Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SE0005188836 Länsförsäkringar Global Indexnära • SE0005188836 | FUND | 20.0% | 0.22% |
SE0000671919 SPP Aktiefond Global A • SE0000671919 | FUND | 20.0% | 0.33% |
NO0010827280 DNB Global Indeks S • NO0010827280 | FUND | 13.0% | 0.18% |
SE0012454338 Avanza Emerging Markets • SE0012454338 | FUND | 12.0% | 0.26% |
SE0011527613 Avanza Global • SE0011527613 | FUND | 10.0% | 0.09% |
SE0004578615 Öhman Etisk Emerging Markets A • SE0004578615 | FUND | 6.0% | 1.5% |
NO0012740150 DNB Global Emerging Markets Indeks S • NO0012740150 | FUND | 6.0% | 0.3% |
SE0005796331 Länsförsäkringar Tillväxtmrkd Idxnära A • SE0005796331 | FUND | 6.0% | 0.4% |
SE0000531881 SPP Aktiefond Europa • SE0000531881 | FUND | 4.0% | 0.22% |
SE0001718388 Avanza Zero • SE0001718388 | FUND | 3.0% | - |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.1% | +4.0% | -4.0% | +7.9% | +5.9% | +4.0% | -2.2% | +3.4% | +2.7% | -1.7% | - | - | +21.1% |
| 2025 | +2.6% | -2.2% | -9.3% | -2.9% | +5.1% | +3.7% | +3.6% | -0.8% | +4.0% | +3.6% | -1.2% | -0.4% | +5.0% |
| 2024 | +1.7% | +4.5% | +5.8% | +0.4% | -0.7% | +3.2% | +2.0% | -1.8% | +2.4% | +2.3% | +3.1% | -0.3% | +24.9% |
| 2023 | +8.1% | -3.8% | +2.5% | -0.2% | +4.7% | +4.5% | +1.1% | +0.1% | -4.7% | -0.8% | +2.6% | +0.9% | +15.3% |
| 2022 | -2.3% | -2.3% | +0.3% | -2.2% | -0.3% | -3.9% | +4.3% | +0.9% | -5.3% | +2.2% | +5.9% | -4.0% | -7.1% |
| 2021 | +2.2% | +2.3% | +4.9% | +0.8% | +0.6% | +3.5% | -0.0% | +2.4% | -3.0% | +1.6% | +3.0% | +2.5% | +22.7% |
| 2020 | - | - | - | - | - | - | - | +0.0% | +2.1% | -2.2% | +6.8% | +1.1% | +7.7% |
Linnea 1 returned +14.14% a year over the 6 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.