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Portafoglio Scalable

Created byuser-2ocsk2
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Annual Rebalancing
EUR
Low Risk
Multi-currency
2.9yr backtest

Performance Summary

Total Return+57.81%
Annualized Return+16.82%
Volatility+9.79%
Sharpe Ratio1.51
Max Drawdown+15.50%

Holdings

Asset Allocation

Asset Class

Equity 50.8%Bonds 35.7%Precious Metals 7.6%Commodities 5.6%Money Market 0.3%
Holdings Details
Diversified ETF portfolio blending US tech stocks, global bonds, gold, and commodities for balanced growth across asset classes.
AssetTypeAllocationTER
STHY.LSE
PIMCO US Short-Term High Yield Corporate Bond UCITS ETF Dist • IE00B7N3YW49
ETF
27.2%0.55%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
26.2%0.15%
LYQ7.XETRA
Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc • LU1650491282
ETF
8.5%0.09%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
7.6%0.12%
SXRS.XETRA
iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12
ETF
5.6%0.19%
ASWC.XETRA
HANetf Future of Defence UCITS ETF • IE000OJ5TQP4
ETF
4.5%0.49%
LSMC.XETRA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
3.7%0.35%
WTDX.XETRA
WisdomTree Japan Equity UCITS ETF USD Hedged • IE00BVXC4854
ETF
3.1%0.48%
ICGA.XETRA
iShares MSCI China UCITS ETF USD (Acc) • IE00BJ5JPG56
ETF
2.4%0.28%
XWEV.XETRA
Xtrackers MSCI World Value ESG UCITS ETF 1C • IE000LAUZQT6
ETF
2.3%0.25%
QDV5.XETRA
iShares MSCI India UCITS ETF USD (Acc) • IE00BZCQB185
ETF
1.9%0.65%
LI7U.XETRA
Global X Lithium & Battery Tech UCITS ETF USD Accumulating • IE00BLCHJN13
ETF
1.8%0.6%
IQQH.XETRA
iShares Global Clean Energy Transition UCITS ETF USD (Dist) • IE00B1XNHC34
ETF
1.6%0.65%
KMR.IR
Kenmare Resources PLC • IE00BDC5DG00
STOCK
1.0%0%
0KGH.LSE
Paycom Software Inc • US70432V1026
STOCK
1.0%0%
33L.F
Lululemon Athletica Inc • US5500211090
STOCK
0.9%0%
GD8A.F
Gravity Co. Ltd • US38911N2062
STOCK
0.4%0%
FR0011210111
Amundi Euro Liquidity Short Term SRI S C • FR0011210111
FUND
0.3%0.1%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €15,780.88
Histogram of Monthly Returns
The portfolio had a positive return during 23 of the 36 months (64%)
Monthly Returns Heatmap
Best month: +6.7% • Worst month: -4.8% • Best year: 2024 (+25.1%) • Worst year: 2023 (+5.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.3%+0.6%-2.5%+6.7%+6.7%-3.4%------+9.2%
2025+1.6%-1.1%-4.8%-2.9%+4.6%+0.6%+4.4%-0.6%+4.7%+4.9%-1.5%+0.3%+10.1%
2024+2.4%+3.2%+2.9%-0.4%+1.5%+5.3%-1.6%-1.0%+2.0%+2.3%+4.6%+1.5%+25.1%
2023------+1.4%-0.1%-1.0%-1.1%+3.3%+2.4%+5.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.50% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -15.5%.

Dividend Income

Summary
This portfolio contains 3 distributing ETFs (31.9% of total allocation)

Total Dividends Received

€716.58

59 payments

Dividend Yield

1.95%

(annualized)

Avg Per Payment

€12.15

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€117.03
2025€256.22
2024€239.85
2023€103.47
Total€716.58

Detailed Metrics

Returns
Total Return
+57.81%
Annualized Return
+16.82%
Avg Monthly Return
+1.32%
Risk
Volatility (Annual)
+9.79%
Max Drawdown
+15.50%
Positive Months
64%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
1.51
Risk-free rate: 2.0%
Sortino Ratio
1.41
Downside risk adjusted
Return/Volatility
1.72
Calmar Ratio
1.09
Return/Max Drawdown
Ulcer Index
3.30
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€15,780.88
Backtest Period
2023-07-05 to 2026-06-11
2.9 years
Rebalancing
annual
Base Currency
EUR
Portafoglio Scalable | +16.8% CAGR | ETF Backtest