HomePortfoliosRebuild from War

Rebuild from War

Rebuilding from War, mainly infrastcture

Optimize
None Rebalancing
EUR
High Risk
5.6yr backtest

Performance Summary

Total Return+297.28%
Annualized Return+28.19%
Volatility+22.39%
Sharpe Ratio1.17
Max Drawdown+23.38%

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 €39,727.74
Histogram of Monthly Returns
The portfolio had a positive return during 40 of the 67 months (60%)
Monthly Returns Heatmap
Best month: +16.9% • Worst month: -16.5% • Best year: 2025 (+65.2%) • Worst year: 2022 (-2.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+12.4%+12.1%-16.5%+13.9%--------+19.8%
2025+7.7%-3.1%-5.1%+6.6%+13.8%+13.2%+6.9%-5.6%+7.0%+4.1%+3.3%+4.6%+65.2%
2024-5.9%+9.7%+3.9%+2.8%+12.0%-3.2%+0.8%+0.1%+8.9%+1.1%+9.0%-1.6%+42.6%
2023+5.1%+3.7%+1.5%+10.0%+4.8%-3.2%+5.1%-2.9%+1.3%-9.8%+0.3%-0.2%+15.2%
2022-1.7%-1.4%-1.2%-3.5%+3.2%-6.7%+10.1%-4.7%-6.3%-0.8%+15.0%-2.0%-2.2%
2021+5.8%+5.8%+9.1%-2.0%-2.7%-1.7%-0.2%+6.4%-6.3%+0.4%-4.0%+0.9%+10.9%
2020----------9.9%+16.9%+7.0%+12.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.38% • The longest drawdown period lasted for 1 year and 7 months and was between September 2021 and April 2023. It reached a trough of -23.4%.

Detailed Metrics

Returns
Total Return
+297.28%
Annualized Return
+28.19%
Avg Monthly Return
+2.30%
Risk
Volatility (Annual)
+22.39%
Max Drawdown
+23.38%
Positive Months
60%
Average Drawdown
-8.1%
Risk-Adjusted
Sharpe Ratio
1.17
Risk-free rate: 2.0%
Sortino Ratio
1.19
Downside risk adjusted
Return/Volatility
1.26
Calmar Ratio
1.21
Return/Max Drawdown
Ulcer Index
9.40
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
39,727.74
Backtest Period
2020-10-09 to 2026-04-30
5.6 years
Rebalancing
none
Base Currency
EUR
Rebuild from War | +28.2% CAGR | ETF Backtest