HomePortfoliosSEM70 GLD24 SnP2 ACWI2 QDVE2

SEM70 GLD24 SnP2 ACWI2 QDVE2

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

Performance Summary

Total Return+250.42%
Annualized Return+33.41%
Volatility+22.42%
Sharpe Ratio1.40
Max Drawdown+25.33%

Holdings

Asset Allocation

Asset Class

Equity 76.0%Precious Metals 24.0%
Holdings Details
A tech-heavy ETF portfolio with 76% global equities and 24% gold for a diversified 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%
ACWE.PA
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48
ETF
2.0%0.12%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €35,042.05
Histogram of Monthly Returns
The portfolio had a positive return during 33 of the 54 months (61%)
Monthly Returns Heatmap
Best month: +26.3% • Worst month: -10.1% • Best year: 2026 (+62.7%) • Worst year: 2022 (-12.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.4%+2.9%-9.1%+26.3%+21.8%-2.8%------+62.7%
2025+4.0%-4.5%-8.4%-3.4%+8.8%+7.4%+3.2%+0.1%+12.3%+14.0%-1.7%+2.3%+36.4%
2024+3.8%+8.1%+5.7%-2.3%+4.1%+7.9%-5.3%-2.9%+1.5%-0.4%+1.8%+1.9%+25.6%
2023+10.6%+1.3%+6.0%-6.0%+14.4%+0.7%+3.0%-1.9%-3.4%-2.4%+8.9%+7.1%+43.1%
2022+3.3%+1.6%+2.7%-6.0%-0.9%-10.1%+10.1%-5.0%-7.0%-0.3%+7.3%-6.6%-12.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.33% • The longest drawdown period lasted for 1 year and 1 month and was between March 2022 and May 2023. It reached a trough of -23.0%.

Detailed Metrics

Returns
Total Return
+250.42%
Annualized Return
+33.41%
Avg Monthly Return
+2.61%
Risk
Volatility (Annual)
+22.42%
Max Drawdown
+25.33%
Positive Months
61%
Average Drawdown
-7.2%
Risk-Adjusted
Sharpe Ratio
1.40
Risk-free rate: 2.0%
Sortino Ratio
1.38
Downside risk adjusted
Return/Volatility
1.49
Calmar Ratio
1.32
Return/Max Drawdown
Ulcer Index
8.59
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€35,042.05
Backtest Period
2022-01-28 to 2026-06-05
4.4 years
Rebalancing
none
Base Currency
EUR
SEM70 GLD24 SnP2 ACWI2 QDVE2 | +33.4% CAGR | ETF Backtest