Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ABEC.XETRA Alphabet Inc • US02079K1079 | STOCK | 45.0% | 0% |
12DA.XETRA DELL TECHS INC. C DL-01 • US24703L2025 | STOCK | 35.0% | 0% |
NVD.XETRA NVIDIA Corporation • US67066G1040 | STOCK | 20.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | -3.4% | -2.5% | +19.7% | +18.0% | -3.2% | -2.6% | +8.9% | +10.4% | -6.8% | - | - | +42.1% |
| 2025 | -4.2% | -5.9% | -15.9% | -3.4% | +23.3% | +10.1% | +16.2% | -4.0% | +7.6% | +13.3% | -10.0% | +2.7% | +25.0% |
| 2024 | +18.0% | +19.6% | +15.1% | +2.2% | +15.7% | +14.3% | -10.0% | -1.7% | +1.6% | +12.0% | +5.7% | +0.1% | +133.6% |
| 2023 | +18.8% | +9.9% | +9.5% | +1.1% | +33.8% | +3.6% | +8.6% | +6.7% | -2.9% | -6.9% | +10.2% | +4.0% | +140.6% |
| 2022 | -12.7% | +0.3% | +9.7% | -18.0% | -4.4% | -7.8% | +10.3% | -8.5% | -11.4% | +3.0% | +5.3% | -12.3% | -41.0% |
| 2021 | +3.7% | +10.1% | +4.7% | +11.4% | +0.4% | +13.2% | +0.7% | +9.4% | -2.1% | +13.7% | -0.7% | -2.9% | +78.7% |
| 2020 | +2.9% | -6.0% | -3.2% | +10.6% | +9.4% | +5.1% | +3.0% | +14.5% | +0.5% | -2.3% | +5.7% | -2.0% | +42.8% |
| 2019 | +7.0% | +7.8% | +7.1% | +6.5% | -8.4% | -6.6% | +10.8% | -2.5% | +2.7% | +2.9% | +2.5% | +2.1% | +34.5% |
| 2018 | +3.7% | -0.5% | -6.2% | +1.5% | +14.3% | +1.0% | +6.6% | +5.8% | -1.6% | -10.6% | +0.4% | -14.8% | -3.7% |
| 2017 | +0.8% | +3.1% | +0.7% | +3.3% | +7.2% | -7.8% | +1.9% | +5.8% | +4.4% | +10.0% | -4.7% | +1.4% | +27.9% |
Computing returned +38.98% a year over the 10 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.