HomePortfoliosPlata O Plomo
Optimize FIRE Projection
Annual Rebalancing
EUR
High Risk
Multi-currency
6.9yr backtest

Performance Summary

Total Return+568.81%
Annualized Return+31.97%
Volatility+49.52%
Sharpe Ratio0.61
Max Drawdown+60.96%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Equal-weight mining equity portfolio of four precious and base metal stocks: copper, silver, and gold miners for metals-focused growth exposure.
AssetTypeAllocationTER
ATYM.LSE
Atalaya Mining LtdCY0106002112
STOCK
25.0%0%
TMQ.US
Trilogy Metals IncCA89621C1059
STOCK
25.0%0%
WRN.US
Western Copper and Gold CorpCA95805V1085
STOCK
25.0%0%
VZLA.US
Vizsla Resources CorpCA92859G6085
STOCK
25.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €66,880.52
Histogram of Monthly Returns
The portfolio had a positive return during 47 of the 84 months (56%)
Monthly Returns Heatmap
Best month: +60.7% • Worst month: -31.7% • Best year: 2025 (+166.4%) • Worst year: 2022 (-29.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+11.5%-3.0%-24.7%+9.8%+10.8%-16.7%-3.5%+22.4%-5.1%----7.4%
2025+5.4%+3.9%+3.1%-1.6%+5.1%+2.7%+4.8%+16.0%+22.9%+28.3%+8.0%+7.2%+166.4%
2024+8.5%-12.3%+18.9%-1.7%+10.3%-2.1%+9.7%-7.2%-3.9%+6.9%+26.9%-3.1%+54.5%
2023+5.9%-1.0%+2.3%-2.3%-10.5%+4.4%-2.7%-4.3%+0.1%-8.0%+3.5%+5.5%-8.2%
2022-7.1%+0.0%+8.1%-8.5%-10.1%-20.1%+1.1%-8.6%-3.4%+8.7%+7.1%+3.3%-29.1%
2021+1.8%+14.7%-2.4%+7.6%+34.8%-10.8%-3.8%-4.7%-8.3%+22.5%-1.4%+3.5%+54.9%
2020-5.4%-27.5%-31.7%+41.3%+10.2%+28.0%+60.7%-11.4%-11.2%-5.8%+12.3%+7.7%+34.5%
2019----------2.6%+0.1%+32.8%+29.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +60.96% • The longest drawdown period lasted for 3 years and 5 months and was between June 2021 and November 2024. It reached a trough of -46.9%.
When could this portfolio get you to financial independence?

Plata O Plomo returned +31.97% a year over the 7 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+568.81%
Annualized Return
+31.97%
Avg Monthly Return
+3.25%
Risk
Volatility (Annual)
+49.52%
Max Drawdown
+60.96%
Positive Months
56%
Average Drawdown
-24.1%
Risk-Adjusted
Sharpe Ratio
0.61
Risk-free rate: 2.0%
Sortino Ratio
0.69
Downside risk adjusted
Return/Volatility
0.65
Calmar Ratio
0.52
Return/Max Drawdown
Ulcer Index
26.91
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
66,880.52
Backtest Period
2019-10-29 to 2026-09-04
6.9 years
Rebalancing
annual
Base Currency
EUR