HomePortfoliosMad Gol III

Mad Gol III

Created byuser-julfmc
None Rebalancing
EUR
Moderate Risk
Multi-currency
2.0yr backtest
Analyse this portfolio
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Performance Summary

Total Return+35.63%
Annualized Return+16.50%
Volatility+13.47%
Sharpe Ratio1.08
Max Drawdown+18.94%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Commodities 20.0%Cryptocurrencies 10.0%
Holdings Details
Diversified income ETF portfolio blending US equities, oil, and bitcoin exposure with covered-call strategies for high yield and growth.
AssetTypeAllocationTER
5PAH.XETRA
Global X S&P 500 Annual Tail Hedge UCITS ETF USD Accumulating • IE000HGH8PV2
ETF
20.0%0.5%
DIVO.US
Amplify CWP Enhanced Dividend Income ETF • US0321084099
ETF
10.0%0.55%
QQQI.US
NEOS Nasdaq 100 High Income ETF • US78433H6751
ETF
10.0%0.68%
USOY.US
Defiance Oil Enhanced Options Income ETF • US88636J3784
ETF
10.0%0.99%
BTCI.US
NEOS Bitcoin High Income ETF • US78433H6421
ETF
10.0%0.68%
JEPQ.US
JPMorgan Nasdaq Equity Premium Income ETF • US46654Q2030
ETF
10.0%0.35%
SCJAX.US
STEWARD COVERED CALL INCOME FUND CLASS A • US8603247144
FUND
10.0%1.25%
USO.US
United States Oil Fund LP • US91232N2071
ETF
10.0%0.6%
XDDX.LSE
Xtrackers DAX ESG Screened UCITS ETF 1D • LU0838782315
ETF
10.0%0.09%
Total100.0%0.62%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,563.34
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 25 months (60%)
Monthly Returns Heatmap
Best month: +8.3% • Worst month: -5.7% • Best year: 2026 (+28.1%) • Worst year: 2025 (-2.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.1%+0.3%+8.1%+6.2%-0.4%-3.8%+3.4%+3.0%+4.8%+2.9%--+28.1%
2025+5.0%-3.1%-5.7%-5.7%+4.9%-0.1%+5.2%-1.9%+1.2%+1.8%-2.0%-1.3%-2.5%
2024----------0.8%+8.3%+1.1%+8.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.94% • The longest drawdown period lasted for 1 year and 1 month and was between January 2025 and March 2026. It reached a trough of -18.9%.

Dividend Income

Summary
This portfolio contains 8 distributing ETFs (80.0% of total allocation)

Total Dividends Received

€2,971.10

200 payments

Dividend Yield

13.37%

(annualized)

Avg Per Payment

€14.86

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€1,083.15
2025€1,546.06
2024€341.90
Total€2,971.10

Detailed Metrics

Returns
Total Return
+35.63%
Annualized Return
+16.50%
Avg Monthly Return
+1.30%
Risk
Volatility (Annual)
+13.47%
Max Drawdown
+18.94%
Positive Months
60%
Average Drawdown
-5.7%
Risk-Adjusted
Sharpe Ratio
1.08
Risk-free rate: 2.0%
Sortino Ratio
1.02
Downside risk adjusted
Return/Volatility
1.22
Calmar Ratio
0.87
Return/Max Drawdown
Ulcer Index
6.53
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,563.34
Backtest Period
2024-10-17 to 2026-10-16
2.0 years
Rebalancing
none
Base Currency
EUR