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portafoglio alessia

Created byuser-szq3yt
None Rebalancing
EUR
Low Risk
1.9yr backtest
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Performance Summary

Total Return+23.32%
Annualized Return+11.81%
Volatility+9.94%
Sharpe Ratio0.99
Max Drawdown+13.81%

Holdings

Asset Allocation

Asset Class

Equity 65.0%Money Market 25.0%Precious Metals 10.0%
Holdings Details
A diversified ETF portfolio blending 65% global stocks, 25% EUR money market, and 10% physical gold for balanced growth and stability.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
65.0%0.07%
E0UA.XETRA
iShares EUR Government Bond 0-3 Month UCITS ETF EUR (Acc) • IE000JLXYKJ8
ETF
25.0%0.07%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
10.0%0.12%
Total100.0%0.08%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,332.19
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 24 months (67%)
Monthly Returns Heatmap
Best month: +5.3% • Worst month: -4.7% • Best year: 2025 (+11.7%) • Worst year: 2024 (-0.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.1%+1.9%-4.7%+5.3%+3.8%-0.4%-1.0%+2.6%+0.8%+0.4%--+11.0%
2025+3.6%-1.3%-4.1%-2.3%+3.8%+0.3%+3.5%+0.0%+3.1%+3.7%+0.3%+0.8%+11.7%
2024----------+0.0%-0.6%-0.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.81% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -13.8%.

Detailed Metrics

Returns
Total Return
+23.32%
Annualized Return
+11.81%
Avg Monthly Return
+0.91%
Risk
Volatility (Annual)
+9.94%
Max Drawdown
+13.81%
Positive Months
67%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
0.99
Risk-free rate: 2.0%
Sortino Ratio
0.95
Downside risk adjusted
Return/Volatility
1.19
Calmar Ratio
0.86
Return/Max Drawdown
Ulcer Index
3.16
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,332.19
Backtest Period
2024-11-29 to 2026-10-16
1.9 years
Rebalancing
none
Base Currency
EUR