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Global Growth Portfolio · EUR · 8 holdings · Moderate risk profile

Sample portfolio with illustrative data
B+
78 / 100
Moderate
Risk Alignment27/35
Return Quality19/25
Downside Protection18/25
Diversification14/15
Portfolio Value€41,1005y analysis
Sharpe Ratio0.85
Annual Volatility11.6%
Max Drawdown-18.4%
VaR 95%-22.1%
Portfolio Beta0.71
Ann. Return11.3%

Portfolio vs Benchmark

5-year cumulative return vs MSCI World index

Portfolio MSCI World

Monte Carlo

5,000 simulations · 10-year horizon

P5: -1%P25: +31%P50: +66%P75: +112%P95: +185%

Drawdown History

Portfolio value with the worst peak-to-trough drawdown highlighted

Max drawdown: -18.4%

Holdings

HoldingClassWeightPriceP&LSignal
Vanguard FTSE All-World
VWRL.L
ETF
35.2%96.30+16.7%HOLD
Microsoft Corp
MSFT
EQUITY
20.2%415.20+33.9%HOLD
ASML Holding NV
ASML.AS
EQUITY
14%720.00+24.1%HOLD
Apple Inc
AAPL
EQUITY
12.1%198.50+39.8%HOLD
iShares 20+ Year Treasury
TLT
ETF
8.6%88.50-6.8%WATCH
SPDR Gold Shares
GLD
ETF
7.9%215.00+22.9%HOLD
iShares Physical Gold
SGLN.L
ETF
1.2%32.50+16.1%HOLD
Bitcoin
BTC-USD
CRYPTO
0.8%62,000+77.1%REVIEW

Stress Tests

How your portfolio would perform in historic crashes

2008 Financial Crisis-32.1%

€27,907 portfolio value

COVID-19 Crash-21.4%

€32,305 portfolio value

2022 Rate Hikes-15.8%

€34,606 portfolio value

Dot-Com Bust-24.6%

€30,989 portfolio value

News & Sentiment

Microsoft Cloud Revenue Beats Estimates, AI Services Grow 40%

MSFT2026-04-02Positive

ASML Warns of Slower Orders as China Restrictions Tighten

ASML.AS2026-04-01Negative

Apple Announces Record Services Revenue for Q1 2026

AAPL2026-03-30Positive

Treasury Yields Rise as Fed Signals Patience on Rate Cuts

TLT2026-03-29Negative

Dividend Income

€481projected annual income
Vanguard FTSE All-World
1.8% yield·Quarterly·Ex: 2026-06-12
€260/yr
Microsoft Corp
0.7% yield·Quarterly·Ex: 2026-05-15
€58/yr
Apple Inc
0.5% yield·Quarterly·Ex: 2026-05-10
€25/yr
iShares 20+ Year Treasury
3.9% yield·Monthly·Ex: 2026-05-01
€138/yr

Smart Alerts

Automated monitoring with context on what caused each alert

Max Drawdown > 25%
OK
Portfolio Score < 60
TRIGGERED

ASML fell 6.2% (18% of portfolio)

Ann. Volatility > 20%
OK

AI Recommendations

Rebalance

Consider rebalancing MSFT

MSFT is 20% of your portfolio. Trimming to 15% and adding to bonds would reduce annualised volatility by ~2%.

Allocation

Low bond allocation

Only 8.6% in bonds (TLT). For a moderate risk profile, consider 15-25% fixed-income exposure.

Positive

Good diversification

HHI of 0.16 with 8 holdings across 4 asset classes. Effective diversification ratio of 1.4x.

Optimiser

Near the efficient frontier

Your portfolio is within 1.2% of optimal Sharpe for your risk level. Small adjustments could improve returns without adding risk.

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