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My portu with silver

Created byuser-qmeje8
None Rebalancing
EUR
Moderate Risk
2.0yr backtest
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Performance Summary

Total Return+69.32%
Annualized Return+30.43%
Volatility+18.88%
Sharpe Ratio1.51
Max Drawdown+17.07%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
Diversified ETF portfolio blending global equities, tech, energy, and precious metals for broad market exposure and growth potential.
AssetTypeAllocationTER
LEER.XETRA
Amundi MSCI Eastern Europe Ex Russia UCITS ETF Acc • LU1900066462
ETF
10.0%0.5%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
10.0%0.3%
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
10.0%0.07%
XDW0.XETRA
Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91
ETF
10.0%0.25%
XMK9.XETRA
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged • LU0659580079
ETF
10.0%0.4%
ASWC.XETRA
HANetf Future of Defence UCITS ETF • IE000OJ5TQP4
ETF
10.0%0.49%
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
10.0%0.35%
G2X.XETRA
VanEck Gold Miners UCITS ETF • IE00BQQP9F84
ETF
10.0%0.53%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
10.0%0.25%
PPFD.STU
iShares Physical Silver ETC • IE00B4NCWG09
ETF
10.0%0.2%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €16,931.64
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 25 months (64%)
Monthly Returns Heatmap
Best month: +11.8% • Worst month: -8.6% • Best year: 2025 (+42.7%) • Worst year: 2024 (-0.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+11.8%+1.3%-8.6%+7.4%+6.2%-1.1%-4.5%+6.6%+1.6%-1.2%--+19.3%
2025+6.5%-1.3%-1.4%-2.8%+6.0%+3.4%+3.5%+1.8%+8.0%+4.8%+1.7%+6.6%+42.7%
2024----------2.7%+3.5%-1.3%-0.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +17.07% • The longest drawdown period lasted for 3 months and was between February 2025 and June 2025. It reached a trough of -17.1%.

Detailed Metrics

Returns
Total Return
+69.32%
Annualized Return
+30.43%
Avg Monthly Return
+2.23%
Risk
Volatility (Annual)
+18.88%
Max Drawdown
+17.07%
Positive Months
64%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.51
Risk-free rate: 2.0%
Sortino Ratio
1.35
Downside risk adjusted
Return/Volatility
1.61
Calmar Ratio
1.78
Return/Max Drawdown
Ulcer Index
4.10
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€16,931.64
Backtest Period
2024-10-21 to 2026-10-15
2.0 years
Rebalancing
none
Base Currency
EUR