Portafoglio comprensivo di oro fisico del valore di €5.000 ad agosto 2026
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 40.0% | 0.2% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 33.0% | 0.12% |
AGGH.AS iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 20.0% | 0.1% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 7.0% | 0.15% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.7% | +2.5% | -6.1% | +3.9% | +3.2% | -2.8% | -1.1% | +4.4% | -0.4% | +0.7% | - | - | +8.7% |
| 2025 | +3.8% | -0.6% | -2.2% | -1.1% | +2.6% | -0.4% | +3.5% | +0.5% | +5.5% | +4.4% | +1.4% | +0.5% | +18.9% |
| 2024 | +2.0% | +1.8% | +4.6% | +0.1% | +1.1% | +3.5% | +1.0% | +0.4% | +2.3% | +2.8% | +3.7% | -0.1% | +25.6% |
| 2023 | +4.3% | -1.1% | +2.9% | -0.1% | +2.8% | +0.1% | +1.7% | -0.2% | -2.1% | +0.6% | +3.5% | +2.6% | +15.8% |
| 2022 | -3.0% | +0.8% | +3.0% | -0.9% | -3.6% | -2.9% | +5.1% | -1.9% | -3.3% | +0.6% | +1.4% | -2.9% | -7.7% |
| 2021 | - | - | - | - | +1.3% | +1.1% | +2.2% | +1.4% | -1.5% | +3.1% | +1.7% | +2.4% | +12.1% |
Elia Testa - Con oro fisico returned +13.08% 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.