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Shokunin invest 1

Shokunin Investor OS is a long-term, rules-based multi-asset investment strategy designed to balance growth, diversification and downside risk. The portfolio combines a global equity core with selected structural megatrends, real assets and a limited alpha allocation. The strategy uses predefined asset weights and systematic rebalancing rather than discretionary market timing. The objective is to achieve sustainable long-term capital growth while maintaining controlled portfolio risk and drawdowns.

Created byuser-tcr7of
Quarterly Rebalancing
EUR
Moderate Risk
1.6yr backtest
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Performance Summary

Total Return+28.96%
Annualized Return+17.67%
Volatility+12.08%
Sharpe Ratio1.30
Max Drawdown+12.00%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Money Market 15.0%Precious Metals 13.0%Cryptocurrencies 2.0%
Holdings Details
Diversified ETF portfolio blending global equities, megatrends, gold, silver and Bitcoin for long-term growth with controlled risk.
AssetTypeAllocationTER
EUNL.XETRA
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
37.0%0.2%
PJEU.XETRA
Invesco Euro Cash 3 Months UCITS ETF Acc • IE00B3BPCH51
ETF
15.0%0.09%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
10.0%0.35%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
10.0%0.12%
2B77.XETRA
iShares Ageing Population UCITS ETF • IE00BYZK4669
ETF
9.0%0.4%
IQQQ.XETRA
iShares Global Water UCITS ETF • IE00B1TXK627
ETF
6.0%0.65%
2B76.XETRA
iShares Automation & Robotics UCITS ETF • IE00BYZK4552
ETF
5.0%0.4%
CEBS.XETRA
iShares Copper Miners UCITS ETF USD (Acc) • IE00063FT9K6
ETF
3.0%0.55%
8PSB.XETRA
Invesco Physical Silver • IE00B43VDT70
ETF
3.0%0.19%
BTCN.AS
iShares Bitcoin ETP • XS2940466316
ETF
2.0%0.15%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,896.31
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 20 months (75%)
Monthly Returns Heatmap
Best month: +5.7% • Worst month: -5.9% • Best year: 2025 (+16.0%) • Worst year: 2026 (+11.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.3%+2.1%-5.9%+5.7%+3.5%+0.2%-0.8%+3.5%-0.1%+0.6%--+11.2%
2025---2.1%-2.4%+4.3%+0.5%+3.6%+0.7%+3.5%+3.8%+1.1%+2.1%+16.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.00% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.9%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (6.0% of total allocation)

Total Dividends Received

€15.24

3 payments

Dividend Yield

0.09%

(annualized)

Avg Per Payment

€5.08

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€5.38
2025€9.86
Total€15.24

Detailed Metrics

Returns
Total Return
+28.96%
Annualized Return
+17.67%
Avg Monthly Return
+1.32%
Risk
Volatility (Annual)
+12.08%
Max Drawdown
+12.00%
Positive Months
75%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
1.30
Risk-free rate: 2.0%
Sortino Ratio
1.24
Downside risk adjusted
Return/Volatility
1.46
Calmar Ratio
1.47
Return/Max Drawdown
Ulcer Index
2.27
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,896.31
Backtest Period
2025-03-24 to 2026-10-16
1.6 years
Rebalancing
quarterly
Base Currency
EUR