Home PortfoliosSMH50 SnP30 ACWI20

SMH50 SnP30 ACWI20

Created byuser-61bnq6

None Rebalancing

EUR

High Risk

1.9yr backtest

Performance Summary

Total Return+81.93%

Annualized Return+36.11%

Volatility+23.47%

Sharpe Ratio1.45

Max Drawdown+28.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A diversified global equity ETF portfolio targeting semiconductors, US stocks, and worldwide markets for growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SEME.PA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	50.0%	0.35%
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	30.0%	0.03%
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	20.0%	0.07%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €18,193.3

Histogram of Monthly Returns

The portfolio had a positive return during 15 of the 25 months (60%)

Monthly Returns Heatmap

Best month: +24.5% • Worst month: -10.6% • Best year: 2026 (+50.6%) • Worst year: 2024 (+0.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+9.4%	+1.4%	-7.1%	+24.5%	+19.4%	-1.8%	-	-	-	-	-	-	+50.6%
2025	+3.5%	-4.7%	-10.6%	-5.1%	+9.6%	+6.2%	+4.3%	-0.7%	+7.7%	+11.1%	-2.3%	+1.5%	+19.8%
2024	-	-	-	-	-	+0.8%	-4.0%	-2.4%	+1.2%	-0.4%	+5.1%	+0.8%	+0.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +28.14% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -28.1%.

Detailed Metrics

Returns

Total Return

+81.93%

Annualized Return

+36.11%

Avg Monthly Return

+2.70%

Risk

Volatility (Annual)

+23.47%

Max Drawdown

+28.14%

Positive Months

60%

Average Drawdown

-6.4%

Risk-Adjusted

Sharpe Ratio

1.45

Risk-free rate: 2.0%

Sortino Ratio

1.36

Downside risk adjusted

Return/Volatility

1.54

Calmar Ratio

1.28

Return/Max Drawdown

Ulcer Index

7.96

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€18,193.3

Backtest Period

2024-06-26 to 2026-06-05
1.9 years

Rebalancing

none

Base Currency

EUR