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ALL PORFOLIO

Created byuser-xzokb7
Annual Rebalancing
EUR
Low Risk
Multi-currency
1.0yr backtest
Analyse this portfolio
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Performance Summary

Total Return+6.74%
Annualized Return+6.58%
Volatility+8.98%
Sharpe Ratio0.51
Max Drawdown+6.30%

Holdings

Asset Allocation

Asset Class

Equity 46.0%Bonds 43.0%Precious Metals 11.0%
Holdings Details
Balanced portfolio of Italian government bonds, global equity ETFs, and gold for steady growth and stability across all market conditions.
AssetTypeAllocationTER
IS0M.XETRA
iShares Italy Government Bond UCITS ETF EUR (Dist) • IE00B7LW6Y90
ETF
43.0%0.2%
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
30.0%0.19%
SGLD.AS
Invesco Physical Gold ETC • IE00B579F325
ETC
9.0%0.12%
LU2702309548
AMSelect - Wellington Global Equity Classic EUR Capitalisation • LU2702309548
FUND
5.0%1.65%
AMZ.XETRA
Amazon.com Inc • US0231351067
STOCK
4.0%0%
0ONG.LSE
Leonardo SpA • IT0003856405
STOCK
3.5%0%
EUDF.XETRA
WisdomTree Europe Defence UCITS ETF EUR Unhedged Acc • IE0002Y8CX98
ETF
2.0%0.4%
PHAG.AS
WisdomTree Physical Silver EUR • JE00B1VS3333
ETF
2.0%0.49%
NKLR.US
Terra Innovatum Global N.V. Ordinary shares • NL0015002Q12
STOCK
1.0%0%
8TI.XETRA
Stellantis NV • NL00150001Q9
STOCK
0.5%0%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,674.45
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 13 months (62%)
Monthly Returns Heatmap
Best month: +3.6% • Worst month: -4.8% • Best year: 2026 (+4.9%) • Worst year: 2025 (+1.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.5%+1.0%-4.8%+3.6%+3.2%-1.8%-0.1%+1.5%-1.6%+0.6%--+4.9%
2025---------+1.3%-0.4%+0.8%+1.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.30% • The longest drawdown period lasted for 3 months and was between January 2026 and May 2026. It reached a trough of -6.3%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (43.0% of total allocation)

Total Dividends Received

€123.09

2 payments

Dividend Yield

1.15%

(annualized)

Avg Per Payment

€61.55

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
2026€62.85
2025€60.24
Total€123.09

Detailed Metrics

Returns
Total Return
+6.74%
Annualized Return
+6.58%
Avg Monthly Return
+0.53%
Risk
Volatility (Annual)
+8.98%
Max Drawdown
+6.30%
Positive Months
62%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
0.51
Risk-free rate: 2.0%
Sortino Ratio
0.53
Downside risk adjusted
Return/Volatility
0.73
Calmar Ratio
1.04
Return/Max Drawdown
Ulcer Index
1.92
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,674.45
Backtest Period
2025-10-06 to 2026-10-15
1.0 years
Rebalancing
annual
Base Currency
EUR