HomePortfoliosS&P 500 ; Stoxx 600 ; PAASI ; Nasdaq 100 (x2)

S&P 500 ; Stoxx 600 ; PAASI ; Nasdaq 100 (x2)

S&P 500 ; Stoxx 600 ; PAASI ; Nasdaq 100 (x2)

None Rebalancing
EUR
High Risk
7.4yr backtest

Performance Summary

Total Return+275.96%
Annualized Return+19.53%
Volatility+24.54%
Sharpe Ratio0.71
Max Drawdown+38.36%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified 100% equity ETF portfolio spanning Europe, US, and emerging Asia, with leveraged Nasdaq-100 exposure for aggressive tech-driven growth.
AssetTypeAllocationTER
ETSZ.F
BNP Paribas Easy STOXX Europe 600 UCITS ETF • FR0011550193
ETF
25.0%0.19%
PAASI.PA
Amundi PEA Asie Emergente (MSCI Emerging Asia) Screened UCITS ETF EUR (C/D) • FR0013412012
ETF
25.0%0.3%
PSP5.PA
Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128
ETF
25.0%0.12%
LQQ.PA
Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592
ETF
25.0%0.6%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €37,596.1
Histogram of Monthly Returns
The portfolio had a positive return during 57 of the 90 months (63%)
Monthly Returns Heatmap
Best month: +20.7% • Worst month: -12.5% • Best year: 2023 (+42.4%) • Worst year: 2022 (-34.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.7%-1.3%-8.8%+20.7%+15.6%+0.6%-9.2%+5.0%+6.4%-4.1%--+24.9%
2025+4.0%-5.9%-11.9%-4.2%+12.2%+4.6%+7.0%-1.8%+6.3%+8.4%-3.2%-0.1%+13.5%
2024+3.8%+5.6%+3.2%-3.4%+3.0%+10.6%-3.2%-1.3%+3.8%+0.8%+7.6%+2.2%+36.9%
2023+9.8%+0.3%+4.8%-0.8%+8.1%+5.5%+4.4%-1.7%-4.0%-4.9%+9.9%+6.0%+42.4%
2022-10.9%-4.9%+6.1%-9.5%-6.2%-8.9%+12.8%-3.3%-9.9%+1.3%+2.3%-8.0%-34.8%
2021+2.4%+1.5%+4.1%+4.2%-1.9%+8.9%+1.3%+5.6%-4.9%+8.1%+2.9%+3.3%+40.8%
2020+1.4%-9.0%-12.5%+13.5%+3.0%+7.0%+3.6%+10.8%-3.5%-3.3%+11.4%+5.1%+26.4%
2019-----3.9%+5.9%+4.4%-3.2%+3.1%+1.6%+5.7%+3.1%+17.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +38.36% • The longest drawdown period lasted for 2 years and 2 months and was between November 2021 and February 2024. It reached a trough of -36.6%.
When could this portfolio get you to financial independence?

S&P 500 ; Stoxx 600 ; PAASI ; Nasdaq 100 (x2) returned +19.53% a year over the 7 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+275.96%
Annualized Return
+19.53%
Avg Monthly Return
+1.69%
Risk
Volatility (Annual)
+24.54%
Max Drawdown
+38.36%
Positive Months
63%
Average Drawdown
-10.9%
Risk-Adjusted
Sharpe Ratio
0.71
Risk-free rate: 2.0%
Sortino Ratio
0.66
Downside risk adjusted
Return/Volatility
0.80
Calmar Ratio
0.51
Return/Max Drawdown
Ulcer Index
14.08
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€37,596.1
Backtest Period
2019-05-15 to 2026-10-16
7.4 years
Rebalancing
none
Base Currency
EUR