Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 70.0% | 0.25% |
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370 | ETF | 15.0% | 0.2% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 15.0% | 0.35% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | +2.0% | -7.2% | +13.9% | +8.0% | +7.1% | -8.4% | +0.9% | +5.0% | -3.8% | - | - | +19.6% |
| 2025 | +5.3% | -2.0% | -7.8% | -2.4% | +6.9% | +0.9% | +3.1% | -0.6% | +4.1% | +2.7% | -0.8% | +1.1% | +9.9% |
| 2024 | +4.9% | +7.1% | +4.7% | -2.1% | +1.9% | +5.6% | -1.7% | -0.7% | +2.0% | +1.3% | +6.3% | -1.6% | +30.7% |
| 2023 | +1.5% | -0.9% | -1.9% | +0.2% | -1.1% | +3.9% | +2.3% | -0.8% | -1.5% | -3.1% | +5.7% | +4.2% | +8.5% |
| 2022 | -6.9% | -1.3% | +4.7% | -4.2% | -3.6% | -5.5% | +6.9% | -0.4% | -5.3% | +5.5% | +1.4% | -5.0% | -13.9% |
| 2021 | +2.7% | +0.7% | +3.0% | +3.1% | -2.2% | +4.0% | +0.2% | +3.4% | -1.3% | +5.6% | -0.9% | +1.8% | +21.6% |
| 2020 | +1.4% | -7.6% | -9.8% | +9.1% | +2.5% | +4.0% | +1.5% | +5.6% | -0.4% | -1.9% | +7.1% | +3.0% | +13.5% |
| 2019 | +7.5% | +4.1% | +2.8% | +3.3% | -3.8% | +3.5% | +3.8% | -0.9% | +1.1% | -0.6% | +3.8% | +1.8% | +29.3% |
| 2018 | - | - | - | +2.8% | +5.0% | -0.9% | +1.4% | +3.6% | +0.8% | -7.5% | +1.1% | -7.8% | -2.4% |
Marco Momentum returned +12.91% a year over the 8 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.