Fulvio Marchese In Saecula Saeculorum European ETF Portfolio: Rebalancing Strategy
Simulation Settings
Currency:
Period: (~ years)
Inflation:
Initial Amount:
Cashflow:
When applied, rebalancing & filter settings for each portfolio are shown next to its name in the Results section below.
Click the Simulation Settings Change button to edit them.
Click the Simulation Settings Change button to edit them.
Results
%
%
Excluding Cashflows
%
Std Deviation
%
Max Drawdown
%
Excluding Cashflows
months
Excluding Cashflows
%
%
Excluding Cashflows
%
Std Deviation
%
Max Drawdown
%
Excluding Cashflows
months
Excluding Cashflows
%
%
Money-Weighted Rate of Return (MWRR) is calculated based on the Modified Dietz formula.
Drawdown with cashflows is skewed by contributions; the version without cashflows better reflects actual performance risk.
🧪 Trend Filters are in Public Beta.
Extensively tested • Community feedback welcome • Contact us to report an issue
Extensively tested • Community feedback welcome • Contact us to report an issue
With the current simulation settings, as of June 2026, in the previous 30 Years:
- the Fulvio Marchese In Saecula Saeculorum European ETF Portfolio obtained a 8.18% compound annual return, with a 9.59% standard deviation. It suffered a maximum drawdown of -27.17% that required 113 months to be recovered.
- the Fulvio Marchese In Saecula Saeculorum European ETF Portfolio obtained a 8.33% compound annual return, with a 9.61% standard deviation. It suffered a maximum drawdown of -26.33% that required 112 months to be recovered.
- the Fulvio Marchese In Saecula Saeculorum European ETF Portfolio obtained a 8.35% compound annual return, with a 9.70% standard deviation. It suffered a maximum drawdown of -26.20% that required 112 months to be recovered.
- the Fulvio Marchese In Saecula Saeculorum European ETF Portfolio obtained a 8.65% compound annual return, with a 9.78% standard deviation. It suffered a maximum drawdown of -25.86% that required 112 months to be recovered.
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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information.
The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators.
Content is for informational, educational, illustrative, and entertainment purposes only.
Table of contents
Asset Allocations and ETFs
The compared portfolios have the following asset allocations.
6MRebalanced: every 6Mat every Jan 1st, Jul 1st
| Weight (%) |
Ticker | Name | |
|---|---|---|---|
| 45.00 |
XD9U.DE
|
Xtrackers MSCI USA | |
| 20.00 |
IUSM.DE
|
iShares USD Treasury Bond 7-10yr | |
| 15.00 |
VUCE.DE
|
Vanguard USD Corporate Bond | |
| 10.00 |
IUSU.DE
|
iShares USD Treasury Bond 1-3yr | |
| 10.00 |
PHAU
|
WisdomTree Physical Gold |
1YRebalanced: every 12Mat every Jan 1st
| Weight (%) |
Ticker | Name | |
|---|---|---|---|
| 45.00 |
XD9U.DE
|
Xtrackers MSCI USA | |
| 20.00 |
IUSM.DE
|
iShares USD Treasury Bond 7-10yr | |
| 15.00 |
VUCE.DE
|
Vanguard USD Corporate Bond | |
| 10.00 |
IUSU.DE
|
iShares USD Treasury Bond 1-3yr | |
| 10.00 |
PHAU
|
WisdomTree Physical Gold |
±5%Rebalanced: at 5% asset weight deviation
| Weight (%) |
Ticker | Name | |
|---|---|---|---|
| 45.00 |
XD9U.DE
|
Xtrackers MSCI USA | |
| 20.00 |
IUSM.DE
|
iShares USD Treasury Bond 7-10yr | |
| 15.00 |
VUCE.DE
|
Vanguard USD Corporate Bond | |
| 10.00 |
IUSU.DE
|
iShares USD Treasury Bond 1-3yr | |
| 10.00 |
PHAU
|
WisdomTree Physical Gold |
±10%Rebalanced: at 10% asset weight deviation
| Weight (%) |
Ticker | Name | |
|---|---|---|---|
| 45.00 |
XD9U.DE
|
Xtrackers MSCI USA | |
| 20.00 |
IUSM.DE
|
iShares USD Treasury Bond 7-10yr | |
| 15.00 |
VUCE.DE
|
Vanguard USD Corporate Bond | |
| 10.00 |
IUSU.DE
|
iShares USD Treasury Bond 1-3yr | |
| 10.00 |
PHAU
|
WisdomTree Physical Gold |
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Portfolio Returns as of Jun 30, 2026
Returns are calculated in EUR, assuming:
- no fees or capital gain taxes.
- rebalancing: after a 10% asset weight deviation.
- dividend reinvestment, when applicable.
Return Comparison
Capital Growth
Portfolio Metrics as of Jun 30, 2026
The following metrics, updated as of 30 June 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.
METRIC COMPARISON
Period: ()
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Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
DRAWDOWN COMPARISON
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Rolling Returns
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.
You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.
Rolling Returns Comparison
Annualized Rolling Returns Chart
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Time to Target
What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.
Time to Target Comparison
Time to reach your Target Capital
No starting month reached the target with current settings. Try a lower target or higher cashflow.
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Yearly Returns
For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.
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