Portafoglio di lungo termine per pensionamento e crescita del capitale
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 45.5% | 0.15% |
C3M.PA Amundi Euro Government Bond 0-6 M UCITS ETF Acc • FR0010754200 | ETF | 18.2% | 0.14% |
IQQ0.XETRA iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 15.4% | 0.3% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 11.8% | 0.12% |
SWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 9.1% | 0.2% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +0.2% | -4.1% | +8.0% | +8.5% | -1.6% | -2.1% | +4.7% | +3.2% | -0.9% | - | - | +16.4% |
| 2025 | +1.4% | -1.8% | -5.8% | -2.0% | +5.2% | +1.5% | +4.9% | -0.9% | +4.7% | +5.1% | -1.5% | -0.1% | +10.8% |
| 2024 | +3.8% | +3.2% | +3.1% | -1.4% | +2.6% | +7.7% | -1.4% | -0.3% | +1.6% | +2.3% | +5.2% | +1.1% | +30.7% |
| 2023 | +4.2% | +1.4% | +4.2% | -0.5% | +7.5% | +1.9% | +1.6% | +0.4% | -2.6% | -0.6% | +5.8% | +2.4% | +28.2% |
| 2022 | -5.2% | -1.2% | +4.3% | -2.1% | -3.9% | -3.7% | +7.9% | -1.7% | -4.5% | +2.5% | -1.1% | -4.4% | -13.0% |
| 2021 | +0.1% | +0.3% | +3.8% | +1.7% | -0.8% | +5.4% | +2.6% | +2.8% | -2.3% | +4.3% | +4.0% | +3.6% | +28.2% |
| 2020 | +3.7% | -5.9% | -4.0% | +7.3% | +2.2% | +3.1% | +0.1% | +6.3% | -1.7% | -3.2% | +3.8% | +2.9% | +14.5% |
| 2019 | +5.0% | +4.5% | +3.5% | +3.5% | -3.8% | +4.2% | +5.2% | -0.3% | +1.6% | +0.5% | +4.0% | +1.9% | +33.7% |
| 2018 | +1.0% | +0.9% | -3.5% | +2.7% | +5.9% | -0.3% | +0.9% | +4.0% | -0.0% | -3.0% | -1.1% | -5.4% | +1.5% |
| 2017 | +0.0% | +5.4% | +0.7% | -0.2% | +0.1% | -2.7% | +0.0% | +1.3% | +0.7% | +5.1% | -0.6% | +0.5% | +10.5% |
| 2016 | -3.5% | +2.2% | +0.9% | -2.6% | +4.1% | +0.6% | +4.3% | +0.1% | +0.7% | +0.9% | +2.0% | +1.9% | +11.9% |
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2.9% | -2.9% |
Emiliano Lopez returned +14.81% a year over the 11 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.