HomePortfoliosPlata O Plomo
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Annual Rebalancing
EUR
High Risk
Multi-currency
6.8yr backtest

Performance Summary

Total Return+574.95%
Annualized Return+32.36%
Volatility+41.64%
Sharpe Ratio0.73
Max Drawdown+53.82%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified equity portfolio focused on materials and technology sectors, featuring global mining stocks and a tech ETF for growth.
AssetTypeAllocationTER
ATYM.LSE
Atalaya Mining LtdCY0106002112
STOCK
20.0%0%
TMQ.US
Trilogy Metals IncCA89621C1059
STOCK
20.0%0%
WRN.US
Western Copper and Gold CorpCA95805V1085
STOCK
20.0%0%
VZLA.US
Vizsla Resources CorpCA92859G6085
STOCK
20.0%0%
WTCH.AS
State Street SPDR MSCI World Technology UCITS ETF USDIE00BYTRRD19
ETF
20.0%0.3%
Total100.0%0.06%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €67,494.86
Histogram of Monthly Returns
The portfolio had a positive return during 46 of the 83 months (55%)
Monthly Returns Heatmap
Best month: +46.5% • Worst month: -24.9% • Best year: 2025 (+134.0%) • Worst year: 2022 (-28.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.0%-3.0%-21.1%+11.5%+12.1%-12.7%-3.9%+15.6%----+1.2%
2025+4.2%+2.1%+0.4%-1.7%+6.1%+3.2%+5.4%+12.8%+20.5%+25.7%+6.4%+6.4%+134.0%
2024+8.2%-8.8%+15.2%-2.0%+9.0%+0.8%+6.7%-6.1%-2.7%+5.9%+23.0%-1.9%+52.3%
2023+7.0%-0.2%+3.2%-2.1%-5.6%+4.2%-1.7%-3.3%-1.0%-6.3%+5.3%+4.7%+3.1%
2022-7.5%-0.7%+7.5%-8.0%-9.2%-17.5%+4.1%-7.2%-4.5%+7.5%+4.8%+0.7%-28.8%
2021+1.7%+12.1%-1.4%+6.8%+27.7%-7.8%-2.6%-3.0%-7.4%+19.3%-0.2%+3.4%+52.1%
2020-3.2%-23.3%-24.9%+31.4%+8.7%+22.4%+46.5%-8.0%-9.4%-5.6%+11.5%+7.0%+34.0%
2019----------2.3%+1.5%+26.1%+25.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +53.82% • The longest drawdown period lasted for 2 years and 11 months and was between November 2021 and November 2024. It reached a trough of -41.1%.

Detailed Metrics

Returns
Total Return
+574.95%
Annualized Return
+32.36%
Avg Monthly Return
+2.98%
Risk
Volatility (Annual)
+41.64%
Max Drawdown
+53.82%
Positive Months
55%
Average Drawdown
-19.4%
Risk-Adjusted
Sharpe Ratio
0.73
Risk-free rate: 2.0%
Sortino Ratio
0.81
Downside risk adjusted
Return/Volatility
0.78
Calmar Ratio
0.60
Return/Max Drawdown
Ulcer Index
21.89
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
67,494.86
Backtest Period
2019-10-29 to 2026-08-21
6.8 years
Rebalancing
annual
Base Currency
EUR
Plata O Plomo | +32.4% CAGR | ETF Backtest