Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733 | ETF | 20.0% | 0.17% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +2.9% | -6.6% | +6.2% | +3.9% | -0.1% | -0.8% | +2.7% | +0.0% | +0.6% | - | - | +12.7% |
| 2025 | +4.7% | -0.4% | -4.2% | -2.6% | +4.5% | +0.0% | +3.6% | +0.4% | +4.2% | +4.0% | +0.4% | +1.2% | +16.6% |
| 2024 | +1.7% | +2.8% | +4.1% | -0.2% | +1.3% | +3.1% | +0.7% | +0.0% | +2.5% | +0.4% | +3.7% | -0.5% | +21.3% |
| 2023 | +5.2% | -0.8% | +0.8% | -0.0% | +0.9% | +2.1% | +2.8% | -1.7% | -1.3% | -2.5% | +4.8% | +3.2% | +14.0% |
| 2022 | -2.7% | -1.7% | +2.2% | -0.9% | -2.9% | -4.9% | +6.4% | -1.6% | -5.7% | +1.7% | +4.0% | -4.1% | -10.3% |
| 2021 | - | - | - | - | - | - | -0.5% | +2.5% | -2.0% | +3.6% | -0.4% | +3.2% | +6.4% |
mein Port returned +11.04% 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.