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Attuale

Maintain for 15 years, global core, max 3% satellite tilt for safety (lower P/E), plus a small boost.

Created byuser-i68mwo
Monthly Rebalancing
EUR
Low Risk
0.2yr backtest
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Performance Summary

Total Return+2.32%
Annualized Return+15.80%
Volatility+9.31%
Sharpe Ratio1.48
Max Drawdown+1.90%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% global equity ETF portfolio blending all-cap, high dividend, and momentum funds for diversified long-term growth over 15 years.
AssetTypeAllocationTER
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
82.0%0.07%
VGWE.XETRA
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626
ETF
12.0%0.29%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
6.0%0.25%
Total100.0%0.11%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,231.57
Histogram of Monthly Returns
The portfolio had a positive return during 3 of the 3 months (100%)
Monthly Returns Heatmap
Best month: +1.5% • Worst month: +0.4% • Best year: 2026 (+2.3%) • Worst year: 2026 (+2.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-------+0.4%+1.5%+0.4%--+2.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +1.90% • The longest drawdown period lasted for 18 days and was between August 2026 and September 2026. It reached a trough of -1.9%.

Detailed Metrics

Returns
Total Return
+2.32%
Annualized Return
+15.80%
Avg Monthly Return
+0.77%
Risk
Volatility (Annual)
+9.31%
Max Drawdown
+1.90%
Positive Months
100%
Average Drawdown
-0.9%
Risk-Adjusted
Sharpe Ratio
1.48
Risk-free rate: 2.0%
Sortino Ratio
1.63
Downside risk adjusted
Return/Volatility
1.70
Calmar Ratio
8.32
Return/Max Drawdown
Ulcer Index
0.84
Drawdown depth & duration
Martin Ratio
0.17
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,231.57
Backtest Period
2026-08-20 to 2026-10-16
0.2 years
Rebalancing
monthly
Base Currency
EUR