HomePortfoliosProva_portafoglio_2

Prova_portafoglio_2

DCA

None Rebalancing
EUR
High Risk
7.3yr backtest

Performance Summary

Total Return+306.57%
Annualized Return+21.24%
Volatility+29.13%
Sharpe Ratio0.66
Max Drawdown+40.84%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
This EUR portfolio focuses on a pure-play AI investment through a single, targeted ETF, designed for consistent Dollar-Cost Averaging (DCA).
AssetTypeAllocationTER
WTI2.F
WisdomTree Artificial Intelligence UCITS ETF USD AccIE00BDVPNG13
ETF
100.0%0.4%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €40,656.77
Histogram of Monthly Returns
The portfolio had a positive return during 52 of the 88 months (59%)
Monthly Returns Heatmap
Best month: +24.4% • Worst month: -14.0% • Best year: 2020 (+58.0%) • Worst year: 2022 (-38.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.1%-2.2%-8.1%+24.4%--------+18.7%
2025+0.0%-9.3%-14.0%-1.0%+9.9%+8.8%+8.3%-2.6%+7.1%+12.2%-9.6%+2.2%+8.1%
2024-0.8%+5.7%+1.1%-5.6%-0.3%+5.3%-6.1%+1.0%-0.7%+4.3%+10.2%+4.9%+19.1%
2023+16.0%+5.3%-0.4%-7.5%+19.8%+0.6%+6.9%-4.8%-2.6%-7.7%+14.6%+8.0%+53.6%
2022-12.7%+2.8%-0.6%-7.9%-3.5%-12.2%+10.6%-2.9%-12.1%+4.1%-2.2%-8.5%-38.8%
2021+11.9%-1.1%-6.0%+1.9%-5.1%+7.6%+0.3%+4.4%-2.7%+5.4%+4.3%+3.4%+25.2%
2020+2.1%-8.1%-13.5%+19.5%+5.5%+6.9%+1.7%+6.6%+2.0%+0.4%+23.1%+5.7%+58.0%
2019+7.0%+9.5%+0.7%+7.7%-8.1%+4.4%+9.0%-2.5%-1.7%+0.5%+6.3%+5.0%+42.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +40.84% • The longest drawdown period lasted for 2 years and 2 months and was between December 2021 and March 2024. It reached a trough of -40.2%.

Detailed Metrics

Returns
Total Return
+306.57%
Annualized Return
+21.24%
Avg Monthly Return
+1.91%
Risk
Volatility (Annual)
+29.13%
Max Drawdown
+40.84%
Positive Months
59%
Average Drawdown
-12.2%
Risk-Adjusted
Sharpe Ratio
0.66
Risk-free rate: 2.0%
Sortino Ratio
0.63
Downside risk adjusted
Return/Volatility
0.73
Calmar Ratio
0.52
Return/Max Drawdown
Ulcer Index
15.15
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
40,656.77
Backtest Period
2019-01-11 to 2026-04-24
7.3 years
Rebalancing
none
Base Currency
EUR