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PEAMaxxing

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None Rebalancing

EUR

Moderate Risk

8.7yr backtest

Performance Summary

Total Return+93.61%

Annualized Return+7.85%

Volatility+15.49%

Sharpe Ratio0.38

Max Drawdown+37.75%

Holdings

Asset Allocation

Asset Class

Equity 89.0%Real Estate 11.0%

Holdings Details

European-focused ETF portfolio with 89% equities and 11% real estate for diversified growth and dividend income.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753	LU0908500753	Acc	ETF	52.5%	0.07%
SPYW.XETRA State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EUR • IE00B5M1WJ87	IE00B5M1WJ87	Dist	ETF	31.5%	0.3%
PMEH.PA Amundi PEA Immobilier Europe (FTSE EPRA/NAREIT) UCITS ETF Acc • FR0011869304	FR0011869304	Acc	ETF	11.0%	0.4%
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390	LU1829219390	Acc	ETF	5.0%	0.3%
Total		Total			100.0%	0.19%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €19,360.85

Histogram of Monthly Returns

The portfolio had a positive return during 63 of the 106 months (59%)

Monthly Returns Heatmap

Best month: +14.6% • Worst month: -17.6% • Best year: 2019 (+26.3%) • Worst year: 2022 (-13.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.5%	+4.5%	-7.5%	+5.2%	+2.3%	+1.7%	-	-	-	-	-	-	+8.6%
2025	+6.3%	+3.6%	-2.2%	+1.2%	+5.0%	-1.3%	+1.0%	+0.7%	+1.0%	+2.0%	+1.3%	+2.6%	+23.1%
2024	+0.9%	+0.5%	+4.8%	-0.6%	+4.1%	-2.2%	+2.5%	+1.6%	-0.2%	-2.7%	+0.4%	-1.0%	+8.3%
2023	+7.0%	+1.6%	-1.4%	+3.0%	-3.1%	+2.1%	+2.8%	-1.8%	-2.0%	-3.5%	+7.6%	+4.2%	+17.1%
2022	-3.4%	-4.0%	+0.9%	-0.9%	-0.9%	-9.3%	+7.0%	-5.2%	-7.5%	+6.7%	+6.6%	-2.3%	-13.1%
2021	-1.8%	+2.3%	+6.3%	+1.9%	+3.2%	+0.8%	+2.5%	+2.3%	-4.1%	+3.8%	-2.1%	+4.8%	+21.3%
2020	-1.6%	-8.4%	-17.6%	+6.7%	+3.0%	+2.6%	-0.8%	+3.0%	-2.0%	-5.7%	+14.6%	+2.9%	-6.7%
2019	+7.0%	+2.8%	+1.9%	+3.4%	-3.8%	+3.4%	-0.7%	-0.7%	+4.3%	+1.6%	+2.5%	+2.4%	+26.3%
2018	+1.2%	-4.1%	-1.2%	+4.7%	-0.4%	-0.1%	+2.9%	-2.6%	-1.3%	-4.3%	-0.5%	-5.4%	-11.0%
2017	-	-	-	-	-	-	-	-	+1.4%	+2.2%	-0.8%	+0.4%	+3.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +37.75% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -23.9%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (31.5% of total allocation)

Total Dividends Received

€1,131.12

18 payments

Dividend Yield

1.04%

(annualized)

Avg Per Payment

€62.84

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2026	€28.30	0.15%	1
2025	€200.34	1.23%	2
2024	€150.68	1.05%	2
2023	€125.49	1.01%	2
2022	€115.60	0.99%	2
2021	€101.09	0.83%	2
2020	€96.49	0.96%	2
2019	€111.09	1.05%	2
2018	€108.71	1.07%	2
2017	€93.34	0.91%	1
Total	€1,131.12	1.04%	18

Detailed Metrics

Returns

Total Return

+93.61%

Annualized Return

+7.85%

Avg Monthly Return

+0.71%

Risk

Volatility (Annual)

+15.49%

Max Drawdown

+37.75%

Positive Months

59%

Average Drawdown

-6.4%

Risk-Adjusted

Sharpe Ratio

0.38

Risk-free rate: 2.0%

Sortino Ratio

0.34

Downside risk adjusted

Return/Volatility

0.51

Calmar Ratio

0.21

Return/Max Drawdown

Ulcer Index

8.65

Drawdown depth & duration

Martin Ratio

0.01

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€19,360.85

Backtest Period

2017-09-19 to 2026-06-19
8.7 years

Rebalancing

none

Base Currency

EUR