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my total asset

my total asset

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None Rebalancing
EUR
Moderate Risk
4.2yr backtest

Performance Summary

Total Return+87.31%
Annualized Return+16.29%
Volatility+19.56%
Sharpe Ratio0.73
Max Drawdown+27.79%

Holdings

Asset Allocation

Asset Class

Equity 91.0%Cryptocurrencies 6.0%Precious Metals 3.0%
Holdings Details
My Total Asset EUR portfolio: 91% Nasdaq-100 ETF, 6% Bitcoin, 3% Gold. Growth-focused diversified allocation.
AssetTypeAllocationTER
EQQB.XETRA
Invesco EQQQ Nasdaq-100 UCITS ETF AccIE00BFZXGZ54
ETF
91.0%0.3%
BITC.XETRA
CoinShares Physical BitcoinGB00BLD4ZL17
ETF
6.0%0.25%
GOLD-EUR.PA
Amundi Physical Gold ETC (C)FR0013416716
ETF
3.0%0.12%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €18,730.69
Histogram of Monthly Returns
The portfolio had a positive return during 29 of the 51 months (57%)
Monthly Returns Heatmap
Best month: +14.1% • Worst month: -10.2% • Best year: 2023 (+52.8%) • Worst year: 2022 (-19.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.2%-3.3%-3.8%+11.4%--------+3.5%
2025+4.0%-6.5%-10.2%-2.0%+9.8%+2.0%+7.0%-2.9%+4.9%+6.4%-3.5%-1.0%+5.9%
2024+3.8%+6.4%+3.0%-3.0%+2.6%+8.5%-2.8%-2.5%+2.6%+3.3%+10.2%+2.0%+38.7%
2023+9.8%+2.6%+6.3%-0.9%+11.0%+4.0%+2.5%+0.1%-2.1%-1.6%+7.1%+5.4%+52.8%
2022-+2.7%+7.0%-7.4%-7.1%-7.7%+14.1%-2.6%-5.9%+0.5%-3.5%-8.8%-19.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +27.79% • The longest drawdown period lasted for 1 year and 2 months and was between April 2022 and July 2023. It reached a trough of -27.8%.

Detailed Metrics

Returns
Total Return
+87.31%
Annualized Return
+16.29%
Avg Monthly Return
+1.40%
Risk
Volatility (Annual)
+19.56%
Max Drawdown
+27.79%
Positive Months
57%
Average Drawdown
-8.2%
Risk-Adjusted
Sharpe Ratio
0.73
Risk-free rate: 2.0%
Sortino Ratio
0.70
Downside risk adjusted
Return/Volatility
0.83
Calmar Ratio
0.59
Return/Max Drawdown
Ulcer Index
10.25
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
18,730.69
Backtest Period
2022-02-18 to 2026-04-17
4.2 years
Rebalancing
none
Base Currency
EUR