HomePortfoliosDream Team

Dream Team

Created byuser-dqaxw8
Annual Rebalancing
EUR
Low Risk
Multi-currency
0.8yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+20.93%
Annualized Return+25.56%
Volatility+8.12%
Sharpe Ratio2.90
Max Drawdown+5.75%

Holdings

Asset Allocation

Asset Class

Equity 81.0%Precious Metals 10.0%Bonds 9.0%
Holdings Details
Diversified ETF portfolio blending global equities, value and small-cap factors, gold, and defensive sectors like healthcare and utilities for all-weather growth.
AssetTypeAllocationTER
IWDA.LSE
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
21.0%0.2%
IS3S.XETRA
iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59
ETF
10.0%0.25%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
10.0%0%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
10.0%0.75%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
HLTW.PA
Amundi MSCI World Health Care UCITS ETF EUR Acc • LU0533033238
ETF
6.0%0.3%
XDW0.XETRA
Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91
ETF
6.0%0.25%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
6.0%0.18%
XDWU.XETRA
Xtrackers MSCI World Utilities UCITS ETF 1C • IE00BM67HQ30
ETF
6.0%0.25%
XDWS.XETRA
Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09
ETF
6.0%0.25%
CATB.LSE
HANetf KRC Cat Bond UCITS ETF (Acc) • IE000UWJUW87
ETF
5.0%1.28%
LYQ6.XETRA
Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385
ETF
4.0%0.15%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,093.41
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 11 months (82%)
Monthly Returns Heatmap
Best month: +5.3% • Worst month: -3.5% • Best year: 2026 (+19.7%) • Worst year: 2025 (+1.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.0%+5.3%-3.5%+3.6%+3.1%+0.8%-0.2%+2.3%+0.8%+2.3%--+19.7%
2025-----------+1.1%+1.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.75% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -5.8%.

Detailed Metrics

Returns
Total Return
+20.93%
Annualized Return
+25.56%
Avg Monthly Return
+1.77%
Risk
Volatility (Annual)
+8.12%
Max Drawdown
+5.75%
Positive Months
82%
Average Drawdown
-1.1%
Risk-Adjusted
Sharpe Ratio
2.90
Risk-free rate: 2.0%
Sortino Ratio
2.92
Downside risk adjusted
Return/Volatility
3.15
Calmar Ratio
4.45
Return/Max Drawdown
Ulcer Index
1.37
Drawdown depth & duration
Martin Ratio
0.17
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,093.41
Backtest Period
2025-12-15 to 2026-10-16
0.8 years
Rebalancing
annual
Base Currency
EUR