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Launching Finantial Freedom
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Launching Finantial Freedom

Currency in EUR · Last updated Apr 10, 2026

This includes a % of my portfolio

Asset Allocation

2 positions 2.00%4GLD.DE 9.00%1 position 2.00%5 positions 1.61%IWDA.L 17.00%VWCE.DE 14.00%DDOG 11.00%STRD 8.00%CSPX.L 7.00%IUIT.L 5.00%18 positions 23.39%BondBondCommodityCommodityCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
4GLD.DE
Xetra-Gold ETF		Gold, Precious Metals
9%
AAPL
Apple Inc		Technology
1%
AED.BR
Aedifica SA		Real Estate
1.52%
AMZN
Amazon.com, Inc		Consumer Cyclical
1%
AVGO
Broadcom Inc.		Technology
0.47%
BTC-USD
Bitcoin
0.06%
COPA.L
WisdomTree Copper		Metals
2%
CSPX.L
iShares Core S&P 500 UCITS ETF USD (Acc)		S&P 500
7%
DDOG
Datadog, Inc.		Technology
11%
DFEN.DE
VanEck Defense UCITS ETF A		Aerospace & Defense
1.58%
ETH-USD
Ethereum
0.50%
EUNA.DE
iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc		Global Bonds
1%
GOOG.NEO
Alphabet Inc CDR		Communication Services
1%
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)		Government Bonds
1%
ICHN.AS
iShares MSCI China UCITS ETF		China Equities
1.67%
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		Technology Equities, S&P 500
5%
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)		Global Equities
17%
LINK-USD
ChainLink
0.50%
META
Meta Platforms, Inc.		Communication Services
0.60%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc		Europe Equities
2%
MSFT
Microsoft Corporation		Technology
1%
NUKL.DE
VanEck Uranium and Nuclear Technologies UCITS ETF A		Energy Equities
2%
NVDA
NVIDIA Corporation		Technology
1.52%
O
Realty Income Corporation		Real Estate
1.78%
PANW
Palo Alto Networks, Inc.		Technology
1.74%
QNTM
Quantum BioPharma Ltd		Healthcare
1%
RBOT.TO
Global X Robotics & AI Index ETF		Technology Equities
1%
SEMA.L
iShares MSCI EM UCITS ETF (Acc)		Emerging Markets Equities
1%
SOL-USD
Solana
0.50%
STRD
MicroStrategy Incorporated		Technology
8%
VWCE.DE
Vanguard FTSE All-World UCITS ETF		Global Equities
14%
XDWH.L
Xtrackers MSCI World Health Care UCITS ETF 1C		Health & Biotech Equities
1.51%
XRP-USD
Ripple
0.05%

S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Launching Finantial Freedom, 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 rebalanced Every 3 months.

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The earliest data available for this chart is Jun 6, 2025, corresponding to the inception date of STRD

Returns By Period

1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.43%-0.05%0.20%0.29%17.17%15.56%10.98%12.55%
Portfolio
Launching Finantial Freedom
-0.63%-3.19%-1.54%-4.48%————
Portfolio components:
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)		0.00%-0.51%1.11%2.63%30.93%16.15%11.10%12.22%
VWCE.DE
Vanguard FTSE All-World UCITS ETF		0.05%-0.26%1.88%3.49%34.08%16.02%10.34%—
DDOG
Datadog, Inc.		-6.63%-12.06%-19.46%-34.26%4.79%15.26%4.56%—
STRD
MicroStrategy Incorporated		0.75%-2.50%3.19%-3.38%————
CSPX.L
iShares Core S&P 500 UCITS ETF USD (Acc)		0.34%-1.00%-0.59%0.55%28.93%17.17%12.35%14.02%
4GLD.DE
Xetra-Gold ETF		0.67%-8.75%9.45%18.04%46.78%30.59%22.81%14.03%
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		0.00%-1.06%-4.15%-5.57%43.98%26.26%18.28%22.82%
SOL-USD
Solana		0.44%-3.92%-32.90%-62.79%-34.60%54.54%24.95%—
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)		-0.17%-0.35%1.44%0.80%-2.52%2.38%3.65%—
SEMA.L
iShares MSCI EM UCITS ETF (Acc)		-0.22%0.50%10.01%11.72%49.49%16.02%5.89%8.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 7, 2025, Launching Finantial Freedom's average daily return is +0.03%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2025 with a return of +5.1%, while the worst month was Mar 2026 at -3.4%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Launching Finantial Freedom closed higher 46% of trading days. The best single day was Jul 3, 2025 with a return of +2.6%, while the worst single day was Aug 1, 2025 at -3.0%.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.85%-0.86%-3.39%1.94%-1.54%
20250.82%5.03%-1.22%4.23%5.07%-1.17%-1.93%11.04%

