Home PortfoliosSó Acumulação

Só Acumulação

Created byuser-xsvckd

None Rebalancing

EUR

Moderate Risk

Multi-currency

0.7yr backtest

Performance Summary

Total Return+19.01%

Annualized Return+28.69%

Volatility+12.38%

Sharpe Ratio2.16

Max Drawdown+6.25%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity ETF portfolio targeting growth, dividends, and tech with core allocations to world, US, and momentum strategies.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66	IE00B3YLTY66	Acc	ETF	30.0%	0.17%
LDGA.XETRA L&G Global Quality Dividends UCITS ETF USD Acc • IE000MRIQ479	IE000MRIQ479	Acc	ETF	30.0%	0.29%
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00	IE000QDFFK00	Acc	ETF	30.0%	0.14%
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825	IE00BP3QZ825	Acc	ETF	10.0%	0.25%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,900.92

Histogram of Monthly Returns

The portfolio had a positive return during 7 of the 9 months (78%)

Monthly Returns Heatmap

Best month: +9.8% • Worst month: -5.5% • Best year: 2026 (+14.6%) • Worst year: 2025 (+3.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.0%	+2.0%	-5.5%	+9.8%	+6.7%	+2.7%	-3.1%	-	-	-	-	-	+14.6%
2025	-	-	-	-	-	-	-	-	-	-	+3.2%	+0.6%	+3.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +6.25% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.2%.

Detailed Metrics

Returns

Total Return

+19.01%

Annualized Return

+28.69%

Avg Monthly Return

+2.05%

Risk

Volatility (Annual)

+12.38%

Max Drawdown

+6.25%

Positive Months

78%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

2.16

Risk-free rate: 2.0%

Sortino Ratio

2.31

Downside risk adjusted

Return/Volatility

2.32

Calmar Ratio

4.59

Return/Max Drawdown

Ulcer Index

1.84

Drawdown depth & duration

Martin Ratio

0.14

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,900.92

Backtest Period

2025-11-21 to 2026-07-31
0.7 years

Rebalancing

none

Base Currency

EUR