Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 60.0% | 0.35% |
XNAS.XETRA Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 20.0% | 0.2% |
5MVL.XETRA iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc) • IE00BG0SKF03 | ETF | 10.0% | 0.4% |
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.3% | +2.3% | -8.4% | +28.4% | +22.3% | +9.8% | -15.9% | +2.6% | +3.5% | - | - | - | +62.1% |
| 2025 | +3.4% | -4.9% | -10.8% | -4.9% | +10.9% | +8.9% | +3.6% | -0.7% | +9.8% | +13.9% | -3.0% | +2.3% | +28.8% |
| 2024 | +3.2% | +8.0% | +4.3% | -2.9% | +4.0% | +8.5% | -5.5% | -3.1% | +1.0% | -1.2% | +3.5% | +2.1% | +22.9% |
| 2023 | +11.5% | +2.5% | +5.0% | -5.7% | +14.0% | +3.4% | +3.3% | -2.2% | -2.3% | -5.0% | +10.2% | +8.3% | +49.3% |
| 2022 | -9.3% | -0.5% | +2.5% | -7.2% | -0.5% | -11.7% | +12.6% | -4.7% | -8.9% | +1.0% | +7.0% | -8.4% | -27.1% |
| 2021 | - | - | - | - | - | - | - | +0.6% | -2.0% | +4.9% | +8.2% | +3.9% | +16.2% |
00 06 mon returned +25.97% 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.