Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
H41C.XETRA HSBC Developed World Screened Equity UCITS ETF USD • IE00BKY59K37 | ETF | 60.0% | 0.18% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
WELU.XETRA Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A) • IE000E7EI9P0 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.5% | -6.4% | +10.7% | +9.1% | +1.1% | -2.0% | +3.9% | +1.1% | - | - | - | +22.5% |
| 2025 | +2.9% | -1.0% | -6.6% | -4.4% | +6.0% | +1.9% | +5.1% | -0.1% | +3.4% | +5.0% | -1.1% | +1.1% | +12.0% |
| 2024 | +2.8% | +3.3% | +3.0% | -1.7% | +1.4% | +6.0% | -0.7% | -0.7% | +2.2% | +0.4% | +5.0% | -0.8% | +21.8% |
| 2023 | +4.9% | -0.8% | +1.2% | -0.2% | +3.1% | +3.2% | +2.5% | -1.8% | -1.4% | -2.9% | +6.1% | +2.9% | +17.6% |
| 2022 | - | - | - | - | - | - | - | - | - | +3.2% | +3.2% | -5.0% | +1.1% |
Пенсия 400 агрессивный returned +19.26% a year over the 4 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.