Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
FLOA.LSE iShares USD Floating Rate Bond UCITS ETF USD (Acc) • IE00BDFGJ627 | ETF | 50.0% | 0.1% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.2% | +1.3% | -2.5% | +5.1% | +4.0% | +1.7% | -0.6% | +1.2% | +0.4% | - | - | - | +10.7% |
| 2025 | +3.0% | -1.4% | -6.3% | -4.0% | +4.0% | -0.7% | +4.0% | -0.4% | +1.6% | +3.4% | -0.1% | -0.2% | +2.3% |
| 2024 | +3.2% | +2.5% | +2.5% | -0.6% | +0.4% | +3.6% | -0.1% | -0.9% | +0.8% | +1.8% | +5.9% | +0.0% | +20.7% |
| 2023 | +2.4% | +1.7% | -1.1% | -0.1% | +2.9% | +1.7% | +1.3% | +0.4% | +0.3% | -1.9% | +2.3% | +2.1% | +12.8% |
| 2022 | -2.9% | -0.9% | +3.2% | +0.4% | -2.8% | -2.9% | +7.0% | -0.1% | -2.2% | +2.2% | -1.8% | -4.1% | -5.4% |
| 2021 | +0.6% | +2.1% | +4.8% | +0.1% | -0.7% | +4.0% | +1.1% | +2.1% | -0.3% | +3.1% | +1.2% | +2.3% | +22.0% |
| 2020 | +1.0% | -4.6% | -7.8% | +6.4% | +1.2% | +0.5% | -2.5% | +3.1% | -0.1% | -1.2% | +3.6% | +0.6% | -0.6% |
| 2019 | +4.2% | +2.6% | +2.0% | +2.2% | -2.1% | +1.0% | +3.2% | -0.6% | +2.4% | -0.9% | +3.0% | +0.1% | +18.4% |
| 2018 | - | - | +0.5% | +3.5% | +3.3% | +0.6% | +1.0% | +1.1% | +0.5% | -1.5% | +0.2% | -4.6% | +4.4% |
Дети от 300 на 5 лет returned +9.71% 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.