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qqq-profit take

Created byuser-jb4tpw
Monthly Rebalancing
GBP
Moderate Risk
Multi-currency
1.9yr backtest

Performance Summary

Total Return+43.44%
Annualized Return+20.65%
Volatility+14.05%
Sharpe Ratio1.33
Max Drawdown+18.52%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 55% MSCI World ETF and 45% Nasdaq-100 ETF for diversified, tech-enhanced growth potential.
AssetTypeAllocationTER
MWEQ.LSE
Invesco MSCI World Equal Weight UCITS ETF • IE000OEF25S1
ETF
55.0%0.2%
EQQQ.LSE
Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012
ETF
45.0%0.3%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with £10,000 investment → now worth £14,344.2
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 24 months (63%)
Monthly Returns Heatmap
Best month: +8.2% • Worst month: -6.9% • Best year: 2026 (+15.2%) • Worst year: 2024 (+10.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.3%+2.7%-5.6%+8.2%+8.0%+1.1%-3.7%+4.2%----+15.2%
2025+4.5%-3.9%-6.9%-1.1%+5.9%+2.5%+5.7%-0.6%+3.0%+4.9%-0.9%-0.5%+12.5%
2024--------+2.8%+2.3%+5.3%-0.1%+10.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.52% • The longest drawdown period lasted for 6 months and was between January 2025 and July 2025. It reached a trough of -18.5%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (45.0% of total allocation)

Total Dividends Received

£0.33

8 payments

Dividend Yield

0.00%

(annualized)

Avg Per Payment

£0.04

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026£0.08
2025£0.17
2024£0.08
Total£0.33

Detailed Metrics

Returns
Total Return
+43.44%
Annualized Return
+20.65%
Avg Monthly Return
+1.59%
Risk
Volatility (Annual)
+14.05%
Max Drawdown
+18.52%
Positive Months
63%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.33
Risk-free rate: 2.0%
Sortino Ratio
1.29
Downside risk adjusted
Return/Volatility
1.47
Calmar Ratio
1.12
Return/Max Drawdown
Ulcer Index
4.15
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
£10,000
Final Value
£14,344.2
Backtest Period
2024-09-04 to 2026-08-07
1.9 years
Rebalancing
monthly
Base Currency
GBP