ACC ETF portfolio met verschillende brede etf's met als doel: hoog rendement, VS maximeren op 50%, tech maximeren op 30%, fin maximeren op 20%.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 30.0% | 0.19% |
EUNK.XETRA iShares Core MSCI Europe UCITS ETF EUR (Acc) • IE00B4K48X80 | ETF | 20.0% | 0.12% |
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 15.0% | 0.07% |
IQQ0.XETRA iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 15.0% | 0.3% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
IWQU.LSE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +2.7% | -5.3% | +6.3% | +4.5% | +2.1% | -0.4% | +1.8% | +0.4% | +1.6% | - | - | +15.4% |
| 2025 | +4.8% | -0.8% | -6.2% | -3.5% | +5.0% | -0.1% | +3.4% | +0.2% | +1.9% | +3.1% | +0.5% | +0.5% | +8.4% |
| 2024 | +2.7% | +3.1% | +3.6% | -2.0% | +1.7% | +3.0% | +1.3% | +0.3% | +0.8% | +0.1% | +6.0% | -1.9% | +20.1% |
| 2023 | +4.4% | +0.6% | -0.1% | +0.6% | +0.9% | +3.1% | +2.2% | -0.8% | -1.6% | -3.3% | +5.4% | +4.0% | +16.0% |
| 2022 | -5.1% | -1.8% | +3.9% | -1.5% | -3.1% | -5.9% | +8.9% | -2.1% | -5.7% | +4.6% | +1.7% | -4.8% | -11.4% |
| 2021 | +0.4% | +2.6% | +6.4% | +1.7% | +0.3% | +3.9% | +1.6% | +2.7% | -2.3% | +4.6% | -0.0% | +4.2% | +29.1% |
| 2020 | - | -10.5% | -11.5% | +8.7% | +2.3% | +1.6% | -0.8% | +4.8% | -0.8% | -2.6% | +9.1% | +2.2% | +0.1% |
ACC ETF breed returned +10.87% a year over the 7 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.