Home PortfoliosMyLongTermIncome

MyLongTermIncome

Created byuser-xwe79g

Monthly Rebalancing

EUR

High Risk

Multi-currency

0.4yr backtest

Analyse this portfolio

CompareFIREFIRE Projection

Performance Summary

Total Return+8.68%

Annualized Return+20.77%

Volatility+25.41%

Sharpe Ratio0.74

Max Drawdown+14.14%

Holdings

Asset Allocation

Asset Class

Equity 91.7%Bonds 8.3%

Holdings Details

Diversified ETF portfolio blending US tech, global dividends, single-stock options, and bonds for balanced growth and income across world markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
EQQQ.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012	IE0032077012	Dist	ETF	8.7%	0.3%
AMDI.LSE IncomeShares AMD Options ETP • XS3068775694	XS3068775694	Dist	ETF	8.3%	0.49%
EUHD.PA Invesco EURO STOXX High Dividend Low Volatility UCITS ETF • IE00BZ4BMM98	IE00BZ4BMM98	Dist	ETF	8.3%	0.3%
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594	NL0011683594	Dist	ETF	8.3%	0.38%
YMUI.LSE Micron (MU) Options ETP • XS3337374691	XS3337374691	Acc	ETF	8.3%	-
HMWD.LSE HSBC MSCI World UCITS ETF USD • IE00B4X9L533	IE00B4X9L533	Dist	ETF	8.3%	0.15%
INTY.LSE IncomeShares Intel (INTC) Options ETP • XS3299468515	XS3299468515	Dist	ETF	8.3%	0.75%
YMRV.LSE MARVELL TECHNOLOGY (MRVL) OPTIONS ETP • XS3299466063	XS3299466063	Acc	ETF	8.3%	-
SPFE.XETRA State Street SPDR Bloomberg Global Aggregate Bond UCITS ETF EUR Hedged (Dist) • IE00BF1QPL78	IE00BF1QPL78	Dist	ETF	8.3%	0.1%
GOOI.LSE IncomeShares Alphabet (GOOG) Options ETP • XS2901885041	XS2901885041	Dist	ETF	8.3%	0.75%
FYEQ.XETRA Fidelity Emerging Markets Quality Income UCITS ETF INC-USD • IE00BYSX4739	IE00BYSX4739	Dist	ETF	8.3%	0.5%
LDGL.XETRA L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1	IE0005AJA0P1	Dist	ETF	8.3%	0.29%
Total		Total			100.0%	0.33%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €10,867.51

Show individual assets

Histogram of Monthly Returns

The portfolio had a positive return during 4 of the 6 months (67%)

Monthly Returns Heatmap

Best month: +9.8% • Worst month: -11.7% • Best year: 2026 (+8.7%) • Worst year: 2026 (+8.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	-	-	-	+7.5%	+9.8%	-11.7%	+4.9%	+4.6%	-5.0%	-	-	+8.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +14.14% • The longest drawdown period lasted for 3 months and was between July 2026 and October 2026. It reached a trough of -14.1%.

Dividend Income

Summary

This portfolio contains 10 distributing ETFs (83.4% of total allocation)

Total Dividends Received

€578.34

27 payments

Dividend Yield

12.01%

(annualized)

Avg Per Payment

€21.42

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

Year	Dividends	Yield	Payments
2026	€578.33	5.30%	27
Total	€578.34	12.01%	27

Detailed Metrics

Returns

Total Return

+8.68%

Annualized Return

+20.77%

Avg Monthly Return

+1.69%

Risk

Volatility (Annual)

+25.41%

Max Drawdown

+14.14%

Positive Months

67%

Average Drawdown

-6.2%

Risk-Adjusted

Sharpe Ratio

0.74

Risk-free rate: 2.0%

Sortino Ratio

0.79

Downside risk adjusted

Return/Volatility

0.82

Calmar Ratio

1.47

Return/Max Drawdown

Ulcer Index

6.34

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€10,867.51

Backtest Period

2026-05-08 to 2026-10-16
0.4 years

Rebalancing

monthly

Base Currency

EUR