Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWI.XETRA Xtrackers MSCI World Industrials UCITS ETF 1C • IE00BM67HV82 | ETF | 50.0% | 0.25% |
XAIX.XETRA Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C EUR • IE00BGV5VN51 | ETF | 40.0% | 0.35% |
XDWF.XETRA Xtrackers MSCI World Financials UCITS ETF 1C • IE00BM67HL84 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.6% | -7.3% | +11.7% | +10.5% | +2.8% | -4.3% | +2.2% | +2.1% | -1.5% | - | - | +21.7% |
| 2025 | +5.7% | -2.5% | -7.5% | -2.6% | +8.6% | +2.4% | +4.8% | -2.1% | +3.3% | +5.0% | -2.9% | +2.0% | +13.6% |
| 2024 | +3.7% | +5.0% | +4.1% | -2.8% | -0.0% | +5.4% | +0.2% | -1.2% | +2.6% | +1.5% | +9.2% | -3.1% | +26.9% |
| 2023 | +6.5% | +2.3% | +1.3% | -1.1% | +6.6% | +5.0% | +2.8% | -0.2% | -1.8% | -3.2% | +8.4% | +5.4% | +36.1% |
| 2022 | -7.1% | -1.9% | +3.7% | -3.3% | -4.4% | -6.6% | +9.9% | -2.1% | -7.7% | +5.6% | +2.2% | -5.3% | -17.1% |
| 2021 | +2.3% | +5.1% | +6.8% | +1.1% | -0.2% | +4.3% | -0.3% | +2.7% | -2.4% | +5.3% | -0.4% | +3.8% | +31.5% |
| 2020 | -0.5% | -8.9% | -13.4% | +9.4% | +3.5% | +2.4% | -1.1% | +6.4% | +0.4% | -2.4% | +13.0% | +3.1% | +9.3% |
| 2019 | - | +3.3% | +1.2% | +4.8% | -6.9% | +4.2% | +3.5% | -3.5% | +3.5% | +0.3% | +5.5% | +0.3% | +16.6% |
World - Sector // DB KT SA world tech replaced returned +16.87% a year over the 8 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.