Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718 | ETF | 40.0% | 0.03% |
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 20.0% | 0.07% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 20.0% | 0.3% |
2BTC.XETRA 21shares Bitcoin ETP • CH0454664001 | ETF | 20.0% | 1.49% |
| Total | 100.0% | 0.38% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.6% | -4.8% | -2.5% | +11.0% | +5.8% | -3.1% | -1.1% | +6.9% | +4.9% | -0.3% | - | - | +15.1% |
| 2025 | +5.3% | -7.4% | -8.6% | -2.4% | +8.5% | +1.0% | +7.5% | -3.2% | +3.4% | +4.0% | -4.3% | -1.2% | +1.0% |
| 2024 | +4.0% | +12.6% | +5.2% | -4.6% | +2.9% | +4.6% | +0.4% | -3.8% | +3.3% | +4.7% | +15.4% | -0.9% | +51.0% |
| 2023 | - | - | - | - | - | - | - | - | - | - | +5.2% | +5.8% | +11.3% |