Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XWES.LSE Xtrackers MSCI World Energy UCITS ETF 1C • IE00BM67HM91 | ETF | 34.0% | 0.25% |
IITU.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 33.0% | 0.15% |
SPGP.LSE iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 33.0% | 0.55% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.9% | +9.6% | -2.8% | +1.3% | +4.5% | -7.1% | +1.1% | +15.4% | -1.4% | +0.8% | - | - | +28.6% |
| 2025 | +7.0% | -2.6% | +1.6% | -4.1% | +4.6% | +4.4% | +6.1% | +6.0% | +9.5% | +2.5% | +3.7% | +0.3% | +45.5% |
| 2024 | -1.1% | +0.4% | +10.3% | +1.8% | +1.7% | +3.5% | +1.0% | -1.5% | -1.3% | +4.9% | +2.7% | -3.6% | +19.5% |
| 2023 | +6.1% | -4.6% | +6.7% | +1.6% | -1.5% | +1.4% | +4.1% | -8.3% | -0.3% | +0.0% | +3.4% | +1.5% | +9.4% |
| 2022 | +0.1% | +5.1% | +9.5% | -4.0% | -0.4% | -10.3% | +4.6% | -0.5% | -3.4% | +5.8% | +4.8% | -2.3% | +7.8% |
| 2021 | -0.7% | +1.3% | +3.6% | +3.9% | +3.7% | +0.5% | -0.1% | -0.8% | +0.2% | +6.5% | +1.7% | +1.4% | +23.1% |
| 2020 | -1.6% | -9.4% | -12.6% | +20.3% | +4.8% | +3.6% | +1.9% | +3.4% | -6.4% | -5.4% | +8.5% | +4.2% | +7.4% |
| 2019 | +6.6% | +2.2% | +3.9% | -0.4% | -1.8% | +10.8% | +5.9% | -0.3% | -2.1% | -1.0% | +1.1% | +5.1% | +33.4% |
| 2018 | +0.4% | -4.1% | -2.0% | +5.9% | +5.1% | +0.9% | -0.1% | -2.3% | +0.5% | -4.0% | -1.5% | -2.9% | -4.5% |
| 2017 | +1.4% | +1.5% | -0.3% | -3.1% | +1.5% | -2.5% | +3.1% | +3.7% | -1.2% | +2.3% | -0.4% | +3.3% | +9.4% |
| 2016 | +1.5% | +12.9% | +4.9% | +7.8% | -2.2% | +14.7% | +5.2% | -3.9% | +3.8% | +0.8% | -4.4% | +5.5% | +55.2% |
| 2015 | - | - | - | - | - | - | - | - | - | - | +1.0% | -2.1% | -1.2% |
TECH ENERGY GOLD MR returned +20.24% a year over the 11 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.