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Global Barbell Portfolio

Created byuser-r2wv47

Monthly Rebalancing

USD

Moderate Risk

2.6yr backtest

Analyse this portfolio

Compare Optimize FIREFIRE Projection

Performance Summary

Total Return+38.63%

Annualized Return+13.32%

Volatility+10.01%

Sharpe Ratio1.13

Max Drawdown+9.20%

Holdings

Asset Allocation

Asset Class

Equity 55.0%Bonds 30.0%Precious Metals 15.0%

Holdings Details

A diversified ETF portfolio blending US stocks, long-term Treasuries, global equities, and gold for robust, all-weather growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	40.0%	0.07%
DTLA.LSE iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) • IE00BFM6TC58	IE00BFM6TC58	Acc	ETF	30.0%	0.07%
EXUS.LSE Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	15.0%	0.15%
GLD.US SPDR® Gold Shares • US78463V1070	US78463V1070	Acc	ETF	15.0%	0.4%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $13,863.29

Show individual assets

Histogram of Monthly Returns

The portfolio had a positive return during 24 of the 32 months (75%)

Monthly Returns Heatmap

Best month: +5.3% • Worst month: -6.9% • Best year: 2025 (+21.8%) • Worst year: 2026 (+4.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.5%	+3.1%	-6.9%	+5.3%	+2.7%	-1.8%	-1.5%	+3.8%	-3.2%	+1.2%	-	-	+4.6%
2025	+3.0%	+0.3%	-1.1%	+0.9%	+2.5%	+3.2%	+0.9%	+1.7%	+4.5%	+2.3%	+1.0%	+0.8%	+21.8%
2024	-	-	+1.8%	-3.2%	+2.7%	+3.0%	+2.2%	+2.4%	+2.3%	-1.9%	+2.3%	-2.8%	+8.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.20% • The longest drawdown period lasted for 2 months and was between February 2025 and May 2025. It reached a trough of -9.2%.

Detailed Metrics

Returns

Total Return

+38.63%

Annualized Return

+13.32%

Avg Monthly Return

+1.06%

Risk

Volatility (Annual)

+10.01%

Max Drawdown

+9.20%

Positive Months

75%

Average Drawdown

-1.7%

Risk-Adjusted

Sharpe Ratio

1.13

Risk-free rate: 2.0%

Sortino Ratio

1.11

Downside risk adjusted

Return/Volatility

1.33

Calmar Ratio

1.45

Return/Max Drawdown

Ulcer Index

2.02

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$13,863.29

Backtest Period

2024-03-06 to 2026-10-16
2.6 years

Rebalancing

monthly

Base Currency

USD