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Tillväxt baby, alternative

Created byuser-c3glzx
Annual Rebalancing
EUR
Moderate Risk
Multi-currency
2.5yr backtest
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Performance Summary

Total Return+66.96%
Annualized Return+23.27%
Volatility+11.95%
Sharpe Ratio1.78
Max Drawdown+14.08%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified equity portfolio blending European quality dividend ETFs with global stocks for balanced income and long-term growth.
AssetTypeAllocationTER
LGGE.F
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist • IE00BMYDM919
ETF
50.0%0.25%
SE0021921087
Aktiespararna Global Direktavkastning A • SE0021921087
FUND
50.0%0.4%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €16,695.92
Histogram of Monthly Returns
The portfolio had a positive return during 23 of the 30 months (77%)
Monthly Returns Heatmap
Best month: +7.1% • Worst month: -4.4% • Best year: 2025 (+26.7%) • Worst year: 2024 (+7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.3%+4.4%-4.4%+7.0%+4.9%+0.6%+4.5%+2.1%-1.8%+1.5%--+22.4%
2025+7.1%+2.8%-2.4%-0.9%+5.6%+0.5%+3.4%+1.6%+1.0%+1.2%+1.0%+3.3%+26.7%
2024----+3.0%-1.0%+3.0%+0.8%+1.0%-0.9%+2.9%-1.3%+7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +14.08% • The longest drawdown period lasted for 2 months and was between August 2026 and October 2026. It reached a trough of -3.1%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (50.0% of total allocation)

Total Dividends Received

€736.04

10 payments

Dividend Yield

2.35%

(annualized)

Avg Per Payment

€73.60

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€268.97
2025€253.02
2024€214.07
Total€736.04

Detailed Metrics

Returns
Total Return
+66.96%
Annualized Return
+23.27%
Avg Monthly Return
+1.76%
Risk
Volatility (Annual)
+11.95%
Max Drawdown
+14.08%
Positive Months
77%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
1.78
Risk-free rate: 2.0%
Sortino Ratio
1.63
Downside risk adjusted
Return/Volatility
1.95
Calmar Ratio
1.65
Return/Max Drawdown
Ulcer Index
2.27
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€16,695.92
Backtest Period
2024-05-03 to 2026-10-15
2.5 years
Rebalancing
annual
Base Currency
EUR