Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 80.0% | 0.3% |
CSH2.LSE Amundi Smart Overnight Return UCITS ETF GBP Hedged Acc • LU1230136894 | ETF | 20.0% | 0.1% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.4% | -1.0% | -3.8% | +11.0% | +10.3% | +0.6% | -6.6% | +3.3% | +5.2% | -3.1% | - | - | +14.9% |
| 2025 | +2.8% | -5.3% | -8.0% | -1.2% | +7.3% | +3.4% | +6.2% | -1.7% | +4.4% | +6.3% | -2.1% | -1.1% | +10.1% |
| 2024 | +2.0% | +3.7% | +1.6% | -1.7% | +1.4% | +7.8% | -3.3% | -1.4% | +1.0% | +2.9% | +5.1% | +3.0% | +23.9% |
| 2023 | +7.1% | +2.2% | +4.7% | -1.0% | +7.5% | +3.7% | +2.1% | +0.2% | -0.8% | -2.1% | +5.4% | +4.7% | +38.8% |
| 2022 | -7.7% | -2.3% | +6.0% | -6.6% | -3.9% | -4.0% | +8.6% | +1.1% | -4.0% | -1.1% | -3.1% | -4.6% | -20.5% |
| 2021 | +0.3% | -2.0% | +2.7% | +3.4% | -2.3% | +7.1% | +1.4% | +4.6% | -1.8% | +2.6% | +5.0% | +0.1% | +22.8% |
| 2020 | +3.0% | -4.7% | -0.3% | +9.5% | +4.9% | +5.8% | +0.6% | +8.2% | -1.5% | -3.1% | +5.1% | +2.9% | +33.6% |
| 2019 | +4.2% | +1.2% | +4.6% | +4.9% | -3.7% | +4.9% | +6.9% | -3.2% | +0.2% | -0.5% | +3.5% | +1.5% | +26.7% |
| 2018 | +1.7% | +1.3% | -5.4% | +3.5% | +7.0% | +2.5% | +1.3% | +5.6% | -0.5% | -4.9% | -1.1% | -5.7% | +4.3% |
| 2017 | +1.3% | +4.4% | +1.3% | -0.5% | +3.5% | -2.9% | +2.4% | +2.7% | -3.0% | +5.1% | +0.2% | +1.3% | +16.7% |
| 2016 | -5.0% | +3.6% | +1.7% | -4.5% | +3.8% | +4.6% | +8.3% | +1.1% | +2.7% | +3.9% | -1.3% | +2.8% | +23.1% |
| 2015 | - | - | - | - | - | -3.2% | +4.4% | -3.6% | -1.7% | +8.9% | +1.5% | +0.8% | +6.7% |
us with profit take returned +16.65% 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.