Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 13.0% | 0.25% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 13.0% | 0.35% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 13.0% | 0.3% |
LEER.XETRA Amundi MSCI Eastern Europe Ex Russia UCITS ETF Acc • LU1900066462 | ETF | 13.0% | 0.5% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 12.0% | 0.25% |
XMK9.XETRA Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged • LU0659580079 | ETF | 12.0% | 0.4% |
ASWC.XETRA HANetf Future of Defence UCITS ETF • IE000OJ5TQP4 | ETF | 12.0% | 0.49% |
G2X.XETRA VanEck Gold Miners UCITS ETF • IE00BQQP9F84 | ETF | 12.0% | 0.53% |
| Total | 100.0% | 0.38% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.8% | +5.0% | -7.0% | +8.6% | +9.7% | +1.4% | -5.5% | +6.3% | +2.7% | -2.2% | - | - | +28.3% |
| 2025 | +6.8% | -1.1% | -1.8% | -2.0% | +6.5% | +3.0% | +3.5% | +1.5% | +7.5% | +4.6% | +0.6% | +2.6% | +36.2% |
| 2024 | +2.7% | +5.0% | +5.8% | -0.3% | +1.7% | +4.4% | -1.7% | -1.0% | -0.4% | +1.3% | +4.5% | -1.0% | +22.7% |
| 2023 | - | - | - | - | - | - | +2.8% | -1.2% | -1.5% | -0.2% | +5.4% | +3.8% | +9.2% |
bez snp returned +29.57% a year over the 3 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.