HomePortfoliosTillväxt baby, little bit more diversfied

Tillväxt baby, little bit more diversfied

Optimize
None Rebalancing
EUR
High Risk
5.6yr backtest

Performance Summary

Total Return+264.15%
Annualized Return+26.15%
Volatility+25.26%
Sharpe Ratio0.96
Max Drawdown+31.03%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated tech ETF portfolio targeting semiconductor, S&P 500 IT, and Nasdaq 100 exposure for aggressive growth potential.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
40.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
30.0%0.15%
XNAS.XETRA
Xtrackers Nasdaq 100 UCITS ETF 1CIE00BMFKG444
ETF
30.0%0.2%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €36,414.62
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 68 months (62%)
Monthly Returns Heatmap
Best month: +26.0% • Worst month: -13.4% • Best year: 2023 (+59.7%) • Worst year: 2022 (-29.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.9%-1.9%-5.8%+26.0%+20.1%+8.0%-13.4%+2.3%----+41.6%
2025+1.7%-6.3%-12.2%-3.8%+12.1%+7.4%+7.0%-2.3%+8.4%+11.3%-3.8%+1.0%+18.7%
2024+5.5%+7.8%+3.8%-3.0%+4.4%+11.7%-6.1%-2.5%+1.5%+0.8%+5.7%+3.1%+36.6%
2023+11.0%+3.5%+6.9%-4.0%+16.8%+3.4%+2.8%-0.5%-3.5%-3.3%+10.2%+6.9%+59.7%
2022-10.6%-2.1%+4.7%-7.6%-3.3%-9.7%+15.2%-4.6%-8.2%+1.8%+1.4%-8.9%-29.9%
2021-1.5%+2.6%+4.0%+1.4%-1.8%+9.3%+1.9%+4.5%-3.0%+6.1%+9.3%+3.3%+41.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +31.03% • The longest drawdown period lasted for 1 year and 5 months and was between January 2022 and June 2023. It reached a trough of -30.4%.

Detailed Metrics

Returns
Total Return
+264.15%
Annualized Return
+26.15%
Avg Monthly Return
+2.19%
Risk
Volatility (Annual)
+25.26%
Max Drawdown
+31.03%
Positive Months
62%
Average Drawdown
-9.0%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.93
Downside risk adjusted
Return/Volatility
1.04
Calmar Ratio
0.84
Return/Max Drawdown
Ulcer Index
11.37
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
36,414.62
Backtest Period
2021-01-27 to 2026-08-21
5.6 years
Rebalancing
none
Base Currency
EUR
Tillväxt baby, little bit more diversfied | ETF Backtest