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Monica 7Y

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

Created byuser-08i4nz
None Rebalancing
EUR
High Risk
1.8yr backtest

Performance Summary

Total Return+101.00%
Annualized Return+47.07%
Volatility+29.15%
Sharpe Ratio1.55
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 €20,099.79
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 23 months (61%)
Monthly Returns Heatmap
Best month: +23.3% • Worst month: -13.7% • Best year: 2025 (+36.3%) • Worst year: 2024 (+8.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+13.2%-1.8%-3.2%+20.6%+23.3%-6.6%-13.7%+5.1%----+35.6%
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
+101.00%
Annualized Return
+47.07%
Avg Monthly Return
+3.49%
Risk
Volatility (Annual)
+29.15%
Max Drawdown
+27.24%
Positive Months
61%
Average Drawdown
-6.5%
Risk-Adjusted
Sharpe Ratio
1.55
Risk-free rate: 2.0%
Sortino Ratio
1.51
Downside risk adjusted
Return/Volatility
1.61
Calmar Ratio
1.73
Return/Max Drawdown
Ulcer Index
8.38
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€20,099.79
Backtest Period
2024-10-29 to 2026-08-21
1.8 years
Rebalancing
none
Base Currency
EUR