Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 35.0% | 0.07% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 35.0% | 0.17% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 15.0% | 0.25% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 15.0% | 0.25% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +0.9% | -6.1% | +11.5% | +9.0% | +2.4% | -3.6% | +2.7% | +3.5% | -1.5% | - | - | +19.8% |
| 2025 | +3.4% | -1.8% | -8.2% | -2.4% | +7.5% | +1.5% | +4.4% | -0.5% | +3.9% | +4.9% | -1.8% | +0.9% | +11.3% |
| 2024 | +3.9% | +4.4% | +3.7% | -2.2% | +2.7% | +5.8% | -1.4% | -0.2% | +1.2% | +0.3% | +5.9% | +0.3% | +26.8% |
| 2023 | +5.3% | +1.2% | +1.2% | +0.3% | +2.8% | +3.5% | +2.0% | -0.9% | -2.3% | -3.0% | +7.2% | +4.0% | +23.0% |
| 2022 | -6.1% | -2.6% | +4.0% | -3.4% | -3.4% | -6.9% | +9.7% | -2.5% | -6.4% | +5.2% | +1.6% | -5.3% | -16.3% |
| 2021 | +0.6% | +2.0% | +4.8% | +2.5% | -0.5% | +4.9% | +1.8% | +3.4% | -2.6% | +5.6% | +0.6% | +3.6% | +29.7% |
| 2020 | +1.2% | -8.5% | -10.3% | +8.8% | +3.0% | +3.9% | +0.0% | +6.0% | -1.2% | -3.8% | +9.6% | +3.4% | +10.5% |
| 2019 | +7.0% | +4.7% | +2.9% | +4.1% | -4.9% | +4.3% | +3.5% | -1.9% | +2.8% | +0.5% | +4.3% | +1.9% | +32.6% |
| 2018 | +2.0% | -1.3% | -3.6% | +4.0% | +3.7% | -0.3% | +2.2% | +1.8% | +0.5% | -6.1% | -0.5% | -7.1% | -5.3% |
| 2017 | +0.0% | +4.7% | +1.8% | +0.5% | +0.3% | -1.9% | -0.2% | -0.2% | +3.1% | +4.1% | -1.1% | +0.9% | +12.5% |
| 2016 | - | - | -0.3% | -0.2% | +3.8% | -2.1% | +4.6% | +0.2% | +0.6% | +0.4% | +2.7% | +3.6% | +13.8% |
autoinvest korf 3 returned +14.08% a year over the 11 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.