HomePortfoliosSMH50 SnP30 ACWI20

SMH50 SnP30 ACWI20

Created byuser-61bnq6
None Rebalancing
EUR
High Risk
2.3yr backtest
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Performance Summary

Total Return+77.98%
Annualized Return+28.41%
Volatility+25.31%
Sharpe Ratio1.04
Max Drawdown+28.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global equity ETF portfolio targeting semiconductors, US stocks, and worldwide markets for growth.
AssetTypeAllocationTER
SEME.PA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
50.0%0.35%
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
30.0%0.03%
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
20.0%0.07%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,798.27
Histogram of Monthly Returns
The portfolio had a positive return during 18 of the 29 months (62%)
Monthly Returns Heatmap
Best month: +24.5% • Worst month: -15.2% • Best year: 2026 (+47.4%) • Worst year: 2024 (+0.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.4%+1.4%-7.1%+24.5%+19.4%+9.1%-15.2%+2.1%+9.1%-6.8%--+47.4%
2025+3.5%-4.7%-10.6%-5.1%+9.6%+6.2%+4.3%-0.7%+7.7%+11.1%-2.3%+1.5%+19.8%
2024-----+0.8%-4.0%-2.4%+1.2%-0.4%+5.1%+0.8%+0.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +28.14% • The longest drawdown period lasted for 7 months and was between January 2025 and September 2025. It reached a trough of -28.1%.

Detailed Metrics

Returns
Total Return
+77.98%
Annualized Return
+28.41%
Avg Monthly Return
+2.33%
Risk
Volatility (Annual)
+25.31%
Max Drawdown
+28.14%
Positive Months
62%
Average Drawdown
-7.0%
Risk-Adjusted
Sharpe Ratio
1.04
Risk-free rate: 2.0%
Sortino Ratio
0.98
Downside risk adjusted
Return/Volatility
1.12
Calmar Ratio
1.01
Return/Max Drawdown
Ulcer Index
8.43
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,798.27
Backtest Period
2024-06-26 to 2026-10-16
2.3 years
Rebalancing
none
Base Currency
EUR