HomePortfoliosBeursadvies

Beursadvies

Created byuser-ydolqm
Monthly Rebalancing
USD
High Risk
Multi-currency
0.5yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+37.47%
Annualized Return+83.19%
Volatility+30.50%
Sharpe Ratio2.66
Max Drawdown+12.08%

Holdings

Asset Allocation

Asset Class

Equity 82.0%Money Market 13.0%Cryptocurrencies 5.0%
Holdings Details
Growth-driven portfolio of 75% equities in US tech, fintech, and healthcare innovators, balanced with a 13% euro money market buffer.
AssetTypeAllocationTER
PJEU.XETRA
Invesco Euro Cash 3 Months UCITS ETF Acc • IE00B3BPCH51
ETF
13.0%0.09%
SOFI.US
SoFi Technologies Inc. • US83406F1021
STOCK
12.0%0%
AMD.US
Advanced Micro Devices Inc • US0079031078
STOCK
12.0%0%
HIMS.US
Hims Hers Health Inc • US4330001060
STOCK
10.0%0%
META.US
Meta Platforms Inc. • US30303M1027
STOCK
9.0%0%
ZETA.US
Zeta Global Holdings Corp • US98956A1051
STOCK
9.0%0%
SMCI.US
Super Micro Computer Inc • US86800U3023
STOCK
6.0%0%
CELH.US
Celsius Holdings Inc • US15118V2079
STOCK
6.0%0%
WSE.US
Wise Group plc Class A Ordinary Shares • JE00BQKY0816
STOCK
6.0%0%
NOA3.XETRA
Nokia Corporation • FI0009000681
STOCK
5.0%0%
PLTR.US
Palantir Technologies Inc. • US69608A1088
STOCK
5.0%0%
IBIT.US
iShares Bitcoin Trust • US46438F1012
ETF
5.0%0.12%
DUOL.US
Duolingo Inc • US26603R1068
STOCK
2.0%0%
Total100.0%0.02%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $13,746.68
Histogram of Monthly Returns
The portfolio had a positive return during 4 of the 7 months (57%)
Monthly Returns Heatmap
Best month: +17.9% • Worst month: -5.2% • Best year: 2026 (+37.5%) • Worst year: 2026 (+37.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026---+17.9%+14.0%-3.6%-4.9%+13.3%+3.9%-5.2%--+37.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.08% • The longest drawdown period lasted for 2 months and was between June 2026 and August 2026. It reached a trough of -12.1%.

Detailed Metrics

Returns
Total Return
+37.47%
Annualized Return
+83.19%
Avg Monthly Return
+5.06%
Risk
Volatility (Annual)
+30.50%
Max Drawdown
+12.08%
Positive Months
57%
Average Drawdown
-3.5%
Risk-Adjusted
Sharpe Ratio
2.66
Risk-free rate: 2.0%
Sortino Ratio
2.81
Downside risk adjusted
Return/Volatility
2.73
Calmar Ratio
6.89
Return/Max Drawdown
Ulcer Index
4.00
Drawdown depth & duration
Martin Ratio
0.20
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$13,746.68
Backtest Period
2026-04-07 to 2026-10-16
0.5 years
Rebalancing
monthly
Base Currency
USD