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Portefeuille satellite

Portefeuille satellite

Created byuser-i5wx5g
None Rebalancing
EUR
High Risk
1.3yr backtest

Performance Summary

Total Return+89.64%
Annualized Return+66.77%
Volatility+32.15%
Sharpe Ratio2.01
Max Drawdown+21.71%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified satellite ETF portfolio balancing precious metals, semiconductors, robotics and nuclear energy for growth exposure across emerging technologies.
AssetTypeAllocationTER
2B76.XETRA
iShares Automation & Robotics UCITS ETF • IE00BYZK4552
ETF
20.0%0.4%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
20.0%0.35%
NUCL.PA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
20.0%0.55%
SLVR.XETRA
Global X Silver Miners UCITS ETF USD Accumulating • IE000UL6CLP7
ETF
20.0%0.65%
IS0E.XETRA
iShares Gold Producers UCITS ETF • IE00B6R52036
ETF
20.0%0.55%
Total100.0%0.50%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €18,963.63
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 16 months (75%)
Monthly Returns Heatmap
Best month: +16.4% • Worst month: -16.6% • Best year: 2025 (+56.5%) • Worst year: 2026 (+21.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+13.1%+8.8%-16.6%+9.9%+7.4%-------+21.2%
2025--6.8%-2.7%-0.4%+11.2%+6.9%+5.3%+6.9%+16.4%+5.2%+1.5%+4.3%+56.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.71% • The longest drawdown period lasted for 3 months and was between February 2025 and May 2025. It reached a trough of -21.7%.

Detailed Metrics

Returns
Total Return
+89.64%
Annualized Return
+66.77%
Avg Monthly Return
+4.39%
Risk
Volatility (Annual)
+32.15%
Max Drawdown
+21.71%
Positive Months
75%
Average Drawdown
-6.4%
Risk-Adjusted
Sharpe Ratio
2.01
Risk-free rate: 2.0%
Sortino Ratio
1.97
Downside risk adjusted
Return/Volatility
2.08
Calmar Ratio
3.08
Return/Max Drawdown
Ulcer Index
7.25
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€18,963.63
Backtest Period
2025-02-05 to 2026-05-08
1.3 years
Rebalancing
none
Base Currency
EUR