Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 35.0% | 0.2% |
DBPG.XETRA Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552 | ETF | 20.0% | 0.6% |
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3 | ETF | 20.0% | 0.39% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 10.0% | 0.25% |
VAGF.XETRA Vanguard Global Aggregate Bond UCITS ETF EUR Hedged Accumulating • IE00BG47KH54 | ETF | 10.0% | 0.08% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.9% | -5.7% | +9.6% | +5.6% | +1.4% | -1.8% | +2.4% | +1.3% | +0.7% | - | - | +17.9% |
| 2025 | +4.5% | -3.2% | -7.6% | -4.1% | +6.6% | +1.4% | +4.5% | +0.8% | +3.0% | +3.7% | +0.6% | +0.5% | +10.2% |
| 2024 | - | - | - | - | - | - | - | - | - | +1.2% | +8.3% | -2.3% | +7.1% |