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Quick & dirty

Created byuser-dd3881

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None Rebalancing

EUR

High Risk

Multi-currency

8.7yr backtest

Performance Summary

Total Return+419.92%

Annualized Return+20.94%

Volatility+24.85%

Sharpe Ratio0.76

Max Drawdown+49.74%

Holdings

Asset Allocation

Asset Class

Equity 87.1%Cryptocurrencies 12.9%

Holdings Details

Diversified portfolio blending European equity ETFs, tech & telecom stocks, and cryptocurrency for broad market exposure and growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
ASME.DU ASML Holding N.V. • NL0010273215	NL0010273215	-	STOCK	16.8%	0%
EDEU.XETRA BNP Paribas Easy Dividend Europe UCITS ETF • LU1615090864	LU1615090864	Acc	ETF	16.6%	0.31%
CEMR.XETRA iShares Edge MSCI Europe Momentum Factor UCITS ETF • IE00BQN1K786	IE00BQN1K786	Acc	ETF	14.8%	0.25%
DTE.XETRA Deutsche Telekom AG • DE0005557508	DE0005557508	-	STOCK	13.9%	0%
ALV.XETRA Allianz SE VNA O.N. • DE0008404005	DE0008404005	-	STOCK	13.4%	0%
ETH-USD Ethereum	-	-	CRYPTO	12.9%	-
VAPX.AS Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing • IE00B9F5YL18	IE00B9F5YL18	Dist	ETF	11.6%	0.15%
Total		Total			100.0%	0.11%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €51,992.32

Histogram of Monthly Returns

The portfolio had a positive return during 60 of the 105 months (57%)

Monthly Returns Heatmap

Best month: +22.2% • Worst month: -21.6% • Best year: 2021 (+113.8%) • Worst year: 2022 (-37.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.5%	-0.3%	-4.5%	+5.9%	+5.7%	-	-	-	-	-	-	-	+11.4%
2025	+4.1%	-11.2%	-8.8%	-2.3%	+14.8%	-1.5%	+12.9%	+7.5%	+2.5%	-0.1%	-7.0%	+1.1%	+8.9%
2024	+7.0%	+17.4%	+5.7%	-9.0%	+12.5%	-0.3%	-5.1%	-8.9%	-0.7%	-4.7%	+20.4%	-3.3%	+29.0%
2023	+16.5%	+1.2%	+5.0%	-0.3%	+4.6%	+0.5%	-1.8%	-4.8%	-1.6%	+2.5%	+8.3%	+7.1%	+42.1%
2022	-16.5%	+1.4%	+8.8%	-7.8%	-11.8%	-21.6%	+22.2%	-6.7%	-10.0%	+12.4%	+0.8%	-7.8%	-37.1%
2021	+16.3%	+5.8%	+18.6%	+15.3%	+0.7%	-3.6%	+7.1%	+15.8%	-7.5%	+20.5%	+4.4%	-9.2%	+113.8%
2020	+0.7%	-5.0%	-14.0%	+14.0%	+6.3%	+7.9%	-0.5%	+6.2%	-3.9%	-2.1%	+21.5%	+7.8%	+40.3%
2019	+4.3%	+5.6%	+2.7%	+7.1%	+0.9%	+5.3%	-1.0%	-3.2%	+6.1%	+2.3%	+0.9%	+1.7%	+37.4%
2018	+13.6%	-9.5%	-17.0%	+16.0%	-1.3%	-5.0%	+2.7%	-7.8%	-2.7%	-6.2%	-3.4%	-5.0%	-26.4%
2017	-	-	-	-	-	-	-	-	+2.2%	+3.6%	+3.2%	+12.1%	+22.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +49.74% • The longest drawdown period lasted for 2 years and 10 months and was between January 2018 and November 2020. It reached a trough of -43.9%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (11.6% of total allocation)

Total Dividends Received

€3,722.83

77 payments

Dividend Yield

1.62%

(annualized)

Avg Per Payment

€48.35

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

Year	Dividends	Yield	Payments
2026	€584.27	1.19%	5
2025	€579.44	1.33%	10
2024	€505.37	1.24%	10
2023	€435.04	1.50%	10
2022	€415.74	1.52%	9
2021	€321.24	1.06%	8
2020	€364.44	2.75%	9
2019	€284.51	2.57%	8
2018	€225.29	2.00%	7
2017	€7.51	0.07%	1
Total	€3,722.83	1.62%	77

Detailed Metrics

Returns

Total Return

+419.92%

Annualized Return

+20.94%

Avg Monthly Return

+1.96%

Risk

Volatility (Annual)

+24.85%

Max Drawdown

+49.74%

Positive Months

57%

Average Drawdown

-20.0%

Risk-Adjusted

Sharpe Ratio

0.76

Risk-free rate: 2.0%

Sortino Ratio

0.74

Downside risk adjusted

Return/Volatility

0.84

Calmar Ratio

0.42

Return/Max Drawdown

Ulcer Index

23.08

Drawdown depth & duration

Martin Ratio

0.01

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€51,992.32

Backtest Period

2017-09-26 to 2026-05-29
8.7 years

Rebalancing

none

Base Currency

EUR