Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SGLD.AS Invesco Physical Gold ETC • IE00B579F325 | ETC | 36.0% | 0.12% |
SXRT.XETRA iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) • IE00B53L3W79 | ETF | 33.4% | 0.1% |
LSK7.XETRA Amundi EURO STOXX 50 Daily (-1x) Inverse UCITS ETF Acc • FR0010424135 | ETF | 30.6% | 0.4% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.4% | +2.3% | -4.1% | -0.6% | -0.1% | -3.4% | -0.0% | +3.2% | -1.6% | +0.5% | - | - | +1.3% |
| 2025 | +3.5% | +0.9% | +1.7% | +0.2% | +0.1% | -1.3% | +1.2% | +0.9% | +4.7% | +2.7% | +2.2% | +0.8% | +18.9% |
| 2024 | +0.2% | +8.4% | +4.0% | +1.9% | +0.3% | +0.4% | +1.4% | +0.7% | +2.1% | +3.0% | -0.1% | +0.1% | +24.5% |
| 2023 | +0.4% | +0.1% | +0.2% | +0.3% | -0.2% | +0.6% | +0.3% | -0.4% | -0.1% | -0.1% | +0.9% | +0.6% | +2.7% |
| 2022 | -0.1% | -0.1% | -0.5% | -0.1% | -0.3% | +0.3% | -0.6% | +0.2% | +0.4% | -0.8% | -0.2% | +0.1% | -1.8% |
| 2021 | -0.4% | -2.4% | +1.1% | +0.5% | +2.3% | -1.8% | +1.6% | +0.3% | -0.5% | +0.7% | -0.8% | +0.8% | +1.3% |
| 2020 | +2.0% | +0.3% | +0.6% | +1.1% | -0.7% | +0.0% | +2.1% | -0.8% | -1.1% | +0.4% | -3.8% | +1.4% | +1.3% |
| 2019 | +1.2% | +0.5% | -0.1% | +0.9% | -0.7% | +3.0% | +1.2% | +2.9% | -0.8% | +0.4% | -0.4% | +1.0% | +9.5% |
| 2018 | -0.3% | -0.2% | +0.1% | +0.6% | +0.2% | -1.5% | -0.6% | -1.2% | +0.0% | +1.4% | +0.1% | +1.4% | -0.1% |
| 2017 | - | +1.7% | -0.4% | +0.0% | -1.1% | -1.6% | -0.5% | +1.0% | -0.4% | +0.3% | -1.0% | +0.3% | -1.7% |
Optimize inverse returned +5.43% a year over the 10 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.