HomePortfoliosUSA+EU+EMR+WIRE+BTC

USA+EU+EMR+WIRE+BTC

USA+Euro+Emerging+EnergySmartGrid+Bitcoin

Created byuser-0txi8t
FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
0.4yr backtest

Performance Summary

Total Return+6.59%
Annualized Return+17.98%
Volatility+13.87%
Sharpe Ratio1.15
Max Drawdown+5.72%

Holdings

Asset Allocation

Asset Class

Equity 95.0%Cryptocurrencies 5.0%
Holdings Details
Diversified ETF portfolio blending US, European, and emerging market equities with smart grid infrastructure and a 5% Bitcoin allocation.
AssetTypeAllocationTER
VUAA.XETRA
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
40.0%0.07%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753
ETF
20.0%0.07%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
20.0%0.18%
WIRE.XETRA
Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C • IE000O7Q2E56
ETF
15.0%0.35%
WBTC.PA
WisdomTree Physical Bitcoin • GB00BJYDH287
ETF
5.0%0.15%
Total100.0%0.14%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,659.2
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 6 months (83%)
Monthly Returns Heatmap
Best month: +6.6% • Worst month: -2.9% • Best year: 2026 (+6.6%) • Worst year: 2026 (+6.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026---+0.3%+6.6%+0.0%-2.9%+2.6%+0.0%---+6.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.72% • The longest drawdown period lasted for 2 months and was between June 2026 and September 2026. It reached a trough of -5.7%.

Detailed Metrics

Returns
Total Return
+6.59%
Annualized Return
+17.98%
Avg Monthly Return
+1.11%
Risk
Volatility (Annual)
+13.87%
Max Drawdown
+5.72%
Positive Months
83%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
1.15
Risk-free rate: 2.0%
Sortino Ratio
1.16
Downside risk adjusted
Return/Volatility
1.30
Calmar Ratio
3.14
Return/Max Drawdown
Ulcer Index
2.48
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,659.2
Backtest Period
2026-04-23 to 2026-09-11
0.4 years
Rebalancing
annual
Base Currency
EUR