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Adolfo Manuel Costa2

Created byuser-rboxmq

None Rebalancing

EUR

High Risk

2.2yr backtest

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Performance Summary

Total Return+98.87%

Annualized Return+36.45%

Volatility+22.13%

Sharpe Ratio1.56

Max Drawdown+22.06%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified all-equity ETF portfolio blending global value, semiconductors, and Asia exposure across Korea, Taiwan, and Japan for long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42	IE00BL25JM42	Acc	ETF	20.0%	0.25%
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	17.5%	0.19%
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	17.5%	0.35%
FLXK.XETRA Franklin FTSE Korea UCITS ETF • IE00BHZRR030	IE00BHZRR030	Acc	ETF	12.5%	0.09%
LBNK.XETRA Amundi STOXX Europe 600 Banks UCITS ETF Acc • LU1834983477	LU1834983477	Acc	ETF	12.5%	0.3%
FLXT.XETRA Franklin FTSE Taiwan UCITS ETF EUR • IE000CM02H85	IE000CM02H85	Acc	ETF	12.0%	0.19%
FLXJ.XETRA Franklin FTSE Japan UCITS ETF (Acc) • IE000D0T0BO1	IE000D0T0BO1	Acc	ETF	8.0%	0.09%
Total		Total			100.0%	0.22%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €19,886.81

Show individual assets

Histogram of Monthly Returns

The portfolio had a positive return during 19 of the 28 months (68%)

Monthly Returns Heatmap

Best month: +20.6% • Worst month: -10.7% • Best year: 2026 (+45.4%) • Worst year: 2024 (+2.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+9.9%	+6.5%	-10.0%	+20.6%	+17.8%	+5.6%	-10.7%	+4.8%	+5.3%	-6.6%	-	-	+45.4%
2025	+4.8%	+0.0%	-6.4%	-3.1%	+8.0%	+4.2%	+4.3%	+0.4%	+6.3%	+9.2%	-1.0%	+4.0%	+33.8%
2024	-	-	-	-	-	-	+2.3%	-2.2%	+0.0%	-0.7%	+3.0%	-0.1%	+2.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +22.06% • The longest drawdown period lasted for 4 months and was between February 2025 and July 2025. It reached a trough of -22.1%.

Detailed Metrics

Returns

Total Return

+98.87%

Annualized Return

+36.45%

Avg Monthly Return

+2.72%

Risk

Volatility (Annual)

+22.13%

Max Drawdown

+22.06%

Positive Months

68%

Average Drawdown

-4.2%

Risk-Adjusted

Sharpe Ratio

1.56

Risk-free rate: 2.0%

Sortino Ratio

1.52

Downside risk adjusted

Return/Volatility

1.65

Calmar Ratio

1.65

Return/Max Drawdown

Ulcer Index

5.28

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€19,886.81

Backtest Period

2024-07-30 to 2026-10-16
2.2 years

Rebalancing

none

Base Currency

EUR