HomePortfoliosTech 7

Tech 7

Created byuser-kmnqal
Quarterly Rebalancing
EUR
High Risk
3.8yr backtest

Performance Summary

Total Return+178.97%
Annualized Return+31.33%
Volatility+22.31%
Sharpe Ratio1.31
Max Drawdown+28.67%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity portfolio focused on global technology stocks via a single ESG-screened ETF for targeted growth exposure.
AssetTypeAllocationTER
WELU.XETRA
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A) • IE000E7EI9P0
ETF
100.0%0.18%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €27,896.69
Histogram of Monthly Returns
The portfolio had a positive return during 27 of the 46 months (59%)
Monthly Returns Heatmap
Best month: +16.7% • Worst month: -11.8% • Best year: 2023 (+57.4%) • Worst year: 2022 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.9%-3.3%-4.4%+16.7%+14.6%-1.9%-1.1%-----+16.4%
2025+0.1%-4.5%-11.8%-3.7%+11.3%+5.4%+8.7%-2.6%+6.3%+9.0%-5.5%-0.7%+9.5%
2024+7.4%+6.3%+2.9%-4.0%+4.6%+12.7%-4.9%-1.4%+1.1%+1.6%+6.9%+1.0%+38.6%
2023+9.7%+3.7%+7.3%-1.5%+15.3%+3.5%+1.8%+0.7%-4.5%-1.4%+10.3%+3.2%+57.4%
2022---------+10.2%-0.9%-8.3%+0.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +28.67% • The longest drawdown period lasted for 8 months and was between January 2025 and September 2025. It reached a trough of -28.7%.

Detailed Metrics

Returns
Total Return
+178.97%
Annualized Return
+31.33%
Avg Monthly Return
+2.46%
Risk
Volatility (Annual)
+22.31%
Max Drawdown
+28.67%
Positive Months
59%
Average Drawdown
-5.6%
Risk-Adjusted
Sharpe Ratio
1.31
Risk-free rate: 2.0%
Sortino Ratio
1.27
Downside risk adjusted
Return/Volatility
1.40
Calmar Ratio
1.09
Return/Max Drawdown
Ulcer Index
7.02
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€27,896.69
Backtest Period
2022-10-11 to 2026-07-17
3.8 years
Rebalancing
quarterly
Base Currency
EUR