Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
C50.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Acc • LU1681047236 | ETF | 40.0% | 0.09% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 30.0% | 0.07% |
18M2.XETRA Amundi MSCI EMU High Dividend UCITS ETF UCITS ETF Acc • FR0010717090 | ETF | 30.0% | 0.3% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +4.1% | -7.2% | +5.4% | +2.7% | +3.5% | +1.7% | +0.6% | -0.0% | - | - | - | +13.1% |
| 2025 | +7.1% | +3.5% | -3.4% | -0.7% | +4.9% | -1.3% | +0.7% | +1.0% | +1.8% | +2.5% | +1.3% | +3.2% | +22.3% |
| 2024 | +1.8% | +3.5% | +4.2% | -1.7% | +2.5% | -2.1% | +0.8% | +1.6% | +0.2% | -3.3% | +0.0% | +1.7% | +9.2% |
| 2023 | +7.8% | +1.8% | +1.1% | +2.1% | -2.6% | +3.7% | +2.1% | -2.9% | -1.8% | -3.2% | +6.8% | +4.1% | +19.8% |
| 2022 | -2.5% | -5.0% | +0.1% | -0.7% | +0.2% | -8.7% | +6.3% | -4.4% | -6.1% | +8.3% | +9.1% | -3.3% | -8.1% |
| 2021 | -1.4% | +2.9% | +7.4% | +1.3% | +2.5% | +0.9% | +1.4% | +2.4% | -3.8% | +4.2% | -2.5% | +5.8% | +22.7% |
| 2020 | -2.4% | -8.4% | -16.1% | +6.2% | +4.0% | +4.7% | -1.0% | +2.8% | -1.6% | -6.3% | +16.1% | +1.9% | -3.7% |
| 2019 | +5.7% | +3.9% | +1.6% | +4.6% | -5.1% | +5.3% | -0.4% | -1.0% | +4.4% | +1.5% | +2.2% | +1.8% | +27.0% |
| 2018 | +2.3% | -3.5% | -1.8% | +5.4% | -1.8% | -0.1% | +3.9% | -2.8% | +0.5% | -5.5% | -0.7% | -4.7% | -9.0% |
| 2017 | - | - | - | - | - | - | - | - | +1.5% | +2.5% | -2.1% | -1.1% | +0.6% |
60/40 returned +9.65% a year over the 9 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.