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Created byuser-b8stsg
FIRE Projection
Annual Rebalancing
EUR
Low Risk
Multi-currency
0.2yr backtest

Performance Summary

Total Return+4.04%
Annualized Return+21.61%
Volatility+7.59%
Sharpe Ratio2.58
Max Drawdown+2.13%

Holdings

Asset Allocation

Asset Class

Equity 43.0%Precious Metals 20.0%Bonds 12.0%Money Market 10.0%Commodities 9.0%Cryptocurrencies 6.0%
Holdings Details
Diversified ETF portfolio blending global equities, gold, managed futures, crypto and inflation-linked bonds to weather all market conditions.
AssetTypeAllocationTER
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
20.0%0.12%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
16.0%0.75%
XEON.XETRA
Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497
ETF
10.0%0.1%
NTSG.XETRA
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8
ETF
8.0%0.25%
IWMO.LSE
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
7.0%0.25%
C47B.XETRA
HANetf KRC Cat Bond UCITS ETF (Acc) • IE000UWJUW87
ETF
6.0%1.28%
EEAU.XETRA
BNP Paribas Easy Managed Futures UCITS ETF Acc • LU3307218399
ETF
6.0%0.6%
IB1T.XETRA
iShares Bitcoin ETP • XS2940466316
ETF
6.0%0.15%
IWQU.LSE
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601
ETF
6.0%0.25%
EUIN.XETRA
Amundi Euro Inflation Expectations 2-10Y UCITS ETF Acc • LU1390062245
ETF
3.0%0.25%
LYXD.XETRA
Amundi Euro Government Bond 7-10Y UCITS ETF Acc • LU1287023185
ETF
3.0%0.15%
CRRY.XETRA
WisdomTree Enhanced Commodity Carry • XS3022291473
ETF
3.0%0.34%
IE000IIHLZL0
L&G Market Neutral Commodities • IE000IIHLZL0
FUND
3.0%0.49%
EN4C.XETRA
L&G Multi-Strategy Enhanced Commodities UCITS ETF USD Accumulating • IE00BFXR6159
ETF
3.0%0.3%
Total100.0%0.37%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,404.32
Histogram of Monthly Returns
The portfolio had a positive return during 3 of the 4 months (75%)
Monthly Returns Heatmap
Best month: +3.9% • Worst month: -0.3% • Best year: 2026 (+4.0%) • Worst year: 2026 (+4.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-----+0.4%-0.3%+3.9%+0.0%---+4.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +2.13% • The longest drawdown period lasted for 17 days and was between August 2026 and September 2026. It reached a trough of -1.4%.

Detailed Metrics

Returns
Total Return
+4.04%
Annualized Return
+21.61%
Avg Monthly Return
+1.01%
Risk
Volatility (Annual)
+7.59%
Max Drawdown
+2.13%
Positive Months
75%
Average Drawdown
-0.8%
Risk-Adjusted
Sharpe Ratio
2.58
Risk-free rate: 2.0%
Sortino Ratio
2.80
Downside risk adjusted
Return/Volatility
2.85
Calmar Ratio
10.15
Return/Max Drawdown
Ulcer Index
0.78
Drawdown depth & duration
Martin Ratio
0.25
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,404.32
Backtest Period
2026-06-29 to 2026-09-11
0.2 years
Rebalancing
annual
Base Currency
EUR