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Diversificada

Created byuser-xyd00k
None Rebalancing
EUR
Moderate Risk
Multi-currency
2.6yr backtest
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Performance Summary

Total Return+75.70%
Annualized Return+24.31%
Volatility+14.56%
Sharpe Ratio1.53
Max Drawdown+12.70%

Holdings

Asset Allocation

Asset Class

Equity 48.0%Precious Metals 45.0%Commodities 7.0%
Holdings Details
Gold-heavy diversified portfolio pairing 45% precious metals with global equities and commodities for inflation protection and growth.
AssetTypeAllocationTER
EGLN.LSE
iShares Physical Gold ETC • IE00B4ND3602
ETF
45.0%0.12%
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
19.0%0.03%
EXUS.XETRA
Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4
ETF
18.0%0.15%
CMOD.LSE
Invesco Bloomberg Commodity UCITS ETF Acc • IE00BD6FTQ80
ETF
7.0%0.19%
GAW.LSE
Games Workshop Group PLC • GB0003718474
STOCK
6.0%0%
G2X.XETRA
VanEck Gold Miners UCITS ETF • IE00BQQP9F84
ETF
5.0%0.53%
Total100.0%0.13%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,570.08
Histogram of Monthly Returns
The portfolio had a positive return during 25 of the 32 months (78%)
Monthly Returns Heatmap
Best month: +8.5% • Worst month: -7.8% • Best year: 2025 (+35.3%) • Worst year: 2026 (+7.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.2%+5.4%-7.8%+1.8%+1.2%-5.3%-1.0%+8.5%-3.6%+0.9%--+7.2%
2025+7.0%+0.3%+0.9%-0.4%+1.6%-1.4%+2.9%+1.9%+7.2%+4.5%+5.4%+1.1%+35.3%
2024--+3.2%+2.0%+0.8%+2.1%+1.4%+0.7%+3.0%+4.2%+3.3%-1.3%+21.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.70% • The longest drawdown period lasted for 7 months and was between March 2026 and October 2026. It reached a trough of -12.7%.

Detailed Metrics

Returns
Total Return
+75.70%
Annualized Return
+24.31%
Avg Monthly Return
+1.84%
Risk
Volatility (Annual)
+14.56%
Max Drawdown
+12.70%
Positive Months
78%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
1.53
Risk-free rate: 2.0%
Sortino Ratio
1.48
Downside risk adjusted
Return/Volatility
1.67
Calmar Ratio
1.91
Return/Max Drawdown
Ulcer Index
4.37
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,570.08
Backtest Period
2024-03-14 to 2026-10-16
2.6 years
Rebalancing
none
Base Currency
EUR