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Created byuser-7zvj2s

Annual Rebalancing

EUR

Moderate Risk

1.5yr backtest

Performance Summary

Total Return+23.69%

Annualized Return+15.25%

Volatility+14.34%

Sharpe Ratio0.92

Max Drawdown+17.74%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Globally diversified EUR ETF portfolio with annual rebalancing, blending core holdings with strategic bets on emerging markets and leveraged assets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
FWIA.XETRA Invesco FTSE All-World UCITS ETF Acc • IE000716YHJ7	IE000716YHJ7	Acc	ETF	30.0%	0.15%
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5	IE000RJECXS5	Acc	ETF	25.0%	0.22%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	15.0%	0.39%
AVEM.XETRA Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13	IE000K975W13	Acc	ETF	10.0%	0.35%
ROX.XETRA Expat Romania BET UCITS ETF • BGROBET05176	BGROBET05176	Acc	ETF	10.0%	1.38%
2BRE.XETRA Leverage Shares 2x Long Berkshire Hathaway (BRK-B) ETP • XS2399369110	XS2399369110	Acc	ETF	10.0%	0.75%
Total		Total			100.0%	0.41%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,368.7

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 19 months (74%)

Monthly Returns Heatmap

Best month: +6.2% • Worst month: -5.3% • Best year: 2026 (+14.0%) • Worst year: 2024 (-3.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.6%	+4.2%	-5.3%	+6.2%	+4.8%	+1.2%	-	-	-	-	-	-	+14.0%
2025	+4.4%	-0.2%	-4.8%	-4.5%	+4.0%	+0.0%	+4.1%	+1.8%	+1.8%	+2.6%	+2.0%	+0.6%	+12.0%
2024	-	-	-	-	-	-	-	-	-	-	-	-3.2%	-3.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +17.74% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -17.7%.

Detailed Metrics

Returns

Total Return

+23.69%

Annualized Return

+15.25%

Avg Monthly Return

+1.18%

Risk

Volatility (Annual)

+14.34%

Max Drawdown

+17.74%

Positive Months

74%

Average Drawdown

-3.5%

Risk-Adjusted

Sharpe Ratio

0.92

Risk-free rate: 2.0%

Sortino Ratio

0.85

Downside risk adjusted

Return/Volatility

1.06

Calmar Ratio

0.86

Return/Max Drawdown

Ulcer Index

4.50

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,368.7

Backtest Period

2024-12-12 to 2026-06-12
1.5 years

Rebalancing

annual

Base Currency

EUR