None Rebalancing
EUR
Moderate Risk
3.4yr backtest

Performance Summary

Total Return+84.23%
Annualized Return+19.46%
Volatility+18.14%
Sharpe Ratio0.96
Max Drawdown+20.66%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Cryptocurrencies 15.0%
Holdings Details
Diversified ETF portfolio targeting global equities, strategic metals, energy, and Bitcoin for growth across key sectors and regions.
AssetTypeAllocationTER
G2X.XETRA
VanEck Gold Miners UCITS ETF • IE00BQQP9F84
ETF
20.0%0.53%
BTC-EUR
Bitcoin EUR Price
CRYPTO
15.0%-
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
15.0%0.55%
IS0D.XETRA
iShares Oil & Gas Exploration & Production UCITS ETF • IE00B6R51Z18
ETF
10.0%0.55%
VVMX.XETRA
VanEck Rare Earth and Strategic Metals UCITS ETF A • IE0002PG6CA6
ETF
10.0%0.59%
PRAJ.XETRA
Amundi Index Solutions - Amundi Prime Japan UCITS ETF DR (C) • LU2089238385
ETF
10.0%0.05%
AMEA.XETRA
Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C) • LU1681044480
ETF
8.0%0.2%
XCS6.XETRA
Xtrackers MSCI China UCITS ETF 1C • LU0514695690
ETF
8.0%0.65%
0NR2.LSE
Vallourec • FR0013506730
STOCK
2.0%0%
4COP.XETRA
Global X Copper Miners UCITS ETF USD Accumulating • IE0003Z9E2Y3
ETF
2.0%0.55%
Total100.0%0.39%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €18,423.48
Histogram of Monthly Returns
The portfolio had a positive return during 27 of the 42 months (64%)
Monthly Returns Heatmap
Best month: +15.4% • Worst month: -10.8% • Best year: 2024 (+45.5%) • Worst year: 2026 (-9.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.9%+3.7%-9.4%+5.3%-0.4%-10.8%-3.1%------9.8%
2025+8.4%-9.3%-2.4%+1.4%+9.8%+1.9%+8.2%+0.9%+10.1%+2.4%-5.9%+0.1%+26.3%
2024+0.2%+11.1%+11.7%-3.4%+3.4%-2.5%+1.4%-4.7%+5.4%+6.8%+15.4%-4.4%+45.5%
2023--3.6%+4.2%-0.9%-2.2%+3.7%+2.6%-3.5%+1.6%+3.0%+2.8%+3.5%+11.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.66% • The longest drawdown period lasted for 5 months and was between January 2026 and July 2026. It reached a trough of -20.6%.
When could this portfolio get you to financial independence?

Infra returned +19.46% a year over the 3 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+84.23%
Annualized Return
+19.46%
Avg Monthly Return
+1.63%
Risk
Volatility (Annual)
+18.14%
Max Drawdown
+20.66%
Positive Months
64%
Average Drawdown
-5.2%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.94
Downside risk adjusted
Return/Volatility
1.07
Calmar Ratio
0.94
Return/Max Drawdown
Ulcer Index
6.57
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€18,423.48
Backtest Period
2023-02-08 to 2026-07-17
3.4 years
Rebalancing
none
Base Currency
EUR