Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
BBVA.MC Banco Bilbao Vizcaya Argentaria SA • ES0113211835 | STOCK | 15.0% | 0% |
MLP.XETRA MLP SE • DE0006569908 | STOCK | 15.0% | 0% |
0O7J.LSE Corticeira Amorim • PTCOR0AE0006 | STOCK | 15.0% | 0% |
CABK.MC Caixabank SA • ES0140609019 | STOCK | 15.0% | 0% |
PEUG.PA Peugeot Invest SA • FR0000064784 | STOCK | 15.0% | 0% |
HBC1.XETRA HSBC Holdings plc • GB0005405286 | STOCK | 12.6% | 0% |
0EUH.LSE INDUS Holding AG • DE0006200108 | STOCK | 12.4% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.0% | -1.6% | -6.3% | +9.6% | +5.4% | +1.9% | +7.0% | +5.1% | -0.6% | -2.9% | - | - | +25.0% |
| 2025 | +9.6% | +6.3% | +1.0% | -0.4% | +8.4% | +2.2% | +4.9% | -1.5% | +3.5% | +1.3% | +2.6% | +6.2% | +53.3% |
| 2024 | +1.1% | +1.7% | +10.6% | +1.1% | +6.1% | -5.8% | +1.8% | -1.5% | -0.7% | +0.0% | -0.4% | +2.3% | +16.9% |
| 2023 | +6.4% | +5.5% | -3.0% | +6.5% | -1.5% | +7.3% | +2.5% | -4.1% | +0.2% | -5.4% | +6.0% | +2.7% | +24.2% |
| 2022 | -1.4% | -6.2% | +1.9% | -2.3% | +5.4% | -5.6% | +1.0% | -3.9% | -7.2% | +4.0% | +3.0% | +0.2% | -11.6% |
| 2021 | -0.6% | +4.5% | +3.5% | +1.7% | +5.1% | -0.4% | +0.7% | +5.3% | +0.3% | +5.2% | -8.0% | +6.7% | +25.7% |
| 2020 | -4.9% | -8.0% | -20.4% | +8.8% | +0.2% | +8.5% | -2.4% | +2.7% | +1.8% | -7.7% | +16.3% | +6.6% | -4.0% |
| 2019 | +7.6% | +2.6% | +0.5% | +7.0% | -5.0% | +0.4% | -3.0% | -5.1% | +10.1% | -1.0% | +6.1% | +5.6% | +27.2% |
| 2018 | +2.4% | -3.6% | -3.0% | +6.9% | +1.5% | +0.5% | +3.2% | -1.1% | +0.3% | -10.7% | -4.8% | -6.4% | -14.9% |
| 2017 | +6.8% | +5.6% | +7.3% | +6.1% | +7.0% | +2.3% | -0.8% | -2.5% | +3.7% | +0.4% | -3.8% | -1.3% | +34.3% |
| 2016 | -5.2% | -4.6% | +4.5% | +5.4% | +7.4% | -4.3% | +4.8% | +9.2% | +1.7% | +9.0% | -4.7% | +5.2% | +30.2% |
| 2015 | +0.7% | +7.8% | +8.7% | +4.2% | +3.0% | -4.0% | +3.5% | -6.1% | -4.7% | +6.9% | +6.9% | -2.1% | +26.0% |
| 2014 | - | - | - | - | - | - | - | - | - | - | - | -0.5% | -0.5% |
test returned +17.88% a year over the 12 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.