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Prova_portafoglio_2

DCA

FIRE Projection
None Rebalancing
EUR
High Risk
7.6yr backtest

Performance Summary

Total Return+370.99%
Annualized Return+22.46%
Volatility+29.97%
Sharpe Ratio0.68
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 €47,098.59
Histogram of Monthly Returns
The portfolio had a positive return during 55 of the 93 months (59%)
Monthly Returns Heatmap
Best month: +24.9% • Worst month: -14.0% • Best year: 2020 (+58.0%) • Worst year: 2022 (-38.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.1%-2.2%-8.1%+24.9%+20.9%+3.3%-11.3%+5.3%-1.1%---+37.5%
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%.
When could this portfolio get you to financial independence?

Prova_portafoglio_2 returned +22.46% a year over the 8 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+370.99%
Annualized Return
+22.46%
Avg Monthly Return
+2.00%
Risk
Volatility (Annual)
+29.97%
Max Drawdown
+40.84%
Positive Months
59%
Average Drawdown
-12.0%
Risk-Adjusted
Sharpe Ratio
0.68
Risk-free rate: 2.0%
Sortino Ratio
0.66
Downside risk adjusted
Return/Volatility
0.75
Calmar Ratio
0.55
Return/Max Drawdown
Ulcer Index
14.88
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
47,098.59
Backtest Period
2019-01-11 to 2026-09-04
7.6 years
Rebalancing
none
Base Currency
EUR