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screened ok

Created byuser-bh9e3i
None Rebalancing
EUR
Moderate Risk
4.6yr backtest
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Performance Summary

Total Return+114.62%
Annualized Return+18.19%
Volatility+13.65%
Sharpe Ratio1.19
Max Drawdown+18.48%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global equity ETF portfolio spanning US, Europe, and Asia with value, dividend, and ESG strategies for long-term growth.
AssetTypeAllocationTER
AW1C.XETRA
UBS S&P 500 ESG Elite UCITS ETF USD acc • IE00BLSN7P11
ETF
12.0%0.15%
GRE.PA
Amundi MSCI Greece UCITS ETF Dist • FR0010405431
ETF
10.0%0.45%
QDVI.XETRA
iShares Edge MSCI USA Value Factor UCITS ETF • IE00BD1F4M44
ETF
10.0%0.2%
XBAS.XETRA
Xtrackers MSCI Singapore UCITS ETF 1C • LU0659578842
ETF
10.0%0.5%
SPPY.XETRA
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) • IE00BH4GPZ28
ETF
10.0%0.03%
QDVW.XETRA
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist) • IE00BYYHSQ67
ETF
9.0%0.38%
WTIF.XETRA
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc • IE00BYQCZJ13
ETF
6.5%0.45%
ZPRV.XETRA
SPDR MSCI USA Small Cap Value Weighted UCITS ETF • IE00BSPLC413
ETF
6.5%0.3%
XDEV.XETRA
Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42
ETF
6.5%0.25%
XESP.XETRA
Xtrackers Spanish Equity UCITS ETF 1C • LU0592216393
ETF
6.5%0.3%
E6BR.XETRA
Amundi STOXX Europe 600 Basic Resources UCITS ETF Dist • LU2082996385
ETF
6.5%0.3%
FLXT.XETRA
Franklin FTSE Taiwan UCITS ETF EUR • IE000CM02H85
ETF
6.5%0.19%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €21,462.36
Histogram of Monthly Returns
The portfolio had a positive return during 36 of the 56 months (64%)
Monthly Returns Heatmap
Best month: +9.1% • Worst month: -7.4% • Best year: 2026 (+28.8%) • Worst year: 2022 (-6.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.0%+3.0%-6.3%+9.1%+9.1%+3.6%-0.6%+4.0%+1.3%-1.6%--+28.8%
2025+4.4%+0.0%-4.3%-3.8%+6.9%+1.6%+4.8%+1.6%+2.6%+3.7%+1.6%+2.5%+23.2%
2024+2.5%+2.6%+4.7%-0.9%+1.0%+2.2%+1.9%-1.6%+2.0%-0.2%+5.3%-1.0%+20.1%
2023+6.2%+1.5%-1.5%-0.5%+2.4%+4.7%+3.3%-1.7%-1.3%-3.3%+5.5%+3.8%+20.2%
2022--+0.1%-0.3%-1.9%-7.4%+7.2%-1.4%-6.3%+5.5%+3.4%-4.4%-6.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.48% • The longest drawdown period lasted for 9 months and was between April 2022 and February 2023. It reached a trough of -12.0%.
When could this portfolio get you to financial independence?

screened ok returned +18.19% a year over the 5 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.

Dividend Income

Summary
This portfolio contains 3 distributing ETFs (25.5% of total allocation)

Total Dividends Received

€413.31

20 payments

Dividend Yield

0.68%

(annualized)

Avg Per Payment

€20.67

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
YearDividends
2026€29.20
2025€126.68
2024€116.29
2023€60.36
2022€80.77
Total€413.31

Detailed Metrics

Returns
Total Return
+114.62%
Annualized Return
+18.19%
Avg Monthly Return
+1.44%
Risk
Volatility (Annual)
+13.65%
Max Drawdown
+18.48%
Positive Months
64%
Average Drawdown
-3.0%
Risk-Adjusted
Sharpe Ratio
1.19
Risk-free rate: 2.0%
Sortino Ratio
1.12
Downside risk adjusted
Return/Volatility
1.33
Calmar Ratio
0.98
Return/Max Drawdown
Ulcer Index
3.86
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€21,462.36
Backtest Period
2022-03-22 to 2026-10-16
4.6 years
Rebalancing
none
Base Currency
EUR