HomePortfoliosSEM70 GLD24 SnP2 QDVE2 EMERG2

SEM70 GLD24 SnP2 QDVE2 EMERG2

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

Performance Summary

Total Return+276.99%
Annualized Return+35.13%
Volatility+22.93%
Sharpe Ratio1.45
Max Drawdown+25.27%

Holdings

Asset Allocation

Asset Class

Equity 76.0%Precious Metals 24.0%
Holdings Details
Diversified ETF portfolio blending global tech stocks, gold, and US equities for a balanced growth and defensive asset mix.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
70.0%0.35%
SGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
24.0%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
2.0%0.18%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €37,699.45
Histogram of Monthly Returns
The portfolio had a positive return during 34 of the 54 months (63%)
Monthly Returns Heatmap
Best month: +26.4% • Worst month: -10.1% • Best year: 2026 (+75.5%) • Worst year: 2022 (-12.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.5%+3.0%-9.2%+26.4%+21.8%+4.7%------+75.5%
2025+4.0%-4.4%-8.3%-3.4%+8.8%+7.4%+3.2%+0.1%+12.3%+14.1%-1.7%+2.3%+36.7%
2024+3.8%+8.1%+5.7%-2.2%+4.0%+7.9%-5.4%-2.9%+1.6%-0.4%+1.8%+1.9%+25.4%
2023+10.7%+1.2%+6.0%-6.1%+14.4%+0.7%+3.0%-2.0%-3.3%-2.4%+8.9%+7.1%+42.9%
2022+3.4%+1.5%+2.6%-6.0%-0.9%-10.1%+10.0%-4.9%-7.1%-0.4%+7.5%-6.6%-12.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.27% • The longest drawdown period lasted for 1 year and 1 month and was between March 2022 and May 2023. It reached a trough of -23.1%.

Detailed Metrics

Returns
Total Return
+276.99%
Annualized Return
+35.13%
Avg Monthly Return
+2.75%
Risk
Volatility (Annual)
+22.93%
Max Drawdown
+25.27%
Positive Months
63%
Average Drawdown
-7.2%
Risk-Adjusted
Sharpe Ratio
1.45
Risk-free rate: 2.0%
Sortino Ratio
1.42
Downside risk adjusted
Return/Volatility
1.53
Calmar Ratio
1.39
Return/Max Drawdown
Ulcer Index
8.56
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€37,699.45
Backtest Period
2022-01-28 to 2026-06-26
4.4 years
Rebalancing
none
Base Currency
EUR