HomePortfoliosJust Dividends

Just Dividends

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

Performance Summary

Total Return+13.11%
Annualized Return+17.85%
Volatility+8.00%
Sharpe Ratio1.98
Max Drawdown+4.89%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global dividend-focused ETF portfolio blending world, European and US equity with covered call income ETFs for steady growth and reliable income.
AssetTypeAllocationTER
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
40.0%0.38%
LDGL.XETRA
L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1
ETF
25.0%0.29%
XSX7.XETRA
Xtrackers Stoxx Europe 600 UCITS ETF 1D • LU2581375156
ETF
10.0%0.07%
JEQP.XETRA
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) • IE000U9J8HX9
ETF
10.0%0.35%
JGPI.XETRA
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) • IE0003UVYC20
ETF
10.0%0.35%
O.US
Realty Income Corporation • US7561091049
STOCK
5.0%0%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,311.06
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 10 months (80%)
Monthly Returns Heatmap
Best month: +5.8% • Worst month: -3.4% • Best year: 2026 (+13.0%) • Worst year: 2026 (+13.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.2%+5.8%-3.4%+2.4%+0.7%+2.1%+3.2%+0.9%-1.2%+1.8%--+13.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +4.89% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -4.9%.

Dividend Income

Summary
This portfolio contains 5 distributing ETFs (95.0% of total allocation)

Total Dividends Received

€400.06

41 payments

Dividend Yield

4.98%

(annualized)

Avg Per Payment

€9.76

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€400.07
Total€400.06

Detailed Metrics

Returns
Total Return
+13.11%
Annualized Return
+17.85%
Avg Monthly Return
+1.26%
Risk
Volatility (Annual)
+8.00%
Max Drawdown
+4.89%
Positive Months
80%
Average Drawdown
-1.3%
Risk-Adjusted
Sharpe Ratio
1.98
Risk-free rate: 2.0%
Sortino Ratio
1.98
Downside risk adjusted
Return/Volatility
2.23
Calmar Ratio
3.65
Return/Max Drawdown
Ulcer Index
1.41
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,311.06
Backtest Period
2026-01-15 to 2026-10-16
0.8 years
Rebalancing
annual
Base Currency
EUR