Optimize
None Rebalancing
EUR
Moderate Risk
Multi-currency
3.2yr backtest

Performance Summary

Total Return+112.60%
Annualized Return+27.02%
Volatility+15.67%
Sharpe Ratio1.60
Max Drawdown+18.91%

Holdings

Asset Allocation

Asset Class

Equity 97.0%Precious Metals 3.0%
Holdings Details
Diversified global ETF portfolio targeting defense, semiconductors, energy, uranium, and healthcare sectors for strategic growth.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) AccumulatingIE00BK5BQT80
ETF
14.0%0.19%
DFEN.XETRA
VanEck Defense UCITS ETF AIE000YYE6WK5
ETF
13.0%0.55%
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc)IE000I8KRLL9
ETF
12.0%0.35%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITSIE00BKM4GZ66
ETF
12.0%0.18%
XDW0.XETRA
Xtrackers MSCI World Energy UCITS ETF 1C 1CIE00BM67HM91
ETF
10.0%0.25%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1
ETF
8.0%0.55%
ESIH.XETRA
iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc)IE00BMW42181
ETF
5.0%0.18%
USPY.XETRA
L&G Cyber Security UCITS ETFIE00BYPLS672
ETF
5.0%0.69%
IUHC.LSE
iShares S&P 500 Health Care Sector UCITS ETF (Acc)IE00B43HR379
ETF
5.0%0.15%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF AccLU1829219390
ETF
4.0%0.3%
VZLE.XETRA
WisdomTree Physical Precious MetalsDE000A0N62H8
ETF
3.0%0.44%
AWAT.PA
Amundi PEA Eau (MSCI Water) UCITS ETF CapiFR0011882364
ETF
3.0%0.6%
EQQB.XETRA
Invesco EQQQ Nasdaq-100 UCITS ETF AccIE00BFZXGZ54
ETF
2.0%0.3%
CC1.PA
Amundi MSCI China Tech UCITS ETF EUR AccLU1681043912
ETF
2.0%0.55%
QDV5.XETRA
iShares MSCI India UCITS ETF USD (Acc)IE00BZCQB185
ETF
2.0%0.65%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €21,260.19
Histogram of Monthly Returns
The portfolio had a positive return during 25 of the 39 months (64%)
Monthly Returns Heatmap
Best month: +9.8% • Worst month: -5.9% • Best year: 2025 (+27.5%) • Worst year: 2023 (+7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.8%+1.2%-5.9%+9.0%+7.5%+1.0%-5.6%+7.1%----+25.1%
2025+5.3%-1.9%-3.7%-1.9%+8.2%+3.6%+4.8%-0.2%+7.6%+6.2%-4.0%+1.6%+27.5%
2024+3.3%+4.5%+5.2%-0.7%+1.1%+3.3%-0.4%-0.8%+1.5%+2.4%+4.8%-2.4%+23.9%
2023------0.4%+3.4%-0.2%+0.5%-3.6%+4.6%+3.4%+7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.91% • The longest drawdown period lasted for 3 months and was between February 2025 and June 2025. It reached a trough of -18.9%.

Detailed Metrics

Returns
Total Return
+112.60%
Annualized Return
+27.02%
Avg Monthly Return
+2.03%
Risk
Volatility (Annual)
+15.67%
Max Drawdown
+18.91%
Positive Months
64%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
1.60
Risk-free rate: 2.0%
Sortino Ratio
1.53
Downside risk adjusted
Return/Volatility
1.72
Calmar Ratio
1.43
Return/Max Drawdown
Ulcer Index
3.35
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
21,260.19
Backtest Period
2023-06-19 to 2026-08-14
3.2 years
Rebalancing
none
Base Currency
EUR
p5 | +27.0% CAGR | ETF Backtest