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tessst

Created byuser-dvjmdp

Monthly Rebalancing

EUR

Moderate Risk

0.6yr backtest

Performance Summary

Total Return+18.10%

Annualized Return+29.93%

Volatility+18.26%

Sharpe Ratio1.53

Max Drawdown+10.61%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Other 20.0%

Holdings Details

Diversified ETF portfolio with leveraged exposure to US & European equities plus defensive yield strategies for targeted growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CL2.PA Amundi MSCI USA Daily (2x) Leveraged UCITS ETF Acc • FR0010755611	FR0010755611	Acc	ETF	30.0%	0.5%
LVE.PA Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF Acc • FR0010468983	FR0010468983	Acc	ETF	30.0%	0.4%
UIQ4.XETRA UBS Euro Equity Defensive Put Write SF UCITS ETF EUR acc • IE00BLDGHT92	IE00BLDGHT92	Acc	ETF	20.0%	0.21%
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	-	-	ETF	20.0%	-
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,809.5

Histogram of Monthly Returns

The portfolio had a positive return during 8 of the 9 months (89%)

Monthly Returns Heatmap

Best month: +10.9% • Worst month: -9.0% • Best year: 2026 (+14.8%) • Worst year: 2025 (+2.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.9%	+2.9%	-9.0%	+10.9%	+7.3%	+1.1%	-	-	-	-	-	-	+14.8%
2025	-	-	-	-	-	-	-	-	-	+1.7%	+0.2%	+1.1%	+2.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +10.61% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -10.6%.

Detailed Metrics

Returns

Total Return

+18.10%

Annualized Return

+29.93%

Avg Monthly Return

+2.00%

Risk

Volatility (Annual)

+18.26%

Max Drawdown

+10.61%

Positive Months

89%

Average Drawdown

-2.5%

Risk-Adjusted

Sharpe Ratio

1.53

Risk-free rate: 2.0%

Sortino Ratio

1.76

Downside risk adjusted

Return/Volatility

1.64

Calmar Ratio

2.82

Return/Max Drawdown

Ulcer Index

3.30

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,809.5

Backtest Period

2025-10-23 to 2026-06-12
0.6 years

Rebalancing

monthly

Base Currency

EUR