HomePortfoliosUSA+EU+EMR+WIRE+BTC

USA+EU+EMR+WIRE+BTC

USA+Euro+Emerging+EnergySmartGrid+Bitcoin

Created byuser-0txi8t
Annual Rebalancing
EUR
Moderate Risk
0.5yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+8.29%
Annualized Return+17.86%
Volatility+13.62%
Sharpe Ratio1.16
Max Drawdown+5.76%

Holdings

Asset Allocation

Asset Class

Equity 95.0%Cryptocurrencies 5.0%
Holdings Details
Diversified ETF portfolio blending US, European, and emerging market equities with smart grid infrastructure and a 5% Bitcoin allocation.
AssetTypeAllocationTER
VUAA.XETRA
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
40.0%0.07%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753
ETF
20.0%0.07%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
20.0%0.18%
WIRE.XETRA
Xtrackers Electrification Technologies & Smart Grid UCITS ETF 1C • IE000O7Q2E56
ETF
15.0%0.35%
WBTC.PA
WisdomTree Physical Bitcoin • GB00BJYDH287
ETF
5.0%0.15%
Total100.0%0.14%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,829.02
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 7 months (71%)
Monthly Returns Heatmap
Best month: +6.6% • Worst month: -2.9% • Best year: 2026 (+8.3%) • Worst year: 2026 (+8.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026---+0.8%+6.6%+0.0%-2.9%+2.6%+1.8%-0.6%--+8.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.76% • The longest drawdown period lasted for 3 months and was between June 2026 and September 2026. It reached a trough of -5.8%.

Detailed Metrics

Returns
Total Return
+8.29%
Annualized Return
+17.86%
Avg Monthly Return
+1.18%
Risk
Volatility (Annual)
+13.62%
Max Drawdown
+5.76%
Positive Months
71%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
1.16
Risk-free rate: 2.0%
Sortino Ratio
1.20
Downside risk adjusted
Return/Volatility
1.31
Calmar Ratio
3.10
Return/Max Drawdown
Ulcer Index
2.36
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,829.02
Backtest Period
2026-04-22 to 2026-10-16
0.5 years
Rebalancing
annual
Base Currency
EUR