Benchmark Metrics

Launching Finantial Freedom has an annualized alpha of 3.11%, beta of 0.78, and R² of 0.54 versus S&P 500 Index. Calculated based on daily prices since June 07, 2025.

  • This portfolio participated in 126.32% of S&P 500 Index downside but only 112.04% of its upside — more exposed to losses than it benefited from rallies.
  • This portfolio generated an annualized alpha of 3.11% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Alpha
3.11%
Beta
0.78
R²
0.54
Upside Capture
112.04%
Downside Capture
126.32%

Expense Ratio

Launching Finantial Freedom has an expense ratio of 0.13%, 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.

Top 10 holdings
RBOT.TO
Global X Robotics & AI Index ETF
NUKL.DE
VanEck Uranium and Nuclear Technologies UCITS ETF A
DFEN.DE
VanEck Defense UCITS ETF A
COPA.L
WisdomTree Copper
ICHN.AS
iShares MSCI China UCITS ETF
XDWH.L
Xtrackers MSCI World Health Care UCITS ETF 1C
VWCE.DE
Vanguard FTSE All-World UCITS ETF
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
SEMA.L
iShares MSCI EM UCITS ETF (Acc)
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF

Return for Risk

Return / Risk — by metrics

PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

—

1.07

—

Sortino ratio

Return per unit of downside risk

—

1.47

—

Omega ratio

Gain probability vs. loss probability

—

1.22

—

Calmar ratio

Return relative to maximum drawdown

0.51

2.56

-2.06

Martin ratio

Return relative to average drawdown

1.24

10.46

-9.22

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)		652.263.381.444.1815.26
VWCE.DE
Vanguard FTSE All-World UCITS ETF		752.593.971.514.2416.94
DDOG
Datadog, Inc.		360.090.561.070.310.66
STRD
MicroStrategy Incorporated		——————
CSPX.L
iShares Core S&P 500 UCITS ETF USD (Acc)		531.962.921.383.5611.76
4GLD.DE
Xetra-Gold ETF		461.992.491.372.9410.72
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		421.972.801.352.446.47
SOL-USD
Solana		50-0.47-0.300.97-0.97-1.51
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)		4-0.35-0.420.95-0.38-0.62
SEMA.L
iShares MSCI EM UCITS ETF (Acc)		782.934.011.554.2415.71

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Launching Finantial Freedom. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Launching Finantial Freedom provided a 1.05% dividend yield over the last twelve months.

TTM20252024202320222021202020192018201720162015
Portfolio1.05%0.81%0.23%0.21%0.20%0.12%0.17%0.19%0.23%0.17%0.18%0.25%
Portfolio components:
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWCE.DE
Vanguard FTSE All-World UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DDOG
Datadog, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STRD
MicroStrategy Incorporated		10.72%7.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSPX.L
iShares Core S&P 500 UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
4GLD.DE
Xetra-Gold ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOL-USD
Solana		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SEMA.L
iShares MSCI EM UCITS ETF (Acc)		0.00%0.00%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 Launching Finantial Freedom. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Launching Finantial Freedom was 9.30%, occurring on Mar 29, 2026. The portfolio has not yet recovered.

