HomePortfoliosSMH70 GLD20 SnP5 ACWI5

SMH70 GLD20 SnP5 ACWI5

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None Rebalancing
EUR
High Risk
Multi-currency
4.4yr backtest

Performance Summary

Total Return+246.32%
Annualized Return+33.05%
Volatility+22.70%
Sharpe Ratio1.37
Max Drawdown+26.15%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
A diversified ETF portfolio blending global tech stocks, US equities, and gold for growth and stability in one simple allocation.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc)IE000I8KRLL9
ETF
70.0%0.35%
SGLN.LSE
iShares Physical Gold ETCIE00B4ND3602
ETF
20.0%0.12%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc)IE00BMTX1Y45
ETF
5.0%0.05%
ACWE.PA
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)IE00B44Z5B48
ETF
5.0%0.12%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €34,631.87
Histogram of Monthly Returns
The portfolio had a positive return during 34 of the 54 months (63%)
Monthly Returns Heatmap
Best month: +27.0% • Worst month: -10.4% • Best year: 2026 (+63.9%) • Worst year: 2022 (-12.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.1%+2.8%-9.0%+27.0%+22.1%-2.7%------+63.9%
2025+4.0%-4.6%-8.9%-3.7%+9.1%+7.6%+3.2%+0.0%+12.0%+14.1%-1.9%+2.3%+35.1%
2024+3.9%+8.3%+5.5%-2.5%+4.0%+7.9%-5.4%-2.9%+1.4%-0.6%+2.1%+1.8%+25.1%
2023+10.6%+1.5%+5.6%-6.0%+14.3%+1.1%+3.1%-2.0%-3.3%-2.8%+9.2%+7.3%+43.1%
2022+3.4%+1.3%+2.7%-6.2%-0.8%-10.4%+10.5%-4.9%-7.2%+0.1%+7.2%-6.9%-12.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +26.15% • The longest drawdown period lasted for 1 year and 1 month and was between July 2024 and September 2025. It reached a trough of -26.2%.

Detailed Metrics

Returns
Total Return
+246.32%
Annualized Return
+33.05%
Avg Monthly Return
+2.60%
Risk
Volatility (Annual)
+22.70%
Max Drawdown
+26.15%
Positive Months
63%
Average Drawdown
-7.3%
Risk-Adjusted
Sharpe Ratio
1.37
Risk-free rate: 2.0%
Sortino Ratio
1.35
Downside risk adjusted
Return/Volatility
1.46
Calmar Ratio
1.26
Return/Max Drawdown
Ulcer Index
8.74
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
34,631.87
Backtest Period
2022-01-28 to 2026-06-05
4.4 years
Rebalancing
none
Base Currency
EUR
SMH70 GLD20 SnP5 ACWI5 | +33.1% CAGR | ETF Backtest