HomePortfoliostest 6 con IBIT

test 6 con IBIT

se agrega a parte del 100% de acciones el 20% de esa cantidad en IBIT

Created byuser-lnjgx6
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None Rebalancing
EUR
High Risk
Multi-currency
9.5yr backtest

Performance Summary

Total Return+1350.80%
Annualized Return+32.69%
Volatility+33.90%
Sharpe Ratio0.91
Max Drawdown+61.39%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Cryptocurrencies 10.0%
Holdings Details
Diversified ETF portfolio blending US stocks, tech, dividends, and Bitcoin for balanced growth and strategic asset allocation.
AssetTypeAllocationTER
CSPX.LSE
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
36.0%0.07%
DGRA.LSE
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc • IE00BZ56RG20
ETF
17.6%0.33%
CNDX.LSE
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
13.5%0.3%
BTC-EUR
Bitcoin EUR Price
CRYPTO
10.0%-
DHSA.LSE
WisdomTree US Equity Income UCITS ETF Acc • IE00BD6RZT93
ETF
9.4%0.29%
IUIT.LSE
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
9.0%0.15%
SMH.US
VanEck Semiconductor ETF • US92189F6768
ETF
4.5%0.35%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €145,080.14
Histogram of Monthly Returns
The portfolio had a positive return during 63 of the 114 months (55%)
Monthly Returns Heatmap
Best month: +33.1% • Worst month: -29.2% • Best year: 2017 (+161.2%) • Worst year: 2022 (-49.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-8.1%-10.8%+1.5%+13.8%---------5.3%
2025+8.0%-15.1%-7.0%+6.2%+10.3%-0.7%+10.4%-7.1%+4.9%-1.1%-14.2%-3.3%-12.5%
2024+3.5%+31.7%+13.5%-11.4%+7.7%-2.7%+1.3%-8.3%+5.3%+10.5%+33.1%-0.6%+105.1%
2023+23.3%+2.5%+12.9%+0.6%-0.4%+7.7%-2.1%-6.3%+2.9%+16.6%+6.1%+8.7%+95.5%
2022-13.1%+8.2%+6.5%-10.6%-13.3%-26.8%+17.4%-8.4%-3.0%+4.6%-13.1%-6.4%-49.7%
2021+10.8%+26.7%+28.1%-3.2%-29.2%-0.5%+13.7%+11.1%-4.5%+31.3%-3.2%-14.0%+61.4%
2020+14.2%-8.2%-15.9%+21.0%+4.7%-0.5%+8.4%+4.9%-3.8%+12.0%+24.7%+28.3%+118.0%
2019+2.7%+7.1%+4.9%+12.5%+17.9%+14.6%+0.3%-3.5%-4.7%+4.1%-5.1%-2.1%+56.3%
2018-18.8%+1.9%-20.5%+18.2%-5.6%-6.0%+10.2%-2.2%-1.9%-4.3%-15.2%-8.4%-45.8%
2017-0.7%+9.0%-1.8%+2.3%+9.7%-0.2%+2.6%+17.5%-1.1%+21.7%+24.6%+21.3%+161.2%
2016----------+5.5%+5.7%+11.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +61.39% • The longest drawdown period lasted for 2 years and 10 months and was between December 2017 and November 2020. It reached a trough of -58.0%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (4.5% of total allocation)

Total Dividends Received

€79.80

10 payments

Dividend Yield

0.01%

(annualized)

Avg Per Payment

€7.98

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
2025€14.08
2024€15.39
2023€14.08
2022€8.36
2021€5.12
2020€4.51
2019€6.90
2018€5.17
2017€4.22
2016€1.97
Total€79.80

Detailed Metrics

Returns
Total Return
+1350.80%
Annualized Return
+32.69%
Avg Monthly Return
+3.11%
Risk
Volatility (Annual)
+33.90%
Max Drawdown
+61.39%
Positive Months
55%
Average Drawdown
-26.3%
Risk-Adjusted
Sharpe Ratio
0.91
Risk-free rate: 2.0%
Sortino Ratio
0.90
Downside risk adjusted
Return/Volatility
0.96
Calmar Ratio
0.53
Return/Max Drawdown
Ulcer Index
30.83
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€145,080.14
Backtest Period
2016-11-08 to 2026-04-24
9.5 years
Rebalancing
none
Base Currency
EUR