HomePortfoliosReal Semic85 ACWI10 GLD3 SnP2

Real Semic85 ACWI10 GLD3 SnP2

Optimize
None Rebalancing
EUR
High Risk
Multi-currency
4.3yr backtest

Performance Summary

Total Return+258.03%
Annualized Return+34.42%
Volatility+27.26%
Sharpe Ratio1.19
Max Drawdown+35.25%

Holdings

Asset Allocation

Asset Class

Equity 97.0%Precious Metals 3.0%
Holdings Details
A tech-heavy global ETF portfolio with 97% equities and 3% gold for growth and diversification across semiconductors, US, and world markets.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc)IE000I8KRLL9
ETF
85.0%0.35%
ACWE.PA
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)IE00B44Z5B48
ETF
10.0%0.12%
SGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
3.0%0.12%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc)IE00BMTX1Y45
ETF
2.0%0.05%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €35,802.95
Histogram of Monthly Returns
The portfolio had a positive return during 34 of the 53 months (64%)
Monthly Returns Heatmap
Best month: +33.7% • Worst month: -13.0% • Best year: 2026 (+72.8%) • Worst year: 2022 (-16.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.7%+2.3%-8.9%+33.7%+18.9%-------+72.8%
2025+3.3%-6.0%-12.2%-5.1%+12.1%+10.6%+3.1%-0.5%+12.3%+16.1%-3.4%+2.6%+33.0%
2024+4.4%+9.8%+5.0%-3.7%+4.8%+9.2%-6.8%-3.7%+0.9%-2.3%+2.5%+2.3%+23.0%
2023+12.5%+2.7%+5.4%-7.2%+17.3%+2.4%+3.4%-2.5%-3.5%-5.0%+11.6%+8.8%+52.1%
2022+4.1%+0.3%+2.5%-8.2%+0.4%-13.0%+13.3%-5.9%-9.0%+0.9%+8.6%-8.6%-16.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +35.25% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -35.3%.

Detailed Metrics

Returns
Total Return
+258.03%
Annualized Return
+34.42%
Avg Monthly Return
+2.81%
Risk
Volatility (Annual)
+27.26%
Max Drawdown
+35.25%
Positive Months
64%
Average Drawdown
-9.9%
Risk-Adjusted
Sharpe Ratio
1.19
Risk-free rate: 2.0%
Sortino Ratio
1.18
Downside risk adjusted
Return/Volatility
1.26
Calmar Ratio
0.98
Return/Max Drawdown
Ulcer Index
11.56
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
35,802.95
Backtest Period
2022-01-28 to 2026-05-22
4.3 years
Rebalancing
none
Base Currency
EUR
Real Semic85 ACWI10 GLD3 SnP2 | +34.4% CAGR | ETF Backtest