HomePortfoliosBalanced Dividend Growth Last

Balanced Dividend Growth Last

Created byuser-xwe79g
Annual Rebalancing
EUR
Low Risk
Multi-currency
0.5yr backtest
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Performance Summary

Total Return+8.04%
Annualized Return+17.30%
Volatility+6.76%
Sharpe Ratio2.26
Max Drawdown+2.63%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global dividend portfolio: 90% equity ETFs from developed and emerging markets for diversified income and growth potential.
AssetTypeAllocationTER
TDIV.LSE
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
10.0%0.38%
WQDS.LSE
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist) • IE00BYYHSQ67
ETF
10.0%0.38%
FGEQ.XETRA
Fidelity Global Quality Income UCITS ETF INC-USD • IE00BYXVGZ48
ETF
10.0%0.4%
LDME.LSE
L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist • IE00BMYDMC42
ETF
10.0%0.45%
VHYL.LSE
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10
ETF
10.0%0.29%
LDGL.XETRA
L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1
ETF
10.0%0.29%
ISPA.XETRA
iShares STOXX Global Select Dividend 100 UCITS ETF (DE) • DE000A0F5UH1
ETF
10.0%0.46%
TDVX.XETRA
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A • IE000QYDXKV5
ETF
10.0%0.38%
SDIP.LSE
Global X SuperDividend UCITS ETF Distributing • IE00077FRP95
ETF
10.0%0.45%
SEDY.LSE
iShares Emerging Markets Dividend UCITS ETF • IE00B652H904
ETF
10.0%0.65%
Total100.0%0.41%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,803.99
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 7 months (86%)
Monthly Returns Heatmap
Best month: +3.1% • Worst month: -0.8% • Best year: 2026 (+8.0%) • Worst year: 2026 (+8.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026---+0.1%+1.6%+0.7%+3.1%+1.1%-0.8%+2.1%--+8.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +2.63% • The longest drawdown period lasted for 1 month and was between September 2026 and October 2026. It reached a trough of -2.6%.

Dividend Income

Summary
This portfolio contains 9 distributing ETFs (90.0% of total allocation)

Total Dividends Received

€137.42

24 payments

Dividend Yield

2.72%

(annualized)

Avg Per Payment

€5.73

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€137.42
Total€137.42

Detailed Metrics

Returns
Total Return
+8.04%
Annualized Return
+17.30%
Avg Monthly Return
+1.12%
Risk
Volatility (Annual)
+6.76%
Max Drawdown
+2.63%
Positive Months
86%
Average Drawdown
-0.7%
Risk-Adjusted
Sharpe Ratio
2.26
Risk-free rate: 2.0%
Sortino Ratio
2.65
Downside risk adjusted
Return/Volatility
2.56
Calmar Ratio
6.58
Return/Max Drawdown
Ulcer Index
0.78
Drawdown depth & duration
Martin Ratio
0.20
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,803.99
Backtest Period
2026-04-22 to 2026-10-16
0.5 years
Rebalancing
annual
Base Currency
EUR