Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 70.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 20.0% | 0.1% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | +2.4% | -5.7% | +5.7% | +4.3% | -0.6% | -1.3% | +2.9% | +0.6% | +0.6% | - | - | +11.9% |
| 2025 | +4.1% | -1.3% | -4.6% | -2.5% | +4.1% | +0.4% | +3.8% | +0.1% | +3.8% | +4.1% | +0.4% | +0.8% | +13.2% |
| 2024 | +2.2% | +2.6% | +3.7% | -1.0% | +0.9% | +3.8% | +0.8% | +0.0% | +1.9% | +1.2% | +5.0% | -0.9% | +21.8% |
| 2023 | +4.3% | -0.7% | +1.2% | -0.1% | +1.8% | +1.9% | +2.0% | -0.7% | -1.6% | -1.8% | +4.5% | +3.2% | +14.7% |
| 2022 | -3.5% | -1.1% | +2.8% | -1.8% | -2.9% | -4.5% | +6.8% | -1.7% | -5.0% | +2.1% | +1.5% | -4.0% | -11.5% |
| 2021 | - | - | - | - | - | - | +0.2% | +2.0% | -1.6% | +3.2% | +0.5% | +2.7% | +7.1% |
Trade Rep. portfolio returned +10.33% a year over the 5 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.