Home PortfoliosReal Semic80 GLD15 ACWI3 SnP2

Real Semic80 GLD15 ACWI3 SnP2

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None Rebalancing

EUR

High Risk

Multi-currency

4.3yr backtest

Performance Summary

Total Return+256.09%

Annualized Return+34.25%

Volatility+24.81%

Sharpe Ratio1.30

Max Drawdown+30.25%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Precious Metals 15.0%

Holdings Details

Diversified ETF portfolio with 85% global equities and 15% gold for growth and stability, focusing on semiconductors and broad market exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SEME.PA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	80.0%	0.35%
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	15.0%	0.12%
ACWE.PA State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48	IE00B44Z5B48	Acc	ETF	3.0%	0.12%
I500.XETRA iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45	IE00BMTX1Y45	Acc	ETF	2.0%	0.05%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €35,608.91

Histogram of Monthly Returns

The portfolio had a positive return during 33 of the 53 months (62%)

Monthly Returns Heatmap

Best month: +30.1% • Worst month: -11.7% • Best year: 2026 (+66.7%) • Worst year: 2022 (-14.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+17.0%	+2.7%	-9.1%	+30.1%	+17.3%	-	-	-	-	-	-	-	+66.7%
2025	+3.7%	-5.2%	-10.2%	-4.2%	+10.3%	+9.0%	+3.0%	-0.1%	+12.6%	+15.3%	-2.5%	+2.5%	+35.9%
2024	+4.1%	+9.1%	+5.4%	-2.9%	+4.5%	+8.5%	-6.2%	-3.4%	+1.2%	-1.4%	+2.0%	+2.2%	+24.1%
2023	+11.7%	+1.9%	+5.9%	-6.8%	+16.1%	+1.4%	+3.2%	-2.3%	-3.5%	-3.6%	+10.2%	+8.1%	+48.0%
2022	+3.7%	+1.1%	+2.5%	-7.2%	-0.2%	-11.7%	+11.5%	-5.5%	-8.0%	+0.1%	+8.3%	-7.6%	-14.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +30.25% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -30.2%.

Detailed Metrics

Returns

Total Return

+256.09%

Annualized Return

+34.25%

Avg Monthly Return

+2.74%

Risk

Volatility (Annual)

+24.81%

Max Drawdown

+30.25%

Positive Months

62%

Average Drawdown

-8.7%

Risk-Adjusted

Sharpe Ratio

1.30

Risk-free rate: 2.0%

Sortino Ratio

1.30

Downside risk adjusted

Return/Volatility

1.38

Calmar Ratio

1.13

Return/Max Drawdown

Ulcer Index

10.11

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€35,608.91

Backtest Period

2022-01-28 to 2026-05-22
4.3 years

Rebalancing

none

Base Currency

EUR