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Portfolio 1

Growth

Created byuser-67d2cq
Annual Rebalancing
EUR
Moderate Risk
1.0yr backtest

Performance Summary

Total Return+9.89%
Annualized Return+9.65%
Volatility+17.00%
Sharpe Ratio0.45
Max Drawdown+13.47%

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 €10,988.98
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 14 months (57%)
Monthly Returns Heatmap
Best month: +6.3% • Worst month: -4.9% • Best year: 2025 (+10.3%) • Worst year: 2026 (-0.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.5%+0.9%-4.9%+1.4%---------0.4%
2025---3.8%-3.6%+6.3%+1.0%+5.2%-0.7%+3.5%+3.7%-1.3%-0.0%+10.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.47% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -7.4%.

Detailed Metrics

Returns
Total Return
+9.89%
Annualized Return
+9.65%
Avg Monthly Return
+0.73%
Risk
Volatility (Annual)
+17.00%
Max Drawdown
+13.47%
Positive Months
57%
Average Drawdown
-2.6%
Risk-Adjusted
Sharpe Ratio
0.45
Risk-free rate: 2.0%
Sortino Ratio
0.43
Downside risk adjusted
Return/Volatility
0.57
Calmar Ratio
0.72
Return/Max Drawdown
Ulcer Index
3.56
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,988.98
Backtest Period
2025-03-24 to 2026-04-02
1.0 years
Rebalancing
annual
Base Currency
EUR