HomePortfoliosTeste 4

Teste 4

Created byuser-xsvckd
FIRE Projection
Monthly Rebalancing
EUR
Moderate Risk
Multi-currency
0.8yr backtest

Performance Summary

Total Return+22.74%
Annualized Return+29.79%
Volatility+12.17%
Sharpe Ratio2.28
Max Drawdown+6.23%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global ETF portfolio blending world stocks, US tech, dividends, and momentum for diversified growth.
AssetTypeAllocationTER
SPYI.XETRA
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66
ETF
30.0%0.17%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
30.0%0.3%
LDGA.XETRA
L&G Global Quality Dividends UCITS ETF USD Acc • IE000MRIQ479
ETF
30.0%0.29%
IWMO.LSE
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
10.0%0.25%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,273.67
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 11 months (82%)
Monthly Returns Heatmap
Best month: +10.0% • Worst month: -5.4% • Best year: 2026 (+18.2%) • Worst year: 2025 (+3.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.0%+1.9%-5.4%+10.0%+6.7%+2.7%-3.0%+2.1%+0.8%---+18.2%
2025----------+3.2%+0.6%+3.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.23% • The longest drawdown period lasted for 1 month and was between June 2026 and August 2026. It reached a trough of -4.1%.

Detailed Metrics

Returns
Total Return
+22.74%
Annualized Return
+29.79%
Avg Monthly Return
+1.95%
Risk
Volatility (Annual)
+12.17%
Max Drawdown
+6.23%
Positive Months
82%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
2.28
Risk-free rate: 2.0%
Sortino Ratio
2.42
Downside risk adjusted
Return/Volatility
2.45
Calmar Ratio
4.78
Return/Max Drawdown
Ulcer Index
1.80
Drawdown depth & duration
Martin Ratio
0.15
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,273.67
Backtest Period
2025-11-21 to 2026-09-04
0.8 years
Rebalancing
monthly
Base Currency
EUR