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UCITS

Created byuser-l2uvnn

None Rebalancing

EUR

Moderate Risk

Multi-currency

1.2yr backtest

Performance Summary

Total Return+50.61%

Annualized Return+40.16%

Volatility+16.24%

Sharpe Ratio2.35

Max Drawdown+8.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified ETF portfolio focused on US equities, global tech, semiconductors, and high-dividend stocks for targeted growth and income.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	50.0%	0.03%
SMH.PA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	15.0%	0.35%
VHYG.LSE Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626	IE00BK5BR626	Acc	ETF	15.0%	0.29%
CNDX.AS iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19	IE00B53SZB19	Acc	ETF	15.0%	0.3%
QNTM.LSE VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157	IE0007Y8Y157	Acc	ETF	5.0%	0.55%
Total		Total			100.0%	0.18%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €15,061

Histogram of Monthly Returns

The portfolio had a positive return during 11 of the 16 months (69%)

Monthly Returns Heatmap

Best month: +15.2% • Worst month: -7.1% • Best year: 2026 (+27.5%) • Worst year: 2025 (+18.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.0%	+0.3%	-5.1%	+15.2%	+11.7%	+4.3%	-7.1%	+4.3%	-	-	-	-	+27.5%
2025	-	-	-	-	-0.7%	+2.7%	+5.6%	-0.9%	+4.8%	+7.0%	-1.7%	+0.3%	+18.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +8.68% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -6.7%.

Detailed Metrics

Returns

Total Return

+50.61%

Annualized Return

+40.16%

Avg Monthly Return

+2.74%

Risk

Volatility (Annual)

+16.24%

Max Drawdown

+8.68%

Positive Months

69%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

2.35

Risk-free rate: 2.0%

Sortino Ratio

2.31

Downside risk adjusted

Return/Volatility

2.47

Calmar Ratio

4.63

Return/Max Drawdown

Ulcer Index

2.31

Drawdown depth & duration

Martin Ratio

0.17

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€15,061

Backtest Period

2025-05-21 to 2026-08-07
1.2 years

Rebalancing

none

Base Currency

EUR