This is my first portfolio, and because of that I just want to take it easy and invest in the world index MSCI.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 100.0% | 0.2% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +1.2% | -4.9% | +8.3% | +5.4% | +1.4% | -0.7% | +2.1% | +1.9% | +1.1% | - | - | +17.0% |
| 2025 | +3.9% | -2.5% | -7.9% | -3.9% | +6.4% | +0.9% | +4.8% | -0.3% | +2.5% | +4.3% | -0.3% | +0.1% | +7.1% |
| 2024 | +3.8% | +3.7% | +3.7% | -2.0% | +1.2% | +5.0% | +0.2% | -0.3% | +1.4% | +1.2% | +7.5% | -0.6% | +27.2% |
| 2023 | +5.1% | +0.7% | +0.1% | +0.3% | +2.5% | +3.8% | +2.3% | -0.6% | -1.6% | -3.4% | +5.8% | +3.7% | +19.9% |
| 2022 | -5.1% | -1.9% | +4.8% | -2.6% | -3.4% | -6.3% | +10.2% | -2.1% | -5.5% | +4.4% | +0.3% | -5.9% | -13.6% |
| 2021 | +0.6% | +3.1% | +6.2% | +2.0% | -0.4% | +4.7% | +2.0% | +2.9% | -1.9% | +5.2% | +0.8% | +3.5% | +32.5% |
| 2020 | +1.0% | -8.6% | -10.9% | +9.5% | +2.5% | +1.8% | -0.3% | +5.8% | -1.2% | -2.6% | +9.5% | +1.7% | +6.2% |
| 2019 | +7.4% | +4.0% | +2.5% | +3.6% | -4.8% | +3.9% | +3.6% | -1.7% | +3.3% | -0.1% | +4.4% | +0.7% | +29.6% |
| 2018 | +1.5% | -1.9% | -3.5% | +3.8% | +3.6% | +0.2% | +2.5% | +2.0% | +0.7% | -4.9% | +0.4% | -7.9% | -4.2% |
| 2017 | -0.6% | +5.0% | +0.5% | -0.7% | -1.1% | -1.0% | -0.8% | -0.8% | +2.9% | +3.6% | -0.3% | +0.8% | +7.5% |
| 2016 | -6.4% | +0.2% | +1.2% | +0.2% | +4.1% | -1.1% | +3.9% | +0.3% | +0.1% | +0.5% | +5.4% | +2.5% | +10.8% |
| 2015 | +5.1% | +6.3% | +3.0% | -1.7% | +1.7% | -3.6% | +3.0% | -8.1% | -3.5% | +9.5% | +3.9% | -4.4% | +10.3% |
| 2014 | -1.8% | +3.2% | +0.0% | +0.4% | +3.6% | +1.6% | +0.9% | +3.6% | +1.9% | +1.2% | +2.8% | +1.5% | +20.4% |
| 2013 | +3.6% | +3.8% | +4.4% | +0.4% | +2.6% | -3.3% | +3.4% | -2.3% | +2.9% | +3.8% | +1.3% | +0.6% | +22.8% |
| 2012 | +3.8% | +2.9% | +1.7% | -0.8% | -2.5% | +2.6% | +4.7% | +0.6% | -0.1% | -1.4% | +0.8% | -0.8% | +11.8% |
| 2011 | -0.2% | +2.6% | -3.8% | -0.3% | +0.9% | -2.2% | -0.7% | -7.5% | -1.4% | +6.2% | +0.3% | +4.0% | -2.7% |
| 2010 | -0.7% | +2.5% | +7.0% | +2.8% | -3.3% | -2.8% | +1.1% | -1.0% | +1.5% | +1.4% | +4.0% | +5.0% | +18.2% |
| 2009 | - | - | - | - | - | - | - | - | - | -3.2% | +1.8% | +5.9% | +4.3% |
Simple Portfolio returned +12.62% a year over the 17 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.