Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 18.0% | 0.07% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 17.0% | 0.18% |
PHAU.AS WisdomTree Physical Gold EUR • JE00B1VS3770 | ETF | 12.0% | 0.39% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 12.0% | 0.3% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 7.0% | - |
ZPRS.XETRA State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) • IE00BCBJG560 | ETF | 6.0% | 0.45% |
EUNN.XETRA iShares Core MSCI Japan IMI UCITS ETF • IE00B4L5YX21 | ETF | 4.0% | 0.12% |
PAC.XETRA BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF • LU1291106356 | ETF | 2.0% | 0.15% |
IE00BH6XSF26 Heptagon Fund ICAV - Kopernik Global All-Cap Equity Fund AE EUR Acc • IE00BH6XSF26 | FUND | 2.0% | 1.45% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +2.1% | -6.5% | +7.9% | +5.0% | -0.8% | -2.2% | +4.2% | +1.3% | -0.2% | - | - | +14.3% |
| 2025 | +4.9% | -2.1% | -4.4% | -1.7% | +5.4% | +0.4% | +4.2% | -0.2% | +4.4% | +4.1% | -0.8% | +0.7% | +15.1% |
| 2024 | +2.0% | +5.7% | +5.2% | -1.9% | +2.0% | +2.7% | +0.8% | -1.3% | +2.7% | +1.8% | +7.6% | -0.6% | +29.3% |
| 2023 | +8.1% | -0.1% | +3.0% | -0.1% | +1.8% | +3.0% | +2.0% | -2.3% | -0.8% | +0.7% | +5.2% | +4.6% | +27.7% |
| 2022 | -4.8% | -0.5% | +3.0% | -2.2% | -4.1% | -7.0% | +7.7% | -2.1% | -5.6% | +1.7% | +2.3% | -4.4% | -15.6% |
| 2021 | +2.3% | +4.1% | +7.7% | +0.6% | -3.7% | +2.7% | +1.9% | +3.5% | -2.1% | +7.2% | -0.4% | +0.6% | +26.7% |
| 2020 | +1.9% | -6.5% | -11.0% | +11.3% | +2.5% | +2.6% | +2.8% | +4.0% | -1.7% | +1.2% | +10.7% | +9.5% | +27.7% |
| 2019 | +6.4% | +3.2% | +2.7% | +4.8% | +0.9% | +7.0% | +1.8% | -1.4% | +0.0% | +1.7% | +0.4% | +1.7% | +32.9% |
| 2018 | -0.9% | -1.3% | -4.5% | +4.1% | +2.2% | -1.8% | +2.3% | +0.3% | -0.1% | -4.4% | -0.6% | -5.9% | -10.4% |
| 2017 | - | - | - | - | - | - | - | - | - | - | +1.4% | +4.8% | +6.3% |
My portfolio september 2026 returned +15.93% a year over the 9 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.