Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00B03HD191 Vanguard Global Stock Index Fund EUR Acc • IE00B03HD191 | FUND | 40.0% | 0.18% |
LU1670707527 M&G (Lux) European Strategic Value Fund A EUR Acc • LU1670707527 | FUND | 10.0% | 1.86% |
IE0031786696 Vanguard Emerging Markets Stock Index Fund EUR Acc • IE0031786696 | FUND | 10.0% | 0.08% |
ES0112611001 AZVALOR INTERNACIONAL • ES0112611001 | FUND | 10.0% | 1.85% |
IE00BH6XS969 Heptagon Fund ICAV - Kopernik Global All-Cap Equity Fund A USD Acc • IE00BH6XS969 | FUND | 10.0% | 1.45% |
IE00B42N9S52 Polar Capital Global Technology Fund I Income • IE00B42N9S52 | FUND | 10.0% | 1.03% |
IE00B42W4L06 Vanguard Global Small-Cap Index Fund EUR Acc • IE00B42W4L06 | FUND | 10.0% | 0.29% |
| Total | 100.0% | 0.73% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.1% | +3.9% | -4.9% | +9.0% | +5.9% | -0.1% | -1.0% | +2.8% | -0.3% | - | - | - | +21.5% |
| 2025 | +3.5% | -1.2% | -5.8% | -3.4% | +6.8% | +2.3% | +4.1% | +1.3% | +4.2% | +4.8% | +0.0% | +0.8% | +18.0% |
| 2024 | +0.9% | +3.6% | +4.0% | -1.2% | +2.6% | +2.1% | +1.0% | -0.4% | +1.6% | +0.3% | +5.1% | -0.9% | +20.3% |
| 2023 | +5.9% | -0.2% | +0.2% | -0.9% | +2.5% | +2.5% | +3.5% | -1.3% | -1.0% | -3.3% | +5.6% | +3.8% | +18.0% |
| 2022 | -2.5% | -1.2% | +3.2% | -1.8% | -1.4% | -6.8% | +8.5% | -1.6% | -6.8% | +4.7% | +4.0% | -6.3% | -9.0% |
| 2021 | +0.9% | +4.1% | +5.0% | +1.5% | +1.8% | +3.5% | -0.5% | +2.2% | -0.7% | +4.7% | -1.0% | +2.5% | +26.7% |
| 2020 | -1.6% | -7.1% | -14.8% | +13.3% | +3.5% | +2.6% | +0.5% | +4.9% | -2.1% | -1.5% | +10.6% | +3.8% | +9.5% |
| 2019 | +8.3% | +3.3% | +1.8% | +2.9% | -5.8% | +4.2% | +1.8% | -1.7% | +2.4% | +0.4% | +3.0% | +2.2% | +24.4% |
| 2018 | +1.3% | -1.8% | -2.3% | +3.5% | +3.7% | -0.9% | +1.3% | +0.5% | +0.4% | -5.0% | +0.4% | -6.9% | -6.2% |
| 2017 | +1.6% | +3.3% | +0.8% | +0.0% | -1.2% | -1.4% | +0.1% | +0.0% | +2.7% | +3.2% | -0.8% | +0.9% | +9.5% |
| 2016 | -6.6% | +0.8% | +3.5% | +3.0% | +2.4% | +0.3% | +5.1% | +0.9% | +0.2% | +0.3% | +3.1% | +3.0% | +16.4% |
| 2015 | - | - | - | - | - | - | - | - | - | -0.6% | +3.1% | -4.6% | -2.3% |
40W 10EM 10SC 10AZ 10KOP 10POLAR 10M&G returned +12.86% a year over the 11 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.