HomePortfoliosMonica 7Y

Monica 7Y

This is a core-satellite investment strategy. The time horizon is 7y.

Created byuser-08i4nz
None Rebalancing
EUR
High Risk
1.7yr backtest

Performance Summary

Total Return+94.47%
Annualized Return+47.41%
Volatility+29.13%
Sharpe Ratio1.56
Max Drawdown+27.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio targeting semiconductors, space, defense, and cybersecurity for long-term thematic growth.
AssetTypeAllocationTER
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
40.0%0.35%
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
20.0%0.55%
IVDF.XETRA
Invesco Defence Innovation UCITS ETF Acc • IE000BRM9046
ETF
20.0%0.35%
LOCK.AS
iShares Digital Security UCITS ETF USD (Acc) • IE00BG0J4C88
ETF
20.0%0.4%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €19,447.09
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 22 months (59%)
Monthly Returns Heatmap
Best month: +23.3% • Worst month: -12.2% • Best year: 2025 (+36.3%) • Worst year: 2024 (+8.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+13.2%-1.8%-3.2%+20.6%+23.3%-6.6%-12.2%-----+31.3%
2025+4.0%-5.5%-9.4%-2.8%+11.8%+11.4%+6.4%+1.4%+7.4%+10.8%-7.2%+6.2%+36.3%
2024----------3.8%+10.5%+2.3%+8.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +27.24% • The longest drawdown period lasted for 4 months and was between February 2025 and June 2025. It reached a trough of -27.2%.

Detailed Metrics

Returns
Total Return
+94.47%
Annualized Return
+47.41%
Avg Monthly Return
+3.49%
Risk
Volatility (Annual)
+29.13%
Max Drawdown
+27.24%
Positive Months
59%
Average Drawdown
-5.9%
Risk-Adjusted
Sharpe Ratio
1.56
Risk-free rate: 2.0%
Sortino Ratio
1.52
Downside risk adjusted
Return/Volatility
1.63
Calmar Ratio
1.74
Return/Max Drawdown
Ulcer Index
7.60
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€19,447.09
Backtest Period
2024-10-29 to 2026-07-17
1.7 years
Rebalancing
none
Base Currency
EUR