Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DE0009848119 DWS Top Dividende LD • DE0009848119 | FUND | 22.5% | 1.45% |
IE00BVVHP456 Brown Advisory Global Leaders Fund Dollar Class A Accumulation • IE00BVVHP456 | FUND | 22.5% | 1.52% |
FR0010148981 Carmignac Investissement A • FR0010148981 | FUND | 22.5% | 1.86% |
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 22.5% | 0.2% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 5.0% | 0.07% |
LU0633140644 AB - Emerging Markets Multi-Asset Portfolio A EUR Acc • LU0633140644 | FUND | 5.0% | 1.95% |
| Total | 100.0% | 1.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +2.4% | -5.5% | +6.7% | +3.6% | +1.2% | +0.7% | +2.4% | -0.3% | +1.5% | - | - | +14.5% |
| 2025 | +4.7% | -1.7% | -5.9% | -2.4% | +5.7% | +0.3% | +3.1% | -0.3% | +2.5% | +4.1% | -0.3% | -0.1% | +9.6% |
| 2024 | +2.6% | +4.3% | +3.6% | -1.8% | +1.1% | +3.7% | -0.5% | +0.9% | -0.1% | +0.4% | +5.0% | -1.2% | +19.2% |
| 2023 | +4.3% | -0.5% | +0.4% | +0.5% | +1.5% | +2.6% | +2.0% | -1.3% | -1.5% | -2.7% | +4.7% | +3.8% | +14.4% |
| 2022 | - | - | - | - | - | - | - | - | -6.2% | +4.4% | +2.3% | -5.0% | -4.8% |
Malte Beispiel returned +12.63% a year over the 4 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.