Home PortfoliosPerplexity-Good Deflation portfolio

Perplexity-Good Deflation portfolio

Created byuser-9ue1hg

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None Rebalancing

USD

Moderate Risk

Multi-currency

3.1yr backtest

Performance Summary

Total Return+107.72%

Annualized Return+26.26%

Volatility+14.13%

Sharpe Ratio1.72

Max Drawdown+13.76%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global ETF portfolio targeting growth and stability via developed, emerging, tech, value, infrastructure, and gold holdings.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VHVE.LSE Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03	IE00BK5BQV03	Acc	ETF	30.0%	0.12%
EQQB.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF Acc • IE00BFZXGZ54	IE00BFZXGZ54	Acc	ETF	20.0%	0.3%
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	15.0%	0.18%
IWVL.LSE iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59	IE00BP3QZB59	Acc	ETF	15.0%	0.25%
CBUX.XETRA iShares Global Infrastructure UCITS ETF USD (Acc) • IE000CK5G8J7	IE000CK5G8J7	Acc	ETF	10.0%	0.65%
IS0E.XETRA iShares Gold Producers UCITS ETF • IE00B6R52036	IE00B6R52036	Acc	ETF	10.0%	0.55%
Total		Total			100.0%	0.28%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $20,771.53

Histogram of Monthly Returns

The portfolio had a positive return during 27 of the 39 months (69%)

Monthly Returns Heatmap

Best month: +11.8% • Worst month: -10.4% • Best year: 2025 (+37.8%) • Worst year: 2026 (+10.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+5.1%	+4.6%	-10.4%	+11.8%	-	-	-	-	-	-	-	-	+10.0%
2025	+4.5%	-1.8%	-1.1%	+1.6%	+6.2%	+4.8%	+2.1%	+3.6%	+6.4%	+1.9%	+2.1%	+2.5%	+37.8%
2024	-0.7%	+2.1%	+4.6%	-2.0%	+2.9%	+3.2%	+1.9%	+1.3%	+2.8%	-1.3%	+2.0%	-2.4%	+15.1%
2023	-	-0.2%	+4.9%	+1.4%	-0.7%	+4.8%	+3.9%	-3.2%	-4.1%	-2.7%	+9.1%	+5.2%	+19.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +13.76% • The longest drawdown period lasted for 4 months and was between August 2023 and December 2023. It reached a trough of -10.0%.

Detailed Metrics

Returns

Total Return

+107.72%

Annualized Return

+26.26%

Avg Monthly Return

+1.97%

Risk

Volatility (Annual)

+14.13%

Max Drawdown

+13.76%

Positive Months

69%

Average Drawdown

-2.4%

Risk-Adjusted

Sharpe Ratio

1.72

Risk-free rate: 2.0%

Sortino Ratio

1.72

Downside risk adjusted

Return/Volatility

1.86

Calmar Ratio

1.91

Return/Max Drawdown

Ulcer Index

3.08

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$20,771.53

Backtest Period

2023-02-27 to 2026-04-17
3.1 years

Rebalancing

none

Base Currency

USD