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Stocks alternative aggressive

Stocks alternative aggressive

Created byuser-qzx49y
Optimize
None Rebalancing
EUR
Moderate Risk
9.9yr backtest

Performance Summary

Total Return+311.87%
Annualized Return+15.34%
Volatility+15.30%
Sharpe Ratio0.87
Max Drawdown+33.50%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Aggressive stocks ETF portfolio with 92% developed markets exposure and dividend focus. EUR-based diversified allocation across US, tech, and European equities.
AssetTypeAllocationTER
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
42.0%0.38%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
25.0%0.3%
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
25.0%0.07%
GRE.PA
Amundi MSCI Greece UCITS ETF Dist • FR0010405431
ETF
8.0%0.45%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €41,186.51
Histogram of Monthly Returns
The portfolio had a positive return during 79 of the 120 months (66%)
Monthly Returns Heatmap
Best month: +10.2% • Worst month: -10.6% • Best year: 2021 (+35.1%) • Worst year: 2022 (-11.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.7%+1.0%-3.3%+7.8%--------+7.1%
2025+4.2%-1.3%-6.8%-3.7%+7.2%+1.2%+5.2%-0.5%+2.7%+4.4%+0.3%+0.8%+13.7%
2024+3.4%+3.0%+3.4%-1.5%+2.0%+4.8%+0.1%-1.2%+2.1%+1.0%+6.4%+0.8%+26.8%
2023+5.9%+2.1%+0.2%+0.4%+4.9%+4.0%+2.9%-0.5%-1.4%-3.1%+6.0%+4.5%+28.5%
2022-3.6%-2.2%+5.0%-2.6%-2.6%-6.4%+9.3%-1.5%-5.6%+4.1%+0.1%-5.1%-11.6%
2021+0.9%+2.6%+6.3%+2.0%-1.1%+5.4%+1.9%+3.5%-2.4%+4.8%+2.3%+4.3%+35.1%
2020+1.0%-9.1%-10.6%+9.9%+2.1%+3.2%-0.6%+7.5%-2.4%-3.1%+10.2%+2.2%+8.2%
2019+7.4%+4.1%+3.3%+4.0%-5.3%+4.0%+3.8%-2.6%+3.8%+0.6%+4.4%+1.5%+32.5%
2018+2.1%-1.6%-4.5%+4.2%+2.6%+0.9%+2.7%+2.2%+0.6%-4.5%-0.4%-7.7%-4.1%
2017-0.8%+5.1%+0.8%-0.4%-0.0%-1.3%-0.7%-0.4%+2.0%+2.9%-0.3%+1.7%+8.6%
2016----+2.6%-2.6%+4.8%+0.6%-0.3%+1.5%+5.7%+3.1%+16.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.50% • The longest drawdown period lasted for 9 months and was between February 2020 and December 2020. It reached a trough of -33.5%.

Dividend Income

Summary
This portfolio contains 2 distributing ETFs (50.0% of total allocation)

Total Dividends Received

€3,073.96

49 payments

Dividend Yield

1.50%

(annualized)

Avg Per Payment

€62.73

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€53.14
2025€500.36
2024€460.20
2023€435.96
2022€354.63
2021€273.24
2020€214.91
2019€261.90
2018€243.46
2017€233.52
2016€42.64
Total€3,073.96

Detailed Metrics

Returns
Total Return
+311.87%
Annualized Return
+15.34%
Avg Monthly Return
+1.26%
Risk
Volatility (Annual)
+15.30%
Max Drawdown
+33.50%
Positive Months
66%
Average Drawdown
-4.0%
Risk-Adjusted
Sharpe Ratio
0.87
Risk-free rate: 2.0%
Sortino Ratio
0.80
Downside risk adjusted
Return/Volatility
1.00
Calmar Ratio
0.46
Return/Max Drawdown
Ulcer Index
5.59
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€41,186.51
Backtest Period
2016-05-23 to 2026-04-24
9.9 years
Rebalancing
none
Base Currency
EUR