Asset Allocation
Find the right asset allocation for Boring ETF strategy EUR v9
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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Performance Chart
The chart shows the growth of an initial investment of €10,000 in Boring ETF strategy EUR v9, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -1.86% | 2.09% | 9.98% | 8.60% | 21.69% | 16.96% | 13.01% | 13.17% |
Portfolio Boring ETF strategy EUR v9 | — | — | — | — | — | — | — | — |
| Portfolio components: | ||||||||
FLCH Franklin FTSE China ETF | -1.74% | -5.35% | -7.16% | -10.40% | 1.67% | 6.45% | -4.44% | — |
NUKL.DE VanEck Uranium and Nuclear Technologies UCITS ETF A | 0.87% | -4.61% | 11.67% | 4.25% | 49.09% | 41.91% | — | — |
SEC0.DE iShares MSCI Global Semiconductors UCITS ETF USD (Acc) | -2.85% | 15.32% | 98.10% | 98.14% | 187.70% | 56.37% | — | — |
WEBN.DE Amundi Prime All Country World UCITS ETF Acc EUR | -0.24% | 3.54% | 12.37% | 12.73% | 26.20% | — | — | — |
WREE.L WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc | — | — | — | — | — | — | — | — |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | -2.33% | 4.04% | 34.27% | 33.11% | 71.23% | 4.63% | — | — |
XNGI.DE Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | -1.17% | 9.09% | 17.43% | 15.47% | 29.67% | 27.17% | — | — |
Monthly Returns
Expense Ratio
Boring ETF strategy EUR v9 has an expense ratio of 0.26%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
Boring ETF strategy EUR v9 ranks 78 for risk / return — better than 78% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Boring ETF strategy EUR v9 and compares them with S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
FLCH Franklin FTSE China ETF | 11 | 0.11 | 0.29 | 1.04 | 0.14 | 0.29 |
NUKL.DE VanEck Uranium and Nuclear Technologies UCITS ETF A | 37 | 1.21 | 1.81 | 1.21 | 1.86 | 4.43 |
SEC0.DE iShares MSCI Global Semiconductors UCITS ETF USD (Acc) | 98 | 5.89 | 5.86 | 1.75 | 14.81 | 52.61 |
WEBN.DE Amundi Prime All Country World UCITS ETF Acc EUR | 81 | 2.28 | 3.18 | 1.41 | 4.03 | 16.67 |
WREE.L WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc | — | — | — | — | — | — |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 81 | 2.40 | 3.25 | 1.56 | 4.19 | 10.86 |
XNGI.DE Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | 45 | 1.66 | 2.27 | 1.29 | 1.60 | 4.10 |
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Dividends
Dividend yield
Boring ETF strategy EUR v9 provided a 0.13% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.13% | 0.12% | 0.14% | 0.17% | 0.13% | 0.07% | 0.05% | 0.10% | 0.10% | 0.00% |
| Portfolio components: | ||||||||||
FLCH Franklin FTSE China ETF | 2.59% | 2.36% | 2.87% | 3.47% | 2.69% | 1.48% | 0.91% | 1.98% | 1.92% | 0.01% |
NUKL.DE VanEck Uranium and Nuclear Technologies UCITS ETF A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SEC0.DE iShares MSCI Global Semiconductors UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WEBN.DE Amundi Prime All Country World UCITS ETF Acc EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WREE.L WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XNGI.DE Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Boring ETF strategy EUR v9. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current Boring ETF strategy EUR v9 drawdown is 1.93%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 7 assets, with an effective number of assets of 4.44, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.
Diversification Ratio
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Not enough data to calculate this metric.