Home PortfoliosRente EU Conservative

Rente EU Conservative

Created byuser-oahuh5

Annual Rebalancing

EUR

Unknown Risk

Multi-currency

Performance Summary

No backtest data available

Holdings

Asset Allocation

Asset Class

Equity 46.5%Bonds 30.6%Real Estate 22.9%

Holdings Details

Conservative ETF portfolio blending high-yield bonds, US property, leveraged tech, and diversified income for stable US & EU returns.

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%
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592	FR0010342592	Acc	ETF	17.5%	0.6%
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%
LSMC.XETRA Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033	LU1900066033	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%	0.38%

Performance

Portfolio Value Over Time

Starting with €10,000 investment

Histogram of Monthly Returns

The portfolio had a positive return during 0 of the 0 months (0%)

Monthly Returns Heatmap

Best month: N/A • Worst month: N/A

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Peak-to-trough declines from highs

Detailed Metrics

Returns

Total Return

N/A

Annualized Return

N/A

Avg Monthly Return

N/A

Risk

Volatility (Annual)

N/A

Max Drawdown

N/A

Positive Months

Average Drawdown

0.0%

Risk-Adjusted

Sharpe Ratio

N/A

Risk-free rate: 2.0%

Sortino Ratio

N/A

Downside risk adjusted

Return/Volatility

N/A

Calmar Ratio

N/A

Return/Max Drawdown

Ulcer Index

N/A

Drawdown depth & duration

Martin Ratio

N/A

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€N/A

Backtest Period

N/A

Rebalancing

annual

Base Currency

EUR