Home PortfoliosRente EU Agressive

Rente EU Agressive

Created byuser-oahuh5

Annual Rebalancing

EUR

Moderate Risk

Multi-currency

1.5yr backtest

Performance Summary

Total Return+13.47%

Annualized Return+9.03%

Volatility+16.85%

Sharpe Ratio0.42

Max Drawdown+24.39%

Holdings

Asset Allocation

Asset Class

Equity 46.5%Bonds 30.6%Real Estate 22.9%

Holdings Details

Diversified ETF portfolio blending high-yield bonds, US property, tech, and infrastructure for robust income and growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
UDHY.XETRA iShares Broad USD High Yield Corp Bond UCITS ETF USD • IE00BG0J4957	IE00BG0J4957	Dist	ETF	30.6%	0.25%
IQQ7.XETRA iShares US Property Yield UCITS ETF • IE00B1FZSF77	IE00B1FZSF77	Dist	ETF	22.9%	0.4%
3QQQ.XETRA WisdomTree NASDAQ 100 3x Daily Leveraged • IE00BLRPRL42	IE00BLRPRL42	Acc	ETF	17.5%	0.75%
JEPI.LSE JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) • IE000U5MJOZ6	IE000U5MJOZ6	Dist	ETF	8.9%	0.35%
ZPRI.XETRA State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD • IE00BQWJFQ70	IE00BQWJFQ70	Dist	ETF	8.6%	0.4%
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	7.5%	0.35%
JEQP.XETRA JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) • IE000U9J8HX9	IE000U9J8HX9	Dist	ETF	2.5%	0.35%
2B7A.XETRA iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) • IE00B4KBBD01	IE00B4KBBD01	Acc	ETF	1.5%	0.15%
Total		Total			100.0%	0.40%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,347.4

Histogram of Monthly Returns

The portfolio had a positive return during 9 of the 18 months (50%)

Monthly Returns Heatmap

Best month: +12.5% • Worst month: -9.4% • Best year: 2026 (+8.8%) • Worst year: 2025 (+1.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.0%	+1.7%	-4.9%	+12.5%	-	-	-	-	-	-	-	-	+8.8%
2025	+3.2%	-2.9%	-9.4%	-5.9%	+6.3%	+1.1%	+5.0%	-1.1%	+3.8%	+5.9%	-1.7%	-1.0%	+1.8%
2024	-	-	-	-	-	-	-	-	-	-	+4.1%	-1.6%	+2.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +24.39% • The longest drawdown period lasted for 8 months and was between February 2025 and October 2025. It reached a trough of -24.4%.

Dividend Income

Summary

This portfolio contains 5 distributing ETFs (73.5% of total allocation)

Total Dividends Received

€519.92

46 payments

Dividend Yield

3.54%

(annualized)

Avg Per Payment

€11.30

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

Year	Dividends	Yield	Payments
2026	€107.34	1.02%	11
2025	€391.38	3.97%	33
2024	€21.18	0.20%	2
Total	€519.92	3.54%	46

Detailed Metrics

Returns

Total Return

+13.47%

Annualized Return

+9.03%

Avg Monthly Return

+0.83%

Risk

Volatility (Annual)

+16.85%

Max Drawdown

+24.39%

Positive Months

50%

Average Drawdown

-6.2%

Risk-Adjusted

Sharpe Ratio

0.42

Risk-free rate: 2.0%

Sortino Ratio

0.38

Downside risk adjusted

Return/Volatility

0.54

Calmar Ratio

0.37

Return/Max Drawdown

Ulcer Index

8.01

Drawdown depth & duration

Martin Ratio

0.01

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,347.4

Backtest Period

2024-11-06 to 2026-04-24
1.5 years

Rebalancing

annual

Base Currency

EUR