HomePortfoliosMy Accelerated Weird Portfolio Alt

My Accelerated Weird Portfolio Alt

Created byuser-r3xwsa
Annual Rebalancing
EUR
Moderate Risk
1.5yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+16.95%
Annualized Return+10.69%
Volatility+10.12%
Sharpe Ratio0.86
Max Drawdown+9.38%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Precious Metals 20.0%Cryptocurrencies 5.0%
Holdings Details
Diversified ETF portfolio blending low-volatility global stocks, gold, momentum, small caps, and Bitcoin for balanced growth in all markets.
AssetTypeAllocationTER
IQQ0.XETRA
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14
ETF
50.0%0.3%
GOLD.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
20.0%0.12%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
15.0%0.25%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
5.0%0.35%
2BTC.XETRA
21shares Bitcoin ETP • CH0454664001
ETF
5.0%1.49%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
5.0%0.75%
Total100.0%0.34%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,694.88
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 19 months (63%)
Monthly Returns Heatmap
Best month: +3.4% • Worst month: -4.7% • Best year: 2026 (+10.9%) • Worst year: 2025 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.7%+3.4%-4.7%+2.1%+2.1%-0.1%-0.7%+3.4%+0.5%+1.9%--+10.9%
2025----2.8%+2.6%-2.3%+2.8%-0.6%+3.3%+1.8%+1.1%-0.4%+5.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.38% • The longest drawdown period lasted for 5 months and was between March 2026 and August 2026. It reached a trough of -6.9%.

Detailed Metrics

Returns
Total Return
+16.95%
Annualized Return
+10.69%
Avg Monthly Return
+0.85%
Risk
Volatility (Annual)
+10.12%
Max Drawdown
+9.38%
Positive Months
63%
Average Drawdown
-1.9%
Risk-Adjusted
Sharpe Ratio
0.86
Risk-free rate: 2.0%
Sortino Ratio
0.82
Downside risk adjusted
Return/Volatility
1.06
Calmar Ratio
1.14
Return/Max Drawdown
Ulcer Index
2.30
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,694.88
Backtest Period
2025-04-01 to 2026-10-16
1.5 years
Rebalancing
annual
Base Currency
EUR