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portafoglio alessia

Created byuser-szq3yt

None Rebalancing

EUR

Moderate Risk

1.7yr backtest

Performance Summary

Total Return+22.79%

Annualized Return+12.79%

Volatility+10.16%

Sharpe Ratio1.06

Max Drawdown+13.81%

Holdings

Asset Allocation

Asset Class

Equity 65.0%Money Market 25.0%Precious Metals 10.0%

Holdings Details

A diversified ETF portfolio blending 65% global stocks, 25% EUR money market, and 10% physical gold for balanced growth and stability.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	65.0%	0.07%
E0UA.XETRA iShares EUR Government Bond 0-3 Month UCITS ETF EUR (Acc) • IE000JLXYKJ8	IE000JLXYKJ8	Acc	ETF	25.0%	0.07%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	10.0%	0.12%
Total		Total			100.0%	0.08%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,279.08

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 22 months (64%)

Monthly Returns Heatmap

Best month: +5.3% • Worst month: -4.7% • Best year: 2025 (+11.7%) • Worst year: 2024 (-0.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.1%	+1.9%	-4.7%	+5.3%	+3.8%	-0.4%	-1.0%	+3.4%	-	-	-	-	+10.6%
2025	+3.6%	-1.3%	-4.1%	-2.3%	+3.8%	+0.3%	+3.5%	+0.0%	+3.1%	+3.7%	+0.3%	+0.8%	+11.7%
2024	-	-	-	-	-	-	-	-	-	-	+0.0%	-0.6%	-0.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +13.81% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -13.8%.

Detailed Metrics

Returns

Total Return

+22.79%

Annualized Return

+12.79%

Avg Monthly Return

+0.97%

Risk

Volatility (Annual)

+10.16%

Max Drawdown

+13.81%

Positive Months

64%

Average Drawdown

-2.4%

Risk-Adjusted

Sharpe Ratio

1.06

Risk-free rate: 2.0%

Sortino Ratio

1.02

Downside risk adjusted

Return/Volatility

1.26

Calmar Ratio

0.93

Return/Max Drawdown

Ulcer Index

3.31

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,279.08

Backtest Period

2024-11-29 to 2026-08-14
1.7 years

Rebalancing

none

Base Currency

EUR