HomePortfoliosTER 28 SEM68 GLD22 532

TER 28 SEM68 GLD22 532

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

Performance Summary

Total Return+246.65%
Annualized Return+33.08%
Volatility+22.52%
Sharpe Ratio1.38
Max Drawdown+25.71%

Holdings

Asset Allocation

Asset Class

Equity 78.0%Precious Metals 22.0%
Holdings Details
A tech-heavy ETF portfolio with 78% global equities and 22% gold for growth and stability in a diversified asset mix.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
68.0%0.35%
SGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
22.0%0.12%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
5.0%0.15%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45
ETF
3.0%0.05%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
2.0%0.18%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €34,665.33
Histogram of Monthly Returns
The portfolio had a positive return during 32 of the 54 months (59%)
Monthly Returns Heatmap
Best month: +26.5% • Worst month: -10.1% • Best year: 2026 (+62.2%) • Worst year: 2022 (-12.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+15.8%+2.8%-9.0%+26.5%+21.8%-2.8%------+62.2%
2025+3.7%-4.5%-8.7%-3.5%+9.0%+7.5%+3.4%-0.1%+12.1%+13.9%-1.9%+2.2%+35.2%
2024+3.9%+8.1%+5.5%-2.3%+4.1%+8.2%-5.4%-2.9%+1.6%-0.4%+2.0%+2.0%+26.0%
2023+10.6%+1.4%+6.0%-6.0%+14.5%+0.9%+3.0%-1.9%-3.4%-2.5%+9.0%+7.1%+43.6%
2022+3.4%+1.3%+2.7%-6.0%-1.0%-10.1%+10.3%-4.9%-7.2%-0.1%+7.1%-6.8%-12.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.71% • The longest drawdown period lasted for 1 year and 1 month and was between March 2022 and May 2023. It reached a trough of -22.9%.

Detailed Metrics

Returns
Total Return
+246.65%
Annualized Return
+33.08%
Avg Monthly Return
+2.59%
Risk
Volatility (Annual)
+22.52%
Max Drawdown
+25.71%
Positive Months
59%
Average Drawdown
-7.2%
Risk-Adjusted
Sharpe Ratio
1.38
Risk-free rate: 2.0%
Sortino Ratio
1.36
Downside risk adjusted
Return/Volatility
1.47
Calmar Ratio
1.29
Return/Max Drawdown
Ulcer Index
8.62
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€34,665.33
Backtest Period
2022-01-28 to 2026-06-05
4.4 years
Rebalancing
none
Base Currency
EUR
TER 28 SEM68 GLD22 532 | +33.1% CAGR | ETF Backtest