Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00BYX5MX67 Fidelity S&P 500 Index P EUR Acc • IE00BYX5MX67 | FUND | 30.0% | 0.07% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 25.0% | 0.12% |
IE0007987690 Vanguard European Stock Index Fund Investor EUR Accumulation • IE0007987690 | FUND | 20.0% | 0.3% |
2HCA.AS iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc) • IE0009QS7W62 | ETF | 10.0% | 0.18% |
IE0031786142 Vanguard Emerging Markets Stock Index Fund Investor EUR Accumulation • IE0031786142 | FUND | 5.0% | 0.25% |
IE00BFRTDD83 Vanguard Global Small-Cap Index Fund Institutional Plus EUR Acc • IE00BFRTDD83 | FUND | 5.0% | 0.12% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 5.0% | - |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +3.3% | -6.4% | +4.7% | +2.8% | -1.1% | -0.4% | +4.1% | -0.4% | +1.6% | - | - | +11.2% |
| 2025 | +5.4% | -0.9% | -3.1% | -1.9% | +3.3% | -0.8% | +3.2% | +0.4% | +5.2% | +3.8% | +1.1% | +0.8% | +17.5% |
| 2024 | +2.3% | +4.8% | +5.5% | -1.1% | +2.1% | +1.6% | +1.7% | +0.1% | +1.6% | +2.4% | +5.8% | -0.8% | +28.8% |
| 2023 | +5.9% | -0.6% | +3.0% | +0.3% | +1.0% | +1.5% | +1.3% | -1.4% | -1.3% | +1.8% | +4.0% | +3.2% | +20.1% |
| 2022 | -3.3% | +0.3% | +3.0% | -0.7% | -2.9% | -5.4% | +6.9% | -2.8% | -4.4% | +3.3% | +2.6% | -4.3% | -8.2% |
| 2021 | - | - | - | - | - | - | - | - | - | - | -1.1% | +2.0% | +0.8% |
Cartera Anti-década perdida con SP500 y bitcoin returned +13.51% 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.