Pietro

Ggggg

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Pietro EUR investment portfolio featuring diversified ETF holdings for European investors seeking long-term wealth building with minimal active management.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	80.0%	0.07%
MWRE.XETRA Amundi Core MSCI World UCITS ETF Acc • IE000BI8OT95	IE000BI8OT95	Acc	ETF	20.0%	0.12%
Total		Total			100.0%	0.08%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,373.56

Histogram of Monthly Returns

The portfolio had a positive return during 9 of the 19 months (47%)

Monthly Returns Heatmap

Best month: +9.2% • Worst month: -8.8% • Best year: 2026 (+9.1%) • Worst year: 2025 (+5.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.3%	-0.1%	-4.0%	+9.2%	+4.5%	-	-	-	-	-	-	-	+9.1%
2025	+4.0%	-3.5%	-8.8%	-5.1%	+6.8%	+1.4%	+5.8%	-1.0%	+2.8%	+4.7%	-0.4%	-0.2%	+5.4%
2024	-	-	-	-	-	-	-	-	-	-	+8.6%	-0.9%	+7.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +22.99% • The longest drawdown period lasted for 8 months and was between February 2025 and October 2025. It reached a trough of -23.0%.

Detailed Metrics

Returns

Total Return

+23.74%

Annualized Return

+14.99%

Avg Monthly Return

+1.23%

Risk

Volatility (Annual)

+16.37%

Max Drawdown

+22.99%

Positive Months

47%

Average Drawdown

-5.1%

Risk-Adjusted

Sharpe Ratio

0.79

Risk-free rate: 2.0%

Sortino Ratio

0.75

Downside risk adjusted

Return/Volatility

0.92

Calmar Ratio

0.65

Return/Max Drawdown

Ulcer Index

6.79

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,373.56

Backtest Period

2024-11-04 to 2026-05-15
1.5 years

Rebalancing

none

Base Currency

EUR

Performance Summary

Holdings

Performance

Detailed Metrics