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My portfolio

Created byuser-gyvqfb

None Rebalancing

USD

Unknown Risk

Multi-currency

Performance Summary

No backtest data available

Holdings

Asset Allocation

Asset Class

Equity 95.0%Cryptocurrencies 5.0%

Holdings Details

A diversified ETF portfolio blending global equities, tech growth via Nasdaq 100, income, and Bitcoin for balanced long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
FGQI.LSE Fidelity Global Quality Income UCITS ETF INC-USD • IE00BYXVGZ48	IE00BYXVGZ48	Dist	ETF	40.0%	0.4%
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19	IE00B53SZB19	Acc	ETF	30.0%	0.3%
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	20.0%	0.19%
WBIT.XETRA WisdomTree Physical Bitcoin • GB00BJYDH287	GB00BJYDH287	Acc	ETF	5.0%	0.15%
BRK-B.US Berkshire Hathaway Inc • US0846707026	US0846707026	-	STOCK	5.0%	0%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with $10,000 investment

Histogram of Monthly Returns

The portfolio had a positive return during 0 of the 0 months (0%)

Monthly Returns Heatmap

Best month: N/A • Worst month: N/A

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Peak-to-trough declines from highs

Detailed Metrics

Returns

Total Return

N/A

Annualized Return

N/A

Avg Monthly Return

N/A

Risk

Volatility (Annual)

N/A

Max Drawdown

N/A

Positive Months

Average Drawdown

0.0%

Risk-Adjusted

Sharpe Ratio

N/A

Risk-free rate: 2.0%

Sortino Ratio

N/A

Downside risk adjusted

Return/Volatility

N/A

Calmar Ratio

N/A

Return/Max Drawdown

Ulcer Index

N/A

Drawdown depth & duration

Martin Ratio

N/A

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$N/A

Backtest Period

N/A

Rebalancing

none

Base Currency

USD