HomePortfoliosWorld 2x 20 - world 80

World 2x 20 - world 80

Created byuser-o6gmk2
None Rebalancing
EUR
Moderate Risk
0.8yr backtest

Performance Summary

Total Return+16.14%
Annualized Return+21.47%
Volatility+14.39%
Sharpe Ratio1.35
Max Drawdown+7.96%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 80% broad market ETF and 20% leveraged ETF for diversified, long-term growth potential.
AssetTypeAllocationTER
SPYI.XETRA
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66
ETF
80.0%0.17%
LVWC.XETRA
Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4
ETF
20.0%0.6%
Total100.0%0.26%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,614.27
Histogram of Monthly Returns
The portfolio had a positive return during 7 of the 10 months (70%)
Monthly Returns Heatmap
Best month: +10.5% • Worst month: -6.7% • Best year: 2026 (+13.9%) • Worst year: 2025 (+1.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.5%+1.8%-6.7%+10.5%+6.9%+1.1%-0.9%-----+13.9%
2025---------+1.7%-0.5%+0.7%+1.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.96% • The longest drawdown period lasted for 2 months and was between October 2025 and January 2026. It reached a trough of -4.3%.

Detailed Metrics

Returns
Total Return
+16.14%
Annualized Return
+21.47%
Avg Monthly Return
+1.60%
Risk
Volatility (Annual)
+14.39%
Max Drawdown
+7.96%
Positive Months
70%
Average Drawdown
-1.8%
Risk-Adjusted
Sharpe Ratio
1.35
Risk-free rate: 2.0%
Sortino Ratio
1.45
Downside risk adjusted
Return/Volatility
1.49
Calmar Ratio
2.70
Return/Max Drawdown
Ulcer Index
2.21
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,614.27
Backtest Period
2025-10-09 to 2026-07-17
0.8 years
Rebalancing
none
Base Currency
EUR