HomePortfoliosTER 28? SEM72 GLD22 222

TER 28? SEM72 GLD22 222

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

Performance Summary

Total Return+281.45%
Annualized Return+35.49%
Volatility+23.46%
Sharpe Ratio1.43
Max Drawdown+26.31%

Holdings

Asset Allocation

Asset Class

Equity 78.0%Precious Metals 22.0%
Holdings Details
Diversified ETF portfolio blending global tech stocks (78%) and gold (22%) for growth and stability across key markets.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
72.0%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
2.0%0.15%
I500.XETRA
iShares S&P 500 Swap UCITS ETF USD (Acc) • IE00BMTX1Y45
ETF
2.0%0.05%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
2.0%0.18%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €38,144.81
Histogram of Monthly Returns
The portfolio had a positive return during 34 of the 54 months (63%)
Monthly Returns Heatmap
Best month: +27.2% • Worst month: -10.4% • Best year: 2026 (+77.8%) • Worst year: 2022 (-12.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.5%+2.9%-9.2%+27.2%+22.3%+4.9%------+77.8%
2025+3.9%-4.6%-8.7%-3.6%+9.1%+7.8%+3.2%+0.0%+12.4%+14.3%-1.9%+2.3%+36.4%
2024+3.8%+8.3%+5.6%-2.4%+4.2%+8.1%-5.5%-3.0%+1.5%-0.6%+1.8%+2.0%+25.2%
2023+10.9%+1.4%+6.0%-6.3%+14.8%+0.9%+3.0%-2.1%-3.4%-2.6%+9.2%+7.3%+44.1%
2022+3.4%+1.4%+2.6%-6.2%-0.7%-10.4%+10.3%-5.0%-7.3%-0.3%+7.7%-6.8%-12.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +26.31% • The longest drawdown period lasted for 1 year and 1 month and was between March 2022 and May 2023. It reached a trough of -23.6%.

Detailed Metrics

Returns
Total Return
+281.45%
Annualized Return
+35.49%
Avg Monthly Return
+2.79%
Risk
Volatility (Annual)
+23.46%
Max Drawdown
+26.31%
Positive Months
63%
Average Drawdown
-7.5%
Risk-Adjusted
Sharpe Ratio
1.43
Risk-free rate: 2.0%
Sortino Ratio
1.41
Downside risk adjusted
Return/Volatility
1.51
Calmar Ratio
1.35
Return/Max Drawdown
Ulcer Index
8.85
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€38,144.81
Backtest Period
2022-01-28 to 2026-06-26
4.4 years
Rebalancing
none
Base Currency
EUR