HomePortfoliosRelax&Breathe
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None Rebalancing
EUR
Moderate Risk
Multi-currency
5.5yr backtest

Performance Summary

Total Return+195.76%
Annualized Return+21.76%
Volatility+11.36%
Sharpe Ratio1.74
Max Drawdown+17.66%

Holdings

Asset Allocation

Asset Class

Equity 96.0%Other 4.0%
Holdings Details
Diversified equity portfolio focused on technology, industrials, utilities, and infrastructure for balanced global growth potential.
AssetTypeAllocationTER
AKAM.US
Akamai Technologies IncUS00971T1016
STOCK
4.0%0%
BDT.TO
Bird Construction Inc.CA09076P1045
STOCK
4.0%0%
BLBD.US
Blue Bird CorpUS0953061068
STOCK
4.0%0%
CORD.LSE
Cordiant Digital Infrastructure Limited
STOCK
4.0%0%
HICL.LSE
HICL Infrastructure Company LtdGB00BJLP1Y77
STOCK
4.0%0%
IBE.MC
Iberdrola S.A.ES0144580Y14
STOCK
4.0%0%
INPP.LSE
International Public PartnershipGB00B188SR50
STOCK
4.0%0%
MQBKY.US
Macquarie Group Ltd ADRUS55607P2048
STOCK
4.0%0%
REL.LSE
Relx PLCGB00B2B0DG97
STOCK
4.0%0%
UU.LSE
United Utilities Group PLCGB00B39J2M42
STOCK
4.0%0%
3IN.LSE
3I Infrastructure PLCJE00BF5FX167
STOCK
3.0%0%
ACS.MC
ACS Actividades de Construccion y Servicios SAES0167050915
STOCK
3.0%0%
AI.PA
Air Liquide SAFR0000120073
STOCK
3.0%0%
CUP-U.TO
Caribbean Utilities Company LtdKYG1899E1465
STOCK
3.0%0%
NET.US
Cloudflare IncUS18915M1071
STOCK
3.0%0%
DB1.XETRA
Deutsche Börse AGDE0005810055
STOCK
3.0%0%
ENG.MC
Enagás S.A.ES0130960018
STOCK
3.0%0%
ELE.MC
Endesa SAES0130670112
STOCK
3.0%0%
ENL.XETRA
Enel SpAIT0003128367
STOCK
3.0%0%
DNQ.DU
Equinor ASANO0010096985
STOCK
3.0%0%
ENI.XETRA
Eni S.p.A.IT0003132476
STOCK
3.0%0%
IVS.F
INVESTOR A (FRIA) O.N.SE0015811955
STOCK
3.0%0%
L.US
Loews CorpUS5404241086
STOCK
3.0%0%
M4M1.F
MILLICOM INTL CELL. DL15LU0038705702
STOCK
3.0%0%
MNST.US
Monster Beverage CorpUS61174X1090
STOCK
3.0%0%
MSCI.US
MSCI IncUS55354G1004
STOCK
3.0%0%
SPGI.US
S&P Global IncUS78409V1044
STOCK
3.0%0%
RWE.XETRA
RWE AGDE0007037129
STOCK
3.0%0%
SAVE.PA
Savencia SAFR0000120107
STOCK
3.0%0%
VIE.PA
Veolia Environnement VE SAFR0000124141
STOCK
3.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €29,576.03
Histogram of Monthly Returns
The portfolio had a positive return during 48 of the 67 months (72%)
Monthly Returns Heatmap
Best month: +8.6% • Worst month: -8.9% • Best year: 2026 (+39.6%) • Worst year: 2022 (-6.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.6%+8.0%+5.9%+8.5%+2.6%+4.1%+1.7%-0.9%----+39.6%
2025+1.9%+0.5%-0.1%-0.5%+7.3%+1.3%+1.8%+0.3%+3.1%+2.4%+0.5%+1.1%+21.1%
2024+0.5%+0.7%+3.6%-2.3%+7.9%+2.2%+2.5%-0.2%+1.1%+1.0%+3.3%-2.5%+18.9%
2023+5.3%+2.1%-0.2%+0.3%+1.5%+0.7%+2.2%+1.3%-0.3%-1.8%+7.6%+5.1%+26.3%
2022-3.0%+1.3%+3.8%-1.1%-2.2%-7.6%+8.6%-2.9%-8.9%+7.0%+4.9%-4.4%-6.2%
2021--1.7%+6.9%+2.5%+1.2%+1.4%+3.0%+2.6%-2.8%+7.8%-0.4%+2.1%+24.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +17.66% • The longest drawdown period lasted for 1 year and was between April 2022 and May 2023. It reached a trough of -17.7%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (3.0% of total allocation)

Total Dividends Received

2,675.55

392 payments

Dividend Yield

3.07%

(annualized)

Avg Per Payment

6.83

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026478.64
2025574.18
2024503.42
2023480.16
2022378.41
2021260.72
Total2,675.55

Detailed Metrics

Returns
Total Return
+195.76%
Annualized Return
+21.76%
Avg Monthly Return
+1.69%
Risk
Volatility (Annual)
+11.36%
Max Drawdown
+17.66%
Positive Months
72%
Average Drawdown
-3.0%
Risk-Adjusted
Sharpe Ratio
1.74
Risk-free rate: 2.0%
Sortino Ratio
1.68
Downside risk adjusted
Return/Volatility
1.92
Calmar Ratio
1.23
Return/Max Drawdown
Ulcer Index
4.10
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
29,576.03
Backtest Period
2021-02-16 to 2026-08-21
5.5 years
Rebalancing
none
Base Currency
EUR
Relax&Breathe | +21.8% CAGR | ETF Backtest