Ezeket az etfeket úgy választottam ki egy kupacba hogy csináltam egy szűrőt itt TW-n, amibe a legjobb UCITS Etfeket szedtem össze, ezekből választottam 4 különbözőt, amire a példa kedvéért darabonként 15.000 dollárt fogok elverni.
A kiválasztás alapjai:
AUM nagy legalább 1B 1-5-10 éves return erős Az AUCO kisebb AUM mint 1B
Plusz infó hogy ezek mind vásárolhatók IBRK-n keresztül, mind UCITS kompatibilis.
Ezt 2026.01.06-án raktam össze!
Meglátjuk hogyan teljesít menet közben!
** MOD 2026.02.28 - Gyengén teljesítő BNKE eladva és értéke durván átrakva a IAUP-ba!
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IAUP.LSE iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 43.0% | 0.55% |
CHIP.SW Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033 | ETF | 32.0% | 0.35% |
AUCO.LSE L&G Gold Mining UCITS ETF • IE00B3CNHG25 | ETF | 25.0% | 0.55% |
| Total | 100.0% | 0.49% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.1% | +11.9% | -18.3% | +8.9% | +8.1% | -7.5% | -6.8% | +24.3% | -6.1% | -3.9% | - | - | +17.7% |
| 2025 | +11.6% | -2.4% | +8.5% | +7.5% | +6.2% | +5.4% | +1.8% | +15.4% | +18.6% | -0.7% | +10.2% | +3.9% | +124.9% |
| 2024 | -2.4% | +0.8% | +15.8% | +1.1% | +8.0% | +2.1% | +2.8% | +3.1% | +1.7% | +2.4% | -4.5% | -3.8% | +28.8% |
| 2023 | +7.4% | -10.4% | +13.0% | +3.3% | -5.6% | -2.7% | +3.9% | -5.5% | -5.6% | +4.0% | +84.4% | +6.7% | +95.4% |
| 2022 | -5.1% | +9.7% | +7.2% | -6.5% | -7.1% | -10.0% | -3.0% | -5.0% | +0.9% | -1.0% | +11.3% | +2.5% | -8.3% |
| 2021 | -2.6% | -6.4% | +3.0% | +3.5% | +8.8% | -10.0% | +2.5% | -4.8% | -5.0% | +4.8% | +0.5% | +0.5% | -6.6% |
| 2020 | -0.5% | -7.5% | -5.0% | +23.0% | +2.3% | +4.0% | +12.6% | -1.2% | -4.5% | -4.2% | -5.5% | +4.9% | +15.6% |
| 2019 | +5.6% | -1.0% | +1.2% | -5.0% | +2.4% | +13.1% | +4.8% | +7.1% | -8.1% | +3.8% | -2.7% | +7.5% | +30.5% |
| 2018 | +1.4% | -6.9% | +1.1% | +1.3% | -0.3% | +0.1% | -3.0% | -7.9% | -0.1% | +1.3% | +1.2% | +5.8% | -6.7% |
| 2017 | +6.3% | -0.9% | -1.1% | -1.5% | +0.5% | -1.8% | +2.9% | +4.6% | -4.1% | -2.2% | +0.0% | +3.0% | +5.3% |
| 2016 | +3.9% | +23.6% | +3.8% | +18.4% | -9.0% | +17.1% | +7.2% | -14.0% | +3.8% | -6.9% | -12.3% | +5.3% | +38.4% |
| 2015 | +13.1% | -1.1% | -10.8% | +7.6% | -1.8% | -6.2% | -14.1% | +1.5% | -1.9% | +7.8% | -6.4% | +1.1% | -13.6% |
| 2014 | +7.5% | +7.0% | -5.3% | +1.9% | -6.1% | +11.3% | +0.2% | +2.0% | -13.4% | -13.2% | +5.3% | -0.8% | -6.8% |
| 2013 | -2.9% | -6.6% | -0.9% | -14.1% | -0.2% | -12.0% | +6.1% | +5.2% | -5.1% | -0.4% | -6.4% | -2.8% | -34.9% |
| 2012 | +7.8% | +1.7% | -9.2% | -5.1% | -6.4% | +0.2% | -1.9% | +5.5% | +13.0% | -3.0% | -5.9% | -3.4% | -8.8% |
| 2011 | - | - | - | - | - | - | - | - | -3.1% | +7.0% | -4.8% | -5.7% | -6.9% |
Teszt portfolio returned +11.58% a year over the 15 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.