Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 40.0% | 0.38% |
SXR7.XETRA iShares Core MSCI EMU UCITS ETF EUR (Acc) • IE00B53QG562 | ETF | 20.0% | 0.12% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 20.0% | 0.3% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +1.5% | -7.3% | +7.6% | +5.0% | +3.4% | +1.0% | +1.5% | -0.4% | -0.8% | - | - | +14.0% |
| 2025 | +6.4% | +3.2% | -3.9% | -1.3% | +7.2% | -0.2% | +4.5% | +0.7% | +2.9% | +2.4% | +1.6% | +3.3% | +29.6% |
| 2024 | +2.9% | +2.6% | +6.1% | -0.5% | +2.8% | -0.3% | +1.6% | +0.3% | +1.0% | -0.7% | +2.6% | +1.1% | +21.0% |
| 2023 | +8.4% | +2.3% | -2.9% | +1.6% | -0.6% | +4.6% | +3.0% | -1.7% | -1.6% | -3.4% | +7.0% | +3.3% | +20.8% |
| 2022 | -2.2% | -5.2% | +1.5% | -2.3% | +0.0% | -8.3% | +7.0% | -2.9% | -5.0% | +6.8% | +5.0% | -3.3% | -9.7% |
| 2021 | -1.3% | +6.3% | +5.9% | +2.7% | +2.6% | +1.3% | +1.2% | +2.9% | -1.1% | +4.7% | -2.7% | +4.9% | +30.5% |
| 2020 | -1.3% | -8.4% | -17.3% | +7.2% | +3.3% | +3.8% | -1.6% | +4.7% | -2.9% | -3.6% | +15.7% | +1.9% | -2.5% |
| 2019 | +6.3% | +4.8% | +0.7% | +5.0% | -6.4% | +4.0% | +1.2% | -2.4% | +4.4% | +0.9% | +3.7% | +1.7% | +25.7% |
| 2018 | +3.2% | -3.2% | -3.6% | +4.2% | -1.4% | -0.1% | +3.4% | -2.1% | +0.6% | -6.0% | -0.1% | -7.2% | -12.3% |
| 2017 | -0.2% | +2.4% | +4.3% | +1.6% | +0.0% | -1.1% | +0.5% | -1.3% | +3.8% | +1.8% | -1.4% | +0.0% | +10.7% |
| 2016 | -9.2% | -1.7% | +1.6% | +1.8% | +2.5% | -6.6% | +5.0% | +1.6% | -0.5% | +2.6% | +2.1% | +5.6% | +3.9% |
| 2015 | +4.6% | +8.0% | +3.9% | -1.4% | +1.7% | -3.4% | +3.8% | -8.9% | -4.4% | +7.9% | +2.8% | -4.7% | +8.5% |
| 2014 | -2.1% | +4.0% | -0.2% | +0.2% | +3.5% | -0.1% | -1.4% | +1.8% | +2.3% | -2.2% | +3.9% | -1.6% | +8.1% |
Agressif returned +10.78% a year over the 13 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.