Home PortfoliosPlan 1 Nuevo

Plan 1 Nuevo

Created byuser-xftfo3

None Rebalancing

USD

Low Risk

Multi-currency

2.0yr backtest

Performance Summary

Total Return+34.24%

Annualized Return+16.23%

Volatility+9.67%

Sharpe Ratio1.47

Max Drawdown+8.54%

Holdings

Asset Allocation

Asset Class

Equity 56.2%Precious Metals 20.0%Bonds 20.0%Real Estate 3.8%

Holdings Details

Diversified ETF portfolio blending global stocks, gold, bonds, and real estate for balanced, long-term growth across major asset classes.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
LU0996182563 Amundi Index Solutions - Amundi Index MSCI World AE-C • LU0996182563	LU0996182563	Acc	FUND	30.0%	0.3%
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325	IE00B579F325	Acc	ETC	20.0%	0.12%
USB7.XETRA Amundi US Treasury Bond 7-10Y UCITS ETF Acc • LU1407887915	LU1407887915	Acc	ETF	17.0%	0.06%
XDWH.LSE Xtrackers MSCI World Health Care UCITS ETF 1C • IE00BM67HK77	IE00BM67HK77	Acc	ETF	7.5%	0.25%
XDWS.LSE Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09	IE00BM67HN09	Acc	ETF	7.5%	0.25%
XDWT.LSE Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60	IE00BM67HT60	Acc	ETF	7.5%	0.25%
H4Z7.XETRA HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) • IE000G6GSP88	IE000G6GSP88	Acc	ETF	3.8%	0.24%
XDW0.LSE Xtrackers MSCI World Energy UCITS ETF 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	3.7%	0.25%
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871	LU0290356871	Acc	ETF	3.0%	0.1%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $13,423.78

Histogram of Monthly Returns

The portfolio had a positive return during 20 of the 25 months (80%)

Monthly Returns Heatmap

Best month: +5.9% • Worst month: -6.9% • Best year: 2025 (+26.2%) • Worst year: 2024 (+2.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+5.9%	+2.6%	-6.9%	+4.2%	+2.0%	-3.4%	+0.3%	-	-	-	-	-	+4.2%
2025	+3.6%	+0.3%	+0.3%	+1.7%	+2.5%	+2.6%	+1.0%	+1.9%	+4.3%	+2.5%	+2.0%	+0.8%	+26.2%
2024	-	-	-	-	-	-	+0.0%	+2.7%	+1.8%	-1.0%	+1.5%	-2.8%	+2.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +8.54% • The longest drawdown period lasted for 4 months and was between March 2026 and July 2026. It reached a trough of -8.5%.

Detailed Metrics

Returns

Total Return

+34.24%

Annualized Return

+16.23%

Avg Monthly Return

+1.22%

Risk

Volatility (Annual)

+9.67%

Max Drawdown

+8.54%

Positive Months

80%

Average Drawdown

-1.7%

Risk-Adjusted

Sharpe Ratio

1.47

Risk-free rate: 2.0%

Sortino Ratio

1.39

Downside risk adjusted

Return/Volatility

1.68

Calmar Ratio

1.90

Return/Max Drawdown

Ulcer Index

2.15

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$13,423.78

Backtest Period

2024-07-31 to 2026-07-16
2.0 years

Rebalancing

none

Base Currency

USD