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European Portfolio

Created byuser-dge5i0
Annual Rebalancing
EUR
Moderate Risk
1.0yr backtest
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Performance Summary

Total Return+20.01%
Annualized Return+19.61%
Volatility+14.28%
Sharpe Ratio1.23
Max Drawdown+8.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio combining world stocks, momentum, leveraged, and small-cap funds for balanced growth potential.
AssetTypeAllocationTER
VGWL.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Distributing • IE00B3RBWM25
ETF
50.0%0.19%
XDEM.XETRA
Xtrackers MSCI World Momentum UCITS ETF 1C • IE00BL25JP72
ETF
20.0%0.25%
LWLD.PA
Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4
ETF
15.0%0.6%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
15.0%0.35%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,000.92
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 13 months (69%)
Monthly Returns Heatmap
Best month: +11.2% • Worst month: -6.5% • Best year: 2026 (+18.3%) • Worst year: 2025 (+1.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.6%+1.9%-6.5%+11.2%+6.7%+3.1%-3.4%+1.9%+2.2%-0.7%--+18.3%
2025---------+1.1%-0.4%+0.7%+1.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.14% • The longest drawdown period lasted for 2 months and was between October 2025 and December 2025. It reached a trough of -4.3%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (50.0% of total allocation)

Total Dividends Received

€76.07

4 payments

Dividend Yield

0.68%

(annualized)

Avg Per Payment

€19.02

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€59.47
2025€16.60
Total€76.07

Detailed Metrics

Returns
Total Return
+20.01%
Annualized Return
+19.61%
Avg Monthly Return
+1.50%
Risk
Volatility (Annual)
+14.28%
Max Drawdown
+8.14%
Positive Months
69%
Average Drawdown
-1.9%
Risk-Adjusted
Sharpe Ratio
1.23
Risk-free rate: 2.0%
Sortino Ratio
1.28
Downside risk adjusted
Return/Volatility
1.37
Calmar Ratio
2.41
Return/Max Drawdown
Ulcer Index
2.22
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,000.92
Backtest Period
2025-10-09 to 2026-10-16
1.0 years
Rebalancing
annual
Base Currency
EUR