HomePortfoliosPORTAFOGLIO INIZIALE

PORTAFOGLIO INIZIALE

Created byuser-59nk30
Optimize FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
2.2yr backtest

Performance Summary

Total Return+33.49%
Annualized Return+14.10%
Volatility+11.77%
Sharpe Ratio1.03
Max Drawdown+17.03%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 15.0%Precious Metals 5.0%
Holdings Details
A diversified ETF portfolio with 80% global stocks, 15% hedged bonds, and 5% gold for balanced, long-term growth across asset classes.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
80.0%0.07%
EUNA.XETRA
iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35
ETF
15.0%0.1%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
5.0%0.12%
Total100.0%0.08%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,348.69
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 28 months (68%)
Monthly Returns Heatmap
Best month: +6.9% • Worst month: -5.7% • Best year: 2026 (+12.0%) • Worst year: 2024 (+7.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.2%+1.8%-5.1%+6.9%+4.8%+0.6%-1.4%+2.2%+0.6%---+12.0%
2025+3.8%-1.6%-5.7%-2.9%+4.7%+0.7%+4.0%-0.1%+3.0%+4.1%-0.1%+0.6%+10.6%
2024-----+0.6%+0.5%-0.4%+1.7%+0.8%+5.4%-0.9%+7.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +17.03% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -17.0%.

Detailed Metrics

Returns
Total Return
+33.49%
Annualized Return
+14.10%
Avg Monthly Return
+1.08%
Risk
Volatility (Annual)
+11.77%
Max Drawdown
+17.03%
Positive Months
68%
Average Drawdown
-2.7%
Risk-Adjusted
Sharpe Ratio
1.03
Risk-free rate: 2.0%
Sortino Ratio
0.93
Downside risk adjusted
Return/Volatility
1.20
Calmar Ratio
0.83
Return/Max Drawdown
Ulcer Index
3.71
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,348.69
Backtest Period
2024-06-26 to 2026-09-04
2.2 years
Rebalancing
annual
Base Currency
EUR