Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
2B7C.XETRA iShares S&P 500 Industrials Sector UCITS ETF • IE00B4LN9N13 | ETF | 35.0% | 0.15% |
XLKS.LSE Invesco US Technology Sector UCITS ETF • IE00B3VSSL01 | ETF | 35.0% | 0.14% |
EMVL.LSE iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc) • IE00BG0SKF03 | ETF | 15.0% | 0.4% |
CEMS.XETRA iShares Edge MSCI Europe Value Factor UCITS ETF • IE00BQN1K901 | ETF | 15.0% | 0.25% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +4.4% | -6.8% | +11.7% | +9.3% | +2.3% | -3.6% | +2.4% | +2.3% | -1.8% | - | - | +22.9% |
| 2025 | +2.8% | -2.1% | -7.2% | -3.4% | +8.9% | +2.5% | +5.9% | -0.8% | +3.4% | +6.0% | -1.8% | +1.2% | +15.3% |
| 2024 | +2.9% | +5.3% | +3.9% | -1.0% | +2.0% | +6.1% | -0.5% | -0.8% | +2.5% | +1.0% | +6.6% | -0.5% | +30.6% |
| 2023 | +5.2% | +2.5% | +1.2% | -1.5% | +5.3% | +5.3% | +2.8% | -0.4% | -2.6% | -3.6% | +7.5% | +4.7% | +28.9% |
| 2022 | -3.8% | -1.8% | +3.8% | -2.8% | -3.1% | -7.1% | +10.1% | -1.5% | -7.4% | +6.6% | +1.6% | -4.7% | -11.0% |
| 2021 | -0.0% | +4.7% | +7.6% | +1.4% | +0.2% | +3.7% | +0.8% | +2.9% | -2.6% | +4.6% | +1.6% | +4.3% | +32.9% |
| 2020 | +0.8% | -8.9% | -12.0% | +8.5% | +2.9% | +3.9% | -1.1% | +8.8% | -1.1% | -3.5% | +10.7% | +2.3% | +8.9% |
| 2019 | +8.6% | +6.0% | +1.7% | +4.6% | -7.0% | +4.9% | +4.8% | -3.4% | +4.0% | +0.3% | +5.6% | +1.7% | +35.5% |
Region - Sector // DB KT SA returned +20.11% 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.