HomePortfoliosRebuild from War

Rebuild from War

Rebuilding from War, mainly infrastcture

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None Rebalancing
EUR
High Risk
5.7yr backtest

Performance Summary

Total Return+292.25%
Annualized Return+27.14%
Volatility+22.44%
Sharpe Ratio1.12
Max Drawdown+23.58%

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 €39,224.77
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 69 months (61%)
Monthly Returns Heatmap
Best month: +16.8% • Worst month: -16.7% • Best year: 2025 (+65.2%) • Worst year: 2022 (-2.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+12.6%+12.2%-16.7%+13.9%-4.5%+3.2%------+18.1%
2025+8.0%-3.2%-5.1%+6.6%+13.9%+13.1%+6.8%-5.5%+7.2%+4.0%+3.3%+4.5%+65.2%
2024-5.8%+10.0%+3.8%+2.6%+12.2%-3.1%+0.9%+0.1%+8.6%+1.4%+9.2%-1.9%+42.7%
2023+5.1%+3.4%+1.9%+10.1%+4.3%-2.9%+5.1%-3.5%+2.1%-10.1%+0.3%-0.6%+14.8%
2022-1.6%-1.9%-1.1%-3.1%+2.6%-6.1%+10.4%-5.6%-6.4%+0.3%+15.0%-2.5%-2.4%
2021+5.7%+5.7%+9.2%-2.0%-2.4%-1.7%-0.3%+6.4%-6.4%+1.2%-4.2%+0.8%+11.1%
2020----------9.7%+16.8%+7.2%+13.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.58% • The longest drawdown period lasted for 1 year and 7 months and was between September 2021 and April 2023. It reached a trough of -23.6%.

Detailed Metrics

Returns
Total Return
+292.25%
Annualized Return
+27.14%
Avg Monthly Return
+2.22%
Risk
Volatility (Annual)
+22.44%
Max Drawdown
+23.58%
Positive Months
61%
Average Drawdown
-8.0%
Risk-Adjusted
Sharpe Ratio
1.12
Risk-free rate: 2.0%
Sortino Ratio
1.13
Downside risk adjusted
Return/Volatility
1.21
Calmar Ratio
1.15
Return/Max Drawdown
Ulcer Index
9.42
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
39,224.77
Backtest Period
2020-10-09 to 2026-06-19
5.7 years
Rebalancing
none
Base Currency
EUR