Home PortfoliosReal Semic85 GLD10 ACWI3 SnP3

Real Semic85 GLD10 ACWI3 SnP3

Created byuser-61bnq6

Optimize

None Rebalancing

EUR

High Risk

Multi-currency

4.3yr backtest

Performance Summary

Total Return+263.43%

Annualized Return+34.89%

Volatility+26.29%

Sharpe Ratio1.25

Max Drawdown+33.00%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%

Holdings Details

Diversified ETF portfolio with 90% global equities and 10% gold, focusing on semiconductors and broad market exposure for 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	10.0%	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%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €36,343.11

Histogram of Monthly Returns

The portfolio had a positive return during 34 of the 53 months (64%)

Monthly Returns Heatmap

Best month: +32.2% • Worst month: -12.5% • Best year: 2026 (+70.8%) • Worst year: 2022 (-15.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+17.2%	+2.5%	-9.1%	+32.2%	+18.2%	-	-	-	-	-	-	-	+70.8%
2025	+3.5%	-5.6%	-11.2%	-4.6%	+11.2%	+10.0%	+3.0%	-0.3%	+12.7%	+15.9%	-2.9%	+2.6%	+35.4%
2024	+4.2%	+9.6%	+5.3%	-3.3%	+4.7%	+8.9%	-6.6%	-3.6%	+1.1%	-1.8%	+2.1%	+2.3%	+23.5%
2023	+12.3%	+2.3%	+5.9%	-7.2%	+17.1%	+1.8%	+3.3%	-2.4%	-3.5%	-4.3%	+11.0%	+8.6%	+51.0%
2022	+4.0%	+0.9%	+2.5%	-7.8%	+0.2%	-12.5%	+12.4%	-5.8%	-8.5%	+0.3%	+8.7%	-8.1%	-15.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +33.00% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -33.0%.

Detailed Metrics

Returns

Total Return

+263.43%

Annualized Return

+34.89%

Avg Monthly Return

+2.81%

Risk

Volatility (Annual)

+26.29%

Max Drawdown

+33.00%

Positive Months

64%

Average Drawdown

-9.4%

Risk-Adjusted

Sharpe Ratio

1.25

Risk-free rate: 2.0%

Sortino Ratio

1.25

Downside risk adjusted

Return/Volatility

1.33

Calmar Ratio

1.06

Return/Max Drawdown

Ulcer Index

10.98

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€36,343.11

Backtest Period

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

Rebalancing

none

Base Currency

EUR