The current Launching Finantial Freedom drawdown is 6.31%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.3%Nov 11, 2025139Mar 29, 2026———
-4.13%Jul 31, 20252Aug 1, 202541Sep 11, 202543
-2.76%Oct 10, 20258Oct 17, 202512Oct 29, 202520
-1.4%Jun 19, 20255Jun 23, 202510Jul 3, 202515
-1.31%Nov 4, 20252Nov 5, 20251Nov 6, 20253

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 33 assets, with an effective number of assets of 11.55, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
BenchmarkAED.BROEUNA.DEQNTMIB01.L4GLD.DEXDWH.LPANWAAPLCOPA.LDDOGSTRDGOOG.NEODFEN.DEICHN.ASSOL-USDMSFTXRP-USDMETABTC-USDLINK-USDETH-USDAVGOAMZNNVDANUKL.DERBOT.TOMEUD.LSEMA.LIUIT.LCSPX.LVWCE.DEIWDA.LPortfolio
Benchmark1.000.030.040.020.060.270.120.300.310.510.350.400.420.470.320.340.370.510.380.590.430.400.430.540.620.670.420.590.520.510.580.680.670.680.68
AED.BR0.031.000.140.260.030.010.090.100.000.010.06-0.020.04-0.090.110.100.010.05-0.010.05-0.050.030.00-0.090.05-0.080.020.070.130.070.020.040.110.060.12
O0.040.141.000.03-0.110.160.040.17-0.01-0.040.11-0.120.10-0.05-0.060.09-0.04-0.08-0.02-0.050.00-0.04-0.01-0.15-0.16-0.16-0.15-0.110.03-0.02-0.20-0.04-0.09-0.04-0.08
EUNA.DE0.020.260.031.00-0.07-0.270.110.19-0.050.040.01-0.03-0.040.060.020.090.020.00-0.000.050.010.03-0.00-0.030.05-0.110.040.160.230.150.070.110.190.180.15
QNTM0.060.03-0.11-0.071.00-0.04-0.08-0.080.15-0.04-0.050.130.18-0.020.170.020.190.110.170.050.150.180.200.12-0.010.080.170.080.03-0.060.110.120.110.090.22
IB01.L0.270.010.16-0.27-0.041.00-0.080.200.090.14-0.030.130.280.020.080.07-0.000.23-0.020.040.030.010.020.050.110.17-0.00-0.08-0.070.020.200.280.140.190.11
4GLD.DE0.120.090.040.11-0.08-0.081.000.10-0.030.060.34-0.060.090.110.170.220.040.030.050.050.090.050.020.040.090.080.240.130.180.270.100.170.180.160.21
XDWH.L0.300.100.170.19-0.080.200.101.000.010.120.150.010.020.100.040.25-0.000.09-0.050.030.050.020.03-0.050.100.060.080.180.400.230.090.360.320.390.18
PANW0.310.00-0.01-0.050.150.09-0.030.011.000.13-0.030.510.250.110.200.110.220.350.200.240.210.180.190.240.200.110.090.230.120.090.190.240.200.210.38
AAPL0.510.01-0.040.04-0.040.140.060.120.131.000.130.150.180.31-0.020.150.110.110.100.250.100.110.110.260.270.350.030.220.200.170.330.300.310.310.27
COPA.L0.350.060.110.01-0.05-0.030.340.15-0.030.131.000.040.100.170.160.400.120.180.160.280.210.180.190.180.170.250.320.290.350.450.240.310.280.370.36
DDOG0.40-0.02-0.12-0.030.130.13-0.060.010.510.150.041.000.210.190.200.160.210.400.220.200.200.210.230.250.270.260.170.210.110.130.330.290.240.270.57
STRD0.420.040.10-0.040.180.280.090.020.250.180.100.211.000.120.240.070.330.320.340.170.360.330.350.150.200.280.240.250.110.180.290.270.270.280.43
GOOG.NEO0.47-0.09-0.050.06-0.020.020.110.100.110.310.170.190.121.000.110.240.220.130.190.320.230.230.230.310.430.270.260.340.290.280.270.310.330.320.36
DFEN.DE0.320.11-0.060.020.170.080.170.040.20-0.020.160.200.240.111.000.200.130.310.160.140.200.130.170.270.270.240.510.360.260.320.420.410.380.370.43
