HomePortfoliosRebuild from War

Rebuild from War

Rebuilding from War, mainly infrastcture

Optimize
None Rebalancing
EUR
High Risk
5.5yr backtest

Performance Summary

Total Return+260.05%
Annualized Return+26.34%
Volatility+21.93%
Sharpe Ratio1.11
Max Drawdown+23.30%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global infrastructure rebuilding with this diversified portfolio of energy, construction, and industrial leaders from Europe and Asia.
AssetTypeAllocationTER
0SEA.LSE
Siemens Energy AGDE000ENER6Y0
STOCK
20.0%0%
0NWV.LSE
Schneider Electric SEFR0000121972
STOCK
20.0%0%
YXS.F
Sany Heavy Equipment International Holdings Company LimitedKYG781631059
STOCK
20.0%0%
0QKY.LSE
Holcim Ltd.CH0012214059
STOCK
20.0%0%
HEN3.DU
HENKEL AG & CO KGAADE0006048432
STOCK
20.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €36,005.14
Histogram of Monthly Returns
The portfolio had a positive return during 40 of the 67 months (60%)
Monthly Returns Heatmap
Best month: +16.7% • Worst month: -16.4% • Best year: 2025 (+65.1%) • Worst year: 2022 (-2.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+12.3%+12.2%-16.4%+3.1%--------+8.5%
2025+7.6%-2.9%-5.1%+6.5%+14.0%+13.1%+6.9%-5.6%+7.0%+4.1%+3.3%+4.6%+65.1%
2024-6.0%+9.6%+3.9%+2.8%+12.0%-3.3%+0.9%+0.1%+8.9%+1.1%+9.0%-1.5%+42.4%
2023+5.1%+3.9%+1.4%+10.0%+4.6%-3.0%+5.1%-2.9%+1.3%-9.9%+0.3%-0.1%+15.4%
2022-1.8%-1.6%-0.9%-3.7%+3.1%-6.6%+9.9%-4.6%-6.4%-0.7%+14.9%-1.9%-2.4%
2021+5.5%+5.8%+9.1%-1.7%-2.9%-1.7%-0.0%+6.4%-6.5%+0.6%-4.2%+1.0%+10.7%
2020----------9.6%+16.7%+7.2%+13.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.30% • The longest drawdown period lasted for 1 year and 7 months and was between September 2021 and April 2023. It reached a trough of -23.3%.

Detailed Metrics

Returns
Total Return
+260.05%
Annualized Return
+26.34%
Avg Monthly Return
+2.14%
Risk
Volatility (Annual)
+21.93%
Max Drawdown
+23.30%
Positive Months
60%
Average Drawdown
-8.0%
Risk-Adjusted
Sharpe Ratio
1.11
Risk-free rate: 2.0%
Sortino Ratio
1.11
Downside risk adjusted
Return/Volatility
1.20
Calmar Ratio
1.13
Return/Max Drawdown
Ulcer Index
9.35
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
36,005.14
Backtest Period
2020-10-09 to 2026-04-02
5.5 years
Rebalancing
none
Base Currency
EUR