HomePortfoliosSemic90+QDVE10

Semic90+QDVE10

Optimize
Annual Rebalancing
EUR
High Risk
Multi-currency
5.5yr backtest

Performance Summary

Total Return+475.36%
Annualized Return+37.28%
Volatility+27.93%
Sharpe Ratio1.26
Max Drawdown+33.73%

Holdings

Asset Allocation

Asset Class

Equity 91.0%Precious Metals 9.0%
Holdings Details
Tech-focused ETF portfolio with 91% global equities and 9% gold for growth and diversification in a single investment.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
90.0%0.35%
SGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
9.0%0.12%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
1.0%0.15%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €57,536.09
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 67 months (63%)
Monthly Returns Heatmap
Best month: +32.1% • Worst month: -12.2% • Best year: 2026 (+79.8%) • Worst year: 2022 (-29.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+14.8%-0.1%-7.7%+32.1%+22.9%+4.7%------+79.8%
2025+3.4%-7.1%-11.0%-4.1%+12.0%+10.1%+5.4%-1.5%+11.7%+14.5%-2.7%+2.6%+34.1%
2024+5.7%+10.4%+5.8%-2.8%+4.7%+10.5%-7.6%-3.2%+1.1%-0.7%+2.9%+2.8%+31.8%
2023+13.7%+3.1%+7.4%-7.4%+20.2%+2.1%+3.1%-1.8%-3.7%-3.9%+11.4%+9.9%+64.1%
2022-11.5%+0.4%+2.6%-8.1%-0.3%-12.2%+13.9%-6.8%-8.7%-0.1%+8.2%-8.1%-29.2%
2021+6.4%+3.5%+3.9%-0.7%+0.6%+7.2%+0.5%+4.0%-2.5%+4.9%+13.3%+3.3%+53.2%
2020-----------+1.7%+1.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.73% • The longest drawdown period lasted for 1 year and 4 months and was between January 2022 and May 2023. It reached a trough of -33.7%.

Detailed Metrics

Returns
Total Return
+475.36%
Annualized Return
+37.28%
Avg Monthly Return
+2.97%
Risk
Volatility (Annual)
+27.93%
Max Drawdown
+33.73%
Positive Months
63%
Average Drawdown
-9.8%
Risk-Adjusted
Sharpe Ratio
1.26
Risk-free rate: 2.0%
Sortino Ratio
1.25
Downside risk adjusted
Return/Volatility
1.33
Calmar Ratio
1.11
Return/Max Drawdown
Ulcer Index
12.13
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
57,536.09
Backtest Period
2020-12-03 to 2026-06-12
5.5 years
Rebalancing
annual
Base Currency
EUR
Semic90+QDVE10 | +37.3% CAGR | ETF Backtest