HomePortfoliosIron Dome Energy Alt Monthly

Iron Dome Energy Alt Monthly

Monthly Rebalancing
EUR
Moderate Risk
3.3yr backtest

Performance Summary

Total Return+140.25%
Annualized Return+30.18%
Volatility+12.98%
Sharpe Ratio2.17
Max Drawdown+10.78%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio blending defense, gold, utilities, semiconductors, banks, and hydrogen for balanced global exposure and thematic growth.
AssetTypeAllocationTER
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
25.0%0.55%
GOLD.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
20.0%0.12%
WELD.XETRA
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) • IE000PMX0MW6
ETF
20.0%0.18%
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
15.0%0.35%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390
ETF
10.0%0.3%
ANRJ.PA
Amundi Global Hydrogen UCITS ETF Acc • FR0010930644
ETF
10.0%0.45%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €24,025.25
Histogram of Monthly Returns
The portfolio had a positive return during 29 of the 41 months (71%)
Monthly Returns Heatmap
Best month: +10.3% • Worst month: -6.1% • Best year: 2025 (+43.3%) • Worst year: 2023 (+7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.3%+3.6%-6.1%+6.5%+3.1%-2.6%-2.2%+2.9%-0.9%-0.7%--+13.7%
2025+4.5%+1.8%+1.0%+1.8%+6.8%+1.5%+5.7%-0.8%+8.3%+6.0%-1.2%+1.5%+43.3%
2024+2.8%+5.6%+7.1%+0.7%+3.7%+0.9%+1.9%+1.2%+2.6%+3.2%+2.6%-0.2%+37.0%
2023------0.3%+3.2%-0.9%-1.4%-0.2%+5.1%+2.1%+7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +10.78% • The longest drawdown period lasted for 2 months and was between August 2023 and October 2023. It reached a trough of -4.4%.
When could this portfolio get you to financial independence?

Iron Dome Energy Alt Monthly returned +30.18% 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
+140.25%
Annualized Return
+30.18%
Avg Monthly Return
+2.21%
Risk
Volatility (Annual)
+12.98%
Max Drawdown
+10.78%
Positive Months
71%
Average Drawdown
-1.8%
Risk-Adjusted
Sharpe Ratio
2.17
Risk-free rate: 2.0%
Sortino Ratio
2.10
Downside risk adjusted
Return/Volatility
2.33
Calmar Ratio
2.80
Return/Max Drawdown
Ulcer Index
2.06
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€24,025.25
Backtest Period
2023-06-20 to 2026-10-16
3.3 years
Rebalancing
monthly
Base Currency
EUR