Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PSP5.PA Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128 | ETF | 45.0% | 0.12% |
ETSZ.F BNP Paribas Easy STOXX Europe 600 UCITS ETF • FR0011550193 | ETF | 20.0% | 0.19% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 20.0% | 0.3% |
RS2K.PA Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672 | ETF | 10.0% | 0.35% |
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592 | ETF | 5.0% | 0.6% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +0.7% | -6.2% | +12.0% | +8.7% | +1.5% | -4.0% | +2.8% | +2.9% | -1.3% | - | - | +19.0% |
| 2025 | +3.9% | -3.5% | -8.4% | -4.5% | +7.5% | +2.2% | +5.5% | -0.8% | +3.9% | +5.4% | -1.2% | +0.1% | +9.2% |
| 2024 | +2.8% | +4.2% | +3.5% | -2.2% | +1.6% | +6.0% | +0.0% | -1.0% | +2.4% | +1.2% | +6.6% | -0.1% | +27.5% |
| 2023 | +6.0% | +0.4% | +0.4% | -0.4% | +3.5% | +4.2% | +3.4% | -1.2% | -2.5% | -4.1% | +6.6% | +4.7% | +22.2% |
| 2022 | -6.3% | -2.9% | +4.7% | -4.2% | -4.0% | -6.6% | +10.1% | -1.6% | -6.8% | +3.5% | +0.9% | -6.1% | -18.9% |
| 2021 | +2.1% | +2.8% | +5.1% | +2.2% | -0.7% | +5.6% | +0.2% | +3.7% | -2.6% | +5.6% | +0.7% | +3.6% | +31.9% |
| 2020 | -0.0% | -8.4% | -12.7% | +10.8% | +2.1% | +3.8% | +0.8% | +6.5% | -1.6% | -2.1% | +10.0% | +3.3% | +10.0% |
| 2019 | - | - | - | - | -2.7% | +4.5% | +3.8% | -2.7% | +3.1% | +0.3% | +4.7% | +2.1% | +13.4% |
Pea returned +14.35% a year over the 7 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.