Monica 7Y

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

None Rebalancing
EUR
High Risk
1.5yr backtest

Performance Summary

Total Return+114.56%
Annualized Return+64.09%
Volatility+28.40%
Sharpe Ratio2.19
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 AccLU1900066033
ETF
40.0%0.35%
JEDI.XETRA
VanEck Space Innovators UCITS ETFIE000YU9K6K2
ETF
20.0%0.55%
IVDF.XETRA
Invesco Defence Innovation UCITS ETF AccIE000BRM9046
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 €21,455.68
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 20 months (65%)
Monthly Returns Heatmap
Best month: +20.6% • Worst month: -9.4% • Best year: 2026 (+44.8%) • Worst year: 2024 (+8.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+13.2%-1.8%-3.2%+20.6%+11.6%-------+44.8%
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
+114.56%
Annualized Return
+64.09%
Avg Monthly Return
+4.19%
Risk
Volatility (Annual)
+28.40%
Max Drawdown
+27.24%
Positive Months
65%
Average Drawdown
-5.4%
Risk-Adjusted
Sharpe Ratio
2.19
Risk-free rate: 2.0%
Sortino Ratio
2.14
Downside risk adjusted
Return/Volatility
2.26
Calmar Ratio
2.35
Return/Max Drawdown
Ulcer Index
7.21
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
21,455.68
Backtest Period
2024-10-29 to 2026-05-15
1.5 years
Rebalancing
none
Base Currency
EUR
Monica 7Y | +64.1% CAGR | ETF Backtest