HomePortfoliosSEM60 GLD25 SnP10 QDVE3 EMERG2

SEM60 GLD25 SnP10 QDVE3 EMERG2

Created byuser-61bnq6
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None Rebalancing
EUR
High Risk
Multi-currency
4.4yr backtest

Performance Summary

Total Return+228.76%
Annualized Return+31.47%
Volatility+20.76%
Sharpe Ratio1.42
Max Drawdown+23.77%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Precious Metals 25.0%
Holdings Details
Diversified ETF portfolio blending global tech stocks, US equities, and physical gold for growth and stability across key markets.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
60.0%0.35%
SGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
25.0%0.12%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45
ETF
10.0%0.05%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
3.0%0.15%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
2.0%0.18%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €32,876.39
Histogram of Monthly Returns
The portfolio had a positive return during 34 of the 54 months (63%)
Monthly Returns Heatmap
Best month: +24.0% • Worst month: -9.2% • Best year: 2026 (+56.2%) • Worst year: 2022 (-11.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+15.0%+2.9%-8.9%+24.0%+20.1%-2.7%------+56.2%
2025+4.0%-4.1%-7.8%-3.3%+8.1%+6.3%+3.5%+0.1%+11.5%+12.9%-1.4%+2.0%+34.1%
2024+3.7%+7.5%+5.6%-1.9%+3.7%+7.6%-4.7%-2.5%+1.7%+0.1%+2.3%+1.6%+26.6%
2023+9.7%+1.0%+5.6%-5.3%+13.0%+0.8%+2.9%-1.7%-3.2%-2.0%+8.2%+6.5%+39.5%
2022+3.1%+1.4%+2.9%-5.3%-1.4%-9.2%+9.6%-4.4%-6.6%+0.0%+6.3%-6.3%-11.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.77% • The longest drawdown period lasted for 1 year and 1 month and was between March 2022 and May 2023. It reached a trough of -21.0%.

Detailed Metrics

Returns
Total Return
+228.76%
Annualized Return
+31.47%
Avg Monthly Return
+2.45%
Risk
Volatility (Annual)
+20.76%
Max Drawdown
+23.77%
Positive Months
63%
Average Drawdown
-6.5%
Risk-Adjusted
Sharpe Ratio
1.42
Risk-free rate: 2.0%
Sortino Ratio
1.39
Downside risk adjusted
Return/Volatility
1.52
Calmar Ratio
1.32
Return/Max Drawdown
Ulcer Index
7.83
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€32,876.39
Backtest Period
2022-01-28 to 2026-06-05
4.4 years
Rebalancing
none
Base Currency
EUR
SEM60 GLD25 SnP10 QDVE3 EMERG2 | +31.5% CAGR | ETF Backtest