HomePortfoliosSEM80 GLD15 SnP2 QDVE2 EMERG1

SEM80 GLD15 SnP2 QDVE2 EMERG1

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

Performance Summary

Total Return+267.87%
Annualized Return+34.91%
Volatility+25.10%
Sharpe Ratio1.31
Max Drawdown+30.43%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Precious Metals 15.0%
Holdings Details
Diversified ETF portfolio blending global semiconductors, US tech, gold, and emerging markets for balanced growth and stability.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
80.0%0.35%
SGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
15.0%0.12%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45
ETF
2.0%0.05%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
2.0%0.15%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
1.0%0.18%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €36,787.41
Histogram of Monthly Returns
The portfolio had a positive return during 33 of the 54 months (61%)
Monthly Returns Heatmap
Best month: +30.2% • Worst month: -11.7% • Best year: 2026 (+71.5%) • Worst year: 2022 (-14.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.9%+2.6%-9.1%+30.2%+24.1%-2.7%------+71.5%
2025+3.6%-5.2%-10.2%-4.2%+10.4%+9.1%+3.1%-0.2%+12.6%+15.3%-2.6%+2.5%+35.8%
2024+4.1%+9.1%+5.4%-2.9%+4.5%+8.7%-6.3%-3.4%+1.3%-1.3%+2.0%+2.3%+24.5%
2023+11.8%+2.0%+6.1%-6.9%+16.3%+1.5%+3.2%-2.2%-3.5%-3.6%+10.3%+8.1%+48.7%
2022+3.8%+1.1%+2.5%-7.2%-0.2%-11.7%+11.6%-5.5%-8.1%+0.1%+8.3%-7.6%-14.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +30.43% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -30.4%.

Detailed Metrics

Returns
Total Return
+267.87%
Annualized Return
+34.91%
Avg Monthly Return
+2.77%
Risk
Volatility (Annual)
+25.10%
Max Drawdown
+30.43%
Positive Months
61%
Average Drawdown
-8.7%
Risk-Adjusted
Sharpe Ratio
1.31
Risk-free rate: 2.0%
Sortino Ratio
1.31
Downside risk adjusted
Return/Volatility
1.39
Calmar Ratio
1.15
Return/Max Drawdown
Ulcer Index
10.13
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€36,787.41
Backtest Period
2022-01-28 to 2026-06-05
4.4 years
Rebalancing
none
Base Currency
EUR
SEM80 GLD15 SnP2 QDVE2 EMERG1 | +34.9% CAGR | ETF Backtest