Warren Buffett 90/10 inspired portfolio, but with 90% Global Equity & 10% Short bonds.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5 | ETF | 90.0% | 0.22% |
MTA.PA Lyxor EuroMTS 1-3Y Investment Grade (DR) UCITS ETF EUR • FR0010222224 | ETF | 10.0% | 0.17% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +3.0% | -4.5% | +7.1% | +4.3% | +2.3% | -0.9% | +1.5% | +0.9% | +1.3% | - | - | +18.1% |
| 2025 | +4.4% | -2.2% | -6.7% | -4.0% | +5.7% | +0.6% | +4.1% | +0.5% | +1.7% | +2.9% | +0.9% | +0.7% | +8.4% |
| 2024 | - | - | - | - | - | - | - | - | - | +1.0% | +7.6% | -2.6% | +5.9% |