HomePortfoliosTech IT Growth

Tech IT Growth

Created byuser-xwe79g
Optimize
Quarterly Rebalancing
EUR
High Risk
2.2yr backtest

Performance Summary

Total Return+78.56%
Annualized Return+30.57%
Volatility+24.26%
Sharpe Ratio1.18
Max Drawdown+30.23%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global equity portfolio of 3 ETFs focused on US quality growth and world technology & semiconductor sectors.
AssetTypeAllocationTER
AYEW.XETRA
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist) • IE00BJ5JNY98
ETF
40.0%0.18%
QGRW.XETRA
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc • IE000YGEAK03
ETF
40.0%0.33%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
20.0%0.35%
Total100.0%0.27%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,856.41
Histogram of Monthly Returns
The portfolio had a positive return during 17 of the 27 months (63%)
Monthly Returns Heatmap
Best month: +19.3% • Worst month: -12.5% • Best year: 2026 (+27.6%) • Worst year: 2025 (+13.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.8%-2.6%-5.4%+19.3%+16.2%-0.8%------+27.6%
2025+2.7%-6.9%-12.5%-2.8%+11.4%+5.3%+7.2%-2.4%+7.0%+9.7%-3.7%+0.2%+13.1%
2024---+1.6%+3.4%+12.1%-5.3%-2.2%+1.5%+1.7%+7.5%+2.3%+23.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +30.23% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -30.2%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (40.0% of total allocation)

Total Dividends Received

€28.30

3 payments

Dividend Yield

0.10%

(annualized)

Avg Per Payment

€9.43

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2025€10.03
2024€18.26
Total€28.30

Detailed Metrics

Returns
Total Return
+78.56%
Annualized Return
+30.57%
Avg Monthly Return
+2.41%
Risk
Volatility (Annual)
+24.26%
Max Drawdown
+30.23%
Positive Months
63%
Average Drawdown
-6.9%
Risk-Adjusted
Sharpe Ratio
1.18
Risk-free rate: 2.0%
Sortino Ratio
1.07
Downside risk adjusted
Return/Volatility
1.26
Calmar Ratio
1.01
Return/Max Drawdown
Ulcer Index
8.44
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,856.41
Backtest Period
2024-04-23 to 2026-06-26
2.2 years
Rebalancing
quarterly
Base Currency
EUR