Home PortfoliosReal Semic85 GLD11 ACWI2 SnP2

Real Semic85 GLD11 ACWI2 SnP2

Created byuser-61bnq6

None Rebalancing

EUR

High Risk

Multi-currency

1.9yr backtest

Performance Summary

Total Return+116.27%

Annualized Return+49.99%

Volatility+28.28%

Sharpe Ratio1.70

Max Drawdown+31.04%

Holdings

Asset Allocation

Asset Class

Equity 89.0%Precious Metals 11.0%

Holdings Details

Diversified ETF portfolio with 89% global equities and 11% gold, targeting tech semiconductors and broad market growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SEME.PA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	85.0%	0.35%
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	11.0%	0.12%
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	2.0%	0.07%
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	2.0%	0.03%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €21,626.79

Histogram of Monthly Returns

The portfolio had a positive return during 15 of the 24 months (63%)

Monthly Returns Heatmap

Best month: +30.7% • Worst month: -10.4% • Best year: 2026 (+67.8%) • Worst year: 2024 (-5.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+17.1%	+2.6%	-9.1%	+30.7%	+17.6%	-	-	-	-	-	-	-	+67.8%
2025	+3.7%	-5.3%	-10.4%	-4.3%	+10.6%	+9.3%	+3.0%	-0.2%	+12.6%	+15.4%	-2.6%	+2.5%	+35.7%
2024	-	-	-	-	-	+1.0%	-6.3%	-3.4%	+1.2%	-1.5%	+2.0%	+2.2%	-5.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +31.04% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -31.0%.

Detailed Metrics

Returns

Total Return

+116.27%

Annualized Return

+49.99%

Avg Monthly Return

+3.68%

Risk

Volatility (Annual)

+28.28%

Max Drawdown

+31.04%

Positive Months

63%

Average Drawdown

-9.3%

Risk-Adjusted

Sharpe Ratio

1.70

Risk-free rate: 2.0%

Sortino Ratio

1.64

Downside risk adjusted

Return/Volatility

1.77

Calmar Ratio

1.61

Return/Max Drawdown

Ulcer Index

10.58

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€21,626.79

Backtest Period

2024-06-26 to 2026-05-22
1.9 years

Rebalancing

none

Base Currency

EUR