Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 25.0% | 0.25% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 17.5% | 0.35% |
LBNK.XETRA Amundi STOXX Europe 600 Banks UCITS ETF Acc • LU1834983477 | ETF | 15.0% | 0.3% |
FLXK.XETRA Franklin FTSE Korea UCITS ETF • IE00BHZRR030 | ETF | 12.5% | 0.09% |
VGWE.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626 | ETF | 10.0% | 0.29% |
FLXT.XETRA Franklin FTSE Taiwan UCITS ETF EUR • IE000CM02H85 | ETF | 10.0% | 0.19% |
VJPA.XETRA Vanguard FTSE Japan UCITS ETF (USD) Accumulating • IE00BFMXYX26 | ETF | 10.0% | 0.1% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.8% | +5.6% | -9.7% | +19.4% | +16.9% | +6.3% | -9.3% | +3.9% | +4.9% | -6.4% | - | - | +43.6% |
| 2025 | +5.3% | +1.6% | -5.5% | -2.9% | +7.9% | +3.6% | +4.2% | +1.0% | +6.1% | +8.4% | -0.1% | +4.5% | +38.6% |
| 2024 | +1.4% | +4.3% | +6.2% | -1.8% | +2.4% | +3.3% | +0.0% | -2.1% | +0.0% | -0.9% | +2.5% | +0.2% | +16.1% |
| 2023 | +8.6% | +1.1% | -1.7% | -2.0% | +5.0% | +3.4% | +3.4% | -2.7% | +0.1% | -4.8% | +7.3% | +5.4% | +24.4% |
| 2022 | - | - | -0.7% | -2.9% | +1.1% | -9.8% | +6.7% | -2.3% | -8.3% | +4.0% | +7.3% | -4.8% | -10.7% |
Adolfo 2 returned +22.95% a year over the 5 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.