Return

+124.80%

Annualized Return

+23.89%

Avg Monthly Return

+3.72%

Risk

Volatility (Annual)

+80.59%

Max Drawdown

+78.85%

Positive Months

55%

Average Drawdown

-47.5%

Risk-Adjusted

Sharpe Ratio

0.27

Risk-free rate: 2.0%

Sortino Ratio

0.27

Downside risk adjusted

Return/Volatility

0.30

Calmar Ratio

0.30

Return/Max Drawdown

Ulcer Index

51.87

Drawdown depth & duration

Martin Ratio

0.00

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€22,479.91

Backtest Period

2022-11-22 to 2026-09-03
3.8 years

Rebalancing

none

Base Currency

EUR