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Portfolio 1

Growth

Created byuser-67d2cq
Annual Rebalancing
EUR
Moderate Risk
1.1yr backtest

Performance Summary

Total Return+19.55%
Annualized Return+17.90%
Volatility+15.02%
Sharpe Ratio1.06
Max Drawdown+13.25%

Holdings

Asset Allocation

Asset Class

Equity 87.4%Cryptocurrencies 7.3%Precious Metals 5.3%
Holdings Details
Growth-focused diversified ETF portfolio in EUR with annual rebalancing for long-term wealth building and market upside exposure.
AssetTypeAllocationTER
VUAA.F
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
25.4%0.07%
IS3R.F
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
22.4%0.25%
ZPRV.XETRA
SPDR MSCI USA Small Cap Value Weighted UCITS ETF • IE00BSPLC413
ETF
20.5%0.3%
IS3N.F
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66
ETF
15.5%0.18%
IB1T.XETRA
iShares Bitcoin ETP • XS2940466316
ETF
7.3%0.15%
EGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
5.3%0.12%
IS3Q.F
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601
ETF
3.6%0.25%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,955.01
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 14 months (57%)
Monthly Returns Heatmap
Best month: +10.0% • Worst month: -4.9% • Best year: 2025 (+10.6%) • Worst year: 2026 (+8.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.4%+0.9%-4.9%+10.0%--------+8.0%
2025---3.6%-3.6%+6.6%+0.7%+5.4%-0.5%+3.4%+3.7%-1.4%-0.0%+10.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.25% • The longest drawdown period lasted for 3 months and was between January 2026 and April 2026. It reached a trough of -7.4%.

Detailed Metrics

Returns
Total Return
+19.55%
Annualized Return
+17.90%
Avg Monthly Return
+1.36%
Risk
Volatility (Annual)
+15.02%
Max Drawdown
+13.25%
Positive Months
57%
Average Drawdown
-2.6%
Risk-Adjusted
Sharpe Ratio
1.06
Risk-free rate: 2.0%
Sortino Ratio
1.01
Downside risk adjusted
Return/Volatility
1.19
Calmar Ratio
1.35
Return/Max Drawdown
Ulcer Index
3.46
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,955.01
Backtest Period
2025-03-24 to 2026-04-24
1.1 years
Rebalancing
annual
Base Currency
EUR