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Pure Gold min cola

Created byuser-julfmc

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None Rebalancing

EUR

Moderate Risk

Multi-currency

4.0yr backtest

Performance Summary

Total Return+105.04%

Annualized Return+19.90%

Volatility+19.68%

Sharpe Ratio0.91

Max Drawdown+27.83%

Holdings

Asset Allocation

Asset Class

Precious Metals 65.6%Equity 34.4%

Holdings Details

A gold-focused ETF portfolio blending physical gold ETCs with miner equities and short positions for hedged precious metals exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
9GA9.XETRA WisdomTree Gold 1x Daily Short EUR • JE00B24DKC09	JE00B24DKC09	Acc	ETF	22.4%	0.39%
G2X.XETRA VanEck Gold Miners UCITS ETF • IE00BQQP9F84	IE00BQQP9F84	Acc	ETF	21.8%	0.53%
GBSS.LSE Gold Bullion Securities ETC • GB00B00FHZ82	GB00B00FHZ82	Acc	ETC	16.0%	0.39%
PHAU.AS WisdomTree Physical Gold EUR • JE00B1VS3770	JE00B1VS3770	Acc	ETF	14.2%	0.39%
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716	FR0013416716	Acc	ETF	8.0%	0.12%
GDMS.LSE Leverage Shares -3x Short Gold Miners ETP Securities • XS2399369979	XS2399369979	Acc	ETF	6.7%	0.75%
AUCP.LSE L&G Gold Mining UCITS ETF • IE00B3CNHG25	IE00B3CNHG25	Acc	ETF	5.9%	0.55%
GL3S.XETRA Leverage Shares -3x Short Gold ETP Securities • XS2472195283	XS2472195283	Acc	ETF	5.0%	0.75%
Total		Total			100.0%	0.45%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €20,503.59

Histogram of Monthly Returns

The portfolio had a positive return during 28 of the 48 months (58%)

Monthly Returns Heatmap

Best month: +22.7% • Worst month: -14.4% • Best year: 2025 (+61.9%) • Worst year: 2022 (-4.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+10.7%	+11.6%	-14.4%	-2.3%	+0.5%	-11.1%	-1.3%	+22.7%	-	-	-	-	+11.9%
2025	+8.4%	+0.1%	+5.9%	-0.1%	+0.6%	-2.1%	+2.9%	+8.3%	+14.1%	+0.4%	+9.2%	+2.8%	+61.9%
2024	-0.8%	-1.6%	+7.4%	+3.7%	+0.7%	+0.3%	+3.6%	-0.2%	+1.7%	+4.8%	-0.4%	-2.4%	+17.5%
2023	+1.6%	-2.5%	+3.4%	-0.2%	+0.8%	-3.8%	+1.0%	-0.7%	-0.1%	+2.3%	+0.2%	-0.5%	+1.3%
2022	-	-	-	-	-	-	-	-	+1.5%	-1.6%	-2.4%	-2.5%	-4.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +27.83% • The longest drawdown period lasted for 1 year and 6 months and was between September 2022 and April 2024. It reached a trough of -10.8%.

Detailed Metrics

Returns

Total Return

+105.04%

Annualized Return

+19.90%

Avg Monthly Return

+1.67%

Risk

Volatility (Annual)

+19.68%

Max Drawdown

+27.83%

Positive Months

58%

Average Drawdown

-6.7%

Risk-Adjusted

Sharpe Ratio

0.91

Risk-free rate: 2.0%

Sortino Ratio

0.93

Downside risk adjusted

Return/Volatility

1.01

Calmar Ratio

0.72

Return/Max Drawdown

Ulcer Index

8.30

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€20,503.59

Backtest Period

2022-09-13 to 2026-08-28
4.0 years

Rebalancing

none

Base Currency

EUR