HomePortfoliosPure Gold

Pure Gold

Created byuser-julfmc
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None Rebalancing
EUR
Moderate Risk
Multi-currency
4.0yr backtest

Performance Summary

Total Return+103.47%
Annualized Return+19.67%
Volatility+19.26%
Sharpe Ratio0.92
Max Drawdown+27.30%

Holdings

Asset Allocation

Asset Class

Precious Metals 70.0%Equity 30.0%
Holdings Details
A diversified gold ETF portfolio blending physical gold ETCs with miners and short positions for 70% precious metals, 30% equity hedged exposure.
AssetTypeAllocationTER
GOLD-EUR.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
20.0%0.12%
PHAU.AS
WisdomTree Physical Gold EUR • JE00B1VS3770
ETF
20.0%0.39%
AUCP.LSE
L&G Gold Mining UCITS ETF • IE00B3CNHG25
ETF
10.0%0.55%
GBSS.LSE
Gold Bullion Securities ETC • GB00B00FHZ82
ETC
10.0%0.39%
G2X.XETRA
VanEck Gold Miners UCITS ETF • IE00BQQP9F84
ETF
10.0%0.53%
9GA9.XETRA
WisdomTree Gold 1x Daily Short EUR • JE00B24DKC09
ETF
10.0%0.39%
GL3S.XETRA
Leverage Shares -3x Short Gold ETP Securities • XS2472195283
ETF
10.0%0.75%
GDMS.LSE
Leverage Shares -3x Short Gold Miners ETP Securities • XS2399369979
ETF
10.0%0.75%
Total100.0%0.44%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €20,346.95
Histogram of Monthly Returns
The portfolio had a positive return during 29 of the 48 months (60%)
Monthly Returns Heatmap
Best month: +21.1% • Worst month: -13.6% • Best year: 2025 (+60.8%) • Worst year: 2022 (-7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+12.2%+10.4%-13.6%-2.0%+0.1%-11.2%-1.2%+21.1%----+11.5%
2025+8.7%+0.3%+6.2%+0.7%+0.2%-2.5%+2.9%+7.0%+14.0%+1.7%+8.6%+2.1%+60.8%
2024-0.1%-0.9%+6.9%+3.8%+0.4%+0.6%+3.5%+0.2%+2.3%+5.4%-0.3%-1.9%+21.2%
2023+1.1%-1.6%+2.4%-0.4%+1.5%-3.8%+0.7%-0.1%-0.1%+3.0%-0.6%-0.5%+1.4%
2022--------+1.2%-2.0%-4.5%-2.6%-7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +27.30% • The longest drawdown period lasted for 1 year and 6 months and was between September 2022 and April 2024. It reached a trough of -14.4%.

Detailed Metrics

Returns
Total Return
+103.47%
Annualized Return
+19.67%
Avg Monthly Return
+1.64%
Risk
Volatility (Annual)
+19.26%
Max Drawdown
+27.30%
Positive Months
60%
Average Drawdown
-8.2%
Risk-Adjusted
Sharpe Ratio
0.92
Risk-free rate: 2.0%
Sortino Ratio
0.93
Downside risk adjusted
Return/Volatility
1.02
Calmar Ratio
0.72
Return/Max Drawdown
Ulcer Index
9.61
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€20,346.95
Backtest Period
2022-09-13 to 2026-08-28
4.0 years
Rebalancing
none
Base Currency
EUR