Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
WTCH.AS State Street SPDR MSCI World Technology UCITS ETF USD • IE00BYTRRD19 | ETF | 50.0% | 0.3% |
XDWS.XETRA Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09 | ETF | 25.0% | 0.25% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +3.1% | +0.1% | +7.2% | +6.5% | +0.1% | +0.5% | +3.2% | +4.0% | +2.8% | - | - | +33.9% |
| 2025 | +1.4% | -1.6% | -6.6% | -5.6% | +6.4% | +1.8% | +5.5% | -0.9% | +2.6% | +4.7% | -1.1% | -1.1% | +4.6% |
| 2024 | +4.5% | +3.2% | +4.1% | -1.1% | +1.4% | +6.7% | -1.6% | -1.0% | +0.1% | +1.4% | +7.3% | -0.9% | +26.3% |
| 2023 | +4.4% | +1.4% | +2.6% | +0.2% | +3.9% | +2.9% | +2.4% | +0.5% | -1.2% | -2.6% | +4.5% | +1.8% | +22.4% |
| 2022 | -1.2% | -0.5% | +5.7% | -0.2% | -1.8% | -7.4% | +11.2% | -0.6% | -6.6% | +7.2% | -1.1% | -6.8% | -3.8% |
| 2021 | +0.8% | +4.2% | +5.6% | +1.0% | -0.4% | +7.3% | +0.5% | +2.6% | +0.9% | +6.0% | +1.8% | +4.0% | +40.1% |
| 2020 | +1.0% | -10.0% | -10.3% | +10.8% | +1.7% | +2.8% | -1.9% | +5.9% | -3.9% | -4.6% | +12.4% | +2.2% | +3.5% |
| 2019 | +7.4% | +5.2% | +4.7% | +3.9% | -5.9% | +4.3% | +4.7% | -2.6% | +3.2% | -1.1% | +4.8% | +1.9% | +34.2% |
| 2018 | +0.9% | -1.6% | -3.3% | +4.6% | +6.6% | +0.8% | +1.5% | +2.8% | +0.8% | -4.9% | -2.1% | -8.6% | -3.3% |
| 2017 | -1.1% | +5.1% | +0.6% | -0.8% | -0.0% | -3.3% | -0.3% | -0.5% | +3.2% | +5.0% | -0.3% | +1.3% | +9.0% |
| 2016 | - | - | - | - | +7.0% | -0.2% | +3.8% | +1.1% | +1.4% | +1.0% | +3.7% | +2.6% | +22.0% |
Sektoren ETF 01 returned +17.12% 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.