Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 50.0% | 0.38% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 20.0% | 0.3% |
ETSZ.F BNP Paribas Easy STOXX Europe 600 UCITS ETF • FR0011550193 | ETF | 15.0% | 0.19% |
RS2K.PA Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672 | ETF | 10.0% | 0.35% |
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592 | ETF | 5.0% | 0.6% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.4% | -6.6% | +11.7% | +8.5% | +1.7% | -4.0% | +2.8% | +2.6% | -1.4% | - | - | +18.8% |
| 2025 | +4.2% | -3.1% | -8.0% | -3.9% | +7.4% | +1.9% | +5.0% | -0.4% | +3.8% | +5.2% | -1.2% | +0.3% | +10.5% |
| 2024 | +2.5% | +3.9% | +3.5% | -2.2% | +1.6% | +5.3% | +0.3% | -0.8% | +2.3% | +0.5% | +6.3% | -0.3% | +24.9% |
| 2023 | +6.6% | +0.1% | +0.3% | -0.4% | +2.8% | +4.2% | +3.4% | -1.8% | -2.2% | -4.3% | +6.6% | +4.8% | +21.4% |
| 2022 | -6.2% | -2.9% | +4.0% | -4.1% | -4.1% | -6.5% | +9.7% | -1.8% | -6.9% | +3.2% | +1.9% | -6.0% | -19.2% |
| 2021 | +2.0% | +2.6% | +4.6% | +2.0% | -0.4% | +5.3% | +0.0% | +3.4% | -2.5% | +5.2% | +0.1% | +3.4% | +28.6% |
| 2020 | -0.3% | -8.3% | -13.2% | +10.2% | +2.2% | +4.0% | +0.5% | +6.0% | -1.3% | -2.1% | +10.6% | +3.6% | +9.7% |
| 2019 | - | - | - | - | -2.5% | +4.4% | +3.2% | -2.8% | +3.2% | +0.4% | +4.3% | +2.0% | +12.6% |
World returned +13.48% a year over the 7 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.