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Tillväxt baby

Optimize FIRE Projection
Annual Rebalancing
EUR
High Risk
5.8yr backtest

Performance Summary

Total Return+383.77%
Annualized Return+31.53%
Volatility+28.48%
Sharpe Ratio1.04
Max Drawdown+33.75%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in a 100% tech-focused equity portfolio with top semiconductor and U.S. information technology ETFs for targeted growth.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
70.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
30.0%0.15%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €48,376.95
Histogram of Monthly Returns
The portfolio had a positive return during 44 of the 70 months (63%)
Monthly Returns Heatmap
Best month: +30.8% • Worst month: -15.8% • Best year: 2023 (+65.3%) • Worst year: 2022 (-30.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.7%-1.5%-6.6%+30.8%+22.8%+10.8%-15.8%+1.6%+1.4%---+55.9%
2025+1.8%-7.0%-12.7%-4.3%+13.2%+10.0%+6.7%-2.2%+10.3%+13.6%-3.9%+2.0%+26.2%
2024+6.2%+9.7%+4.8%-3.3%+5.2%+12.0%-7.3%-3.0%+1.2%-0.3%+4.4%+3.2%+35.8%
2023+12.8%+3.7%+7.4%-6.2%+19.7%+3.0%+2.9%-1.2%-3.9%-3.8%+11.6%+8.5%+65.3%
2022-11.3%-1.2%+3.5%-8.2%-1.4%-11.8%+15.7%-6.1%-9.3%+1.8%+4.8%-8.9%-30.7%
2021+5.3%+3.7%+4.1%+0.2%-0.8%+8.8%+1.2%+4.5%-2.9%+5.6%+12.0%+3.7%+54.8%
2020-----------+2.0%+2.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.75% • The longest drawdown period lasted for 1 year and 4 months and was between January 2022 and May 2023. It reached a trough of -32.6%.
When could this portfolio get you to financial independence?

Tillväxt baby returned +31.53% a year over the 6 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+383.77%
Annualized Return
+31.53%
Avg Monthly Return
+2.61%
Risk
Volatility (Annual)
+28.48%
Max Drawdown
+33.75%
Positive Months
63%
Average Drawdown
-9.8%
Risk-Adjusted
Sharpe Ratio
1.04
Risk-free rate: 2.0%
Sortino Ratio
1.01
Downside risk adjusted
Return/Volatility
1.11
Calmar Ratio
0.93
Return/Max Drawdown
Ulcer Index
12.22
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
48,376.95
Backtest Period
2020-12-03 to 2026-09-04
5.8 years
Rebalancing
annual
Base Currency
EUR