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A M C 2

Short Time

Created byuser-rboxmq
None Rebalancing
EUR
High Risk
1.6yr backtest
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Performance Summary

Total Return+68.28%
Annualized Return+38.48%
Volatility+30.10%
Sharpe Ratio1.21
Max Drawdown+25.45%

Holdings

Asset Allocation

Asset Class

Equity 82.5%Precious Metals 17.5%
Holdings Details
Diversified ETF portfolio focused on strategic metals, uranium, and precious metals for short-term investment opportunities.
AssetTypeAllocationTER
RARE.XETRA
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Unhedged Acc • IE000KHX9DX6
ETF
25.0%0.5%
WNUC.XETRA
WisdomTree Uranium and Nuclear Energy UCITS ETF USD Unhedged Acc • IE0003BJ2JS4
ETF
25.0%0.45%
CEBT.XETRA
iShares Essential Metals Producers UCITS ETF USD (Acc) • IE000ROSD5J6
ETF
20.0%0.55%
VZLE.XETRA
WisdomTree Physical Precious Metals • DE000A0N62H8
ETF
17.5%0.44%
ANRJ.PA
Amundi Global Hydrogen UCITS ETF Acc • FR0010930644
ETF
12.5%0.45%
Total100.0%0.48%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €16,828.45
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 20 months (60%)
Monthly Returns Heatmap
Best month: +18.1% • Worst month: -13.6% • Best year: 2025 (+76.9%) • Worst year: 2026 (-4.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+18.1%+7.2%-13.6%+8.5%-1.5%-10.9%-6.1%+11.5%-7.4%-5.7%---4.9%
2025--+0.5%-2.3%+10.1%+9.0%+6.4%+6.4%+16.3%+9.3%-2.7%+7.3%+76.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.45% • The longest drawdown period lasted for 7 months and was between February 2026 and October 2026. It reached a trough of -25.4%.

Detailed Metrics

Returns
Total Return
+68.28%
Annualized Return
+38.48%
Avg Monthly Return
+3.01%
Risk
Volatility (Annual)
+30.10%
Max Drawdown
+25.45%
Positive Months
60%
Average Drawdown
-9.3%
Risk-Adjusted
Sharpe Ratio
1.21
Risk-free rate: 2.0%
Sortino Ratio
1.20
Downside risk adjusted
Return/Volatility
1.28
Calmar Ratio
1.51
Return/Max Drawdown
Ulcer Index
10.56
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€16,828.45
Backtest Period
2025-03-11 to 2026-10-16
1.6 years
Rebalancing
none
Base Currency
EUR