HomePortfoliosMine

Mine

Created byuser-bxr4h1
Optimize
None Rebalancing
EUR
Moderate Risk
3.2yr backtest

Performance Summary

Total Return+126.43%
Annualized Return+29.04%
Volatility+13.06%
Sharpe Ratio2.07
Max Drawdown+15.39%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Precious Metals 30.0%
Holdings Details
A diversified ETF portfolio targeting global dividends, gold, energy, semiconductors, tech, uranium, and space innovation.
AssetTypeAllocationTER
GOLD-EUR.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
30.0%0.12%
VDIV.XETRA
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
30.0%0.38%
EXH1.XETRA
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) • DE000A0H08M3
ETF
12.0%0.47%
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
7.0%0.55%
AYEW.XETRA
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist) • IE00BJ5JNY98
ETF
7.0%0.18%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
7.0%0.35%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
7.0%0.55%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €22,643.21
Histogram of Monthly Returns
The portfolio had a positive return during 28 of the 39 months (72%)
Monthly Returns Heatmap
Best month: +11.9% • Worst month: -4.2% • Best year: 2025 (+36.7%) • Worst year: 2023 (+11.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+11.9%+2.9%-4.2%+7.3%--------+18.3%
2025+6.2%-1.2%-1.7%-2.2%+6.0%+2.7%+4.8%+1.4%+7.1%+7.8%-1.2%+2.6%+36.7%
2024+2.1%+1.4%+6.3%+0.6%+1.8%+1.9%+0.9%-0.8%+2.5%+3.3%+5.0%-1.5%+25.9%
2023--0.6%-0.1%-0.5%+2.2%+0.9%+2.6%+0.2%+0.1%-0.2%+3.1%+3.3%+11.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.39% • The longest drawdown period lasted for 3 months and was between February 2025 and June 2025. It reached a trough of -15.4%.

Dividend Income

Summary
This portfolio contains 3 distributing ETFs (49.0% of total allocation)

Total Dividends Received

€682.38

32 payments

Dividend Yield

1.53%

(annualized)

Avg Per Payment

€21.32

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
2026€50.48
2025€225.11
2024€208.42
2023€198.32
Total€682.38

Detailed Metrics

Returns
Total Return
+126.43%
Annualized Return
+29.04%
Avg Monthly Return
+2.17%
Risk
Volatility (Annual)
+13.06%
Max Drawdown
+15.39%
Positive Months
72%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
2.07
Risk-free rate: 2.0%
Sortino Ratio
1.98
Downside risk adjusted
Return/Volatility
2.22
Calmar Ratio
1.89
Return/Max Drawdown
Ulcer Index
2.64
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€22,643.21
Backtest Period
2023-02-08 to 2026-04-24
3.2 years
Rebalancing
none
Base Currency
EUR