ICHN.AS0.340.100.090.090.020.070.220.250.110.150.400.160.070.240.201.000.110.130.190.230.170.180.190.190.200.210.370.340.370.620.320.390.380.420.43
SOL-USD0.370.01-0.040.020.19-0.000.04-0.000.220.110.120.210.330.220.130.111.000.120.830.190.820.880.850.230.190.160.170.150.220.220.170.120.190.160.40
MSFT0.510.05-0.080.000.110.230.030.090.350.110.180.400.320.130.310.130.121.000.140.430.160.130.160.400.340.400.230.260.200.180.470.420.340.370.44
XRP-USD0.38-0.01-0.02-0.000.17-0.020.05-0.050.200.100.160.220.340.190.160.190.830.141.000.210.850.870.830.260.160.200.230.150.220.280.200.120.190.170.40
META0.590.05-0.050.050.050.040.050.030.240.250.280.200.170.320.140.230.190.430.211.000.190.200.200.400.540.390.290.410.330.260.310.380.380.390.39
BTC-USD0.43-0.050.000.010.150.030.090.050.210.100.210.200.360.230.200.170.820.160.850.191.000.840.840.220.200.200.240.170.240.280.220.180.230.230.44
LINK-USD0.400.03-0.040.030.180.010.050.020.180.110.180.210.330.230.130.180.880.130.870.200.841.000.900.260.180.210.260.190.280.290.210.170.230.230.47
ETH-USD0.430.00-0.01-0.000.200.020.020.030.190.110.190.230.350.230.170.190.850.160.830.200.840.901.000.250.180.220.250.200.280.300.220.180.250.230.46
AVGO0.54-0.09-0.15-0.030.120.050.04-0.050.240.260.180.250.150.310.270.190.230.400.260.400.220.260.251.000.340.510.340.340.320.370.560.420.440.440.47
AMZN0.620.05-0.160.05-0.010.110.090.100.200.270.170.270.200.430.270.200.190.340.160.540.200.180.180.341.000.370.340.430.400.310.450.460.480.470.44
NVDA0.67-0.08-0.16-0.110.080.170.080.060.110.350.250.260.280.270.240.210.160.400.200.390.200.210.220.510.371.000.370.420.280.350.590.440.450.440.47
NUKL.DE0.420.02-0.150.040.17-0.000.240.080.090.030.320.170.240.260.510.370.170.230.230.290.240.260.250.340.340.371.000.500.400.510.510.520.520.570.58
RBOT.TO0.590.07-0.110.160.08-0.080.130.180.230.220.290.210.250.340.360.340.150.260.150.410.170.190.200.340.430.420.501.000.510.510.480.460.490.500.54
MEUD.L0.520.130.030.230.03-0.070.180.400.120.200.350.110.110.290.260.370.220.200.220.330.240.280.280.320.400.280.400.511.000.620.470.600.720.720.50
SEMA.L0.510.07-0.020.15-0.060.020.270.230.090.170.450.130.180.280.320.620.220.180.280.260.280.290.300.370.310.350.510.510.621.000.550.580.710.640.54
IUIT.L0.580.02-0.200.070.110.200.100.090.190.330.240.330.290.270.420.320.170.470.200.310.220.210.220.560.450.590.510.480.470.551.000.780.780.770.68
CSPX.L0.680.04-0.040.110.120.280.170.360.240.300.310.290.270.310.410.390.120.420.120.380.180.170.180.420.460.440.520.460.600.580.781.000.870.940.71
VWCE.DE0.670.11-0.090.190.110.140.180.320.200.310.280.240.270.330.380.380.190.340.190.380.230.230.250.440.480.450.520.490.720.710.780.871.000.910.70
IWDA.L0.680.06-0.040.180.090.190.160.390.210.310.370.270.280.320.370.420.160.370.170.390.230.230.230.440.470.440.570.500.720.640.770.940.911.000.74
Portfolio0.680.12-0.080.150.220.110.210.180.380.270.360.570.430.360.430.430.400.440.400.390.440.470.460.470.440.470.580.540.500.540.680.710.700.741.00
The correlation results are calculated based on daily price changes starting from Jun 7, 2025