Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00B03HD191 Vanguard Global Stock Index Fund EUR Acc • IE00B03HD191 | FUND | 60.0% | 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% |
IE00BH6XS969 Heptagon Fund ICAV - Kopernik Global All-Cap Equity Fund A USD Acc • IE00BH6XS969 | FUND | 10.0% | 1.45% |
ES0112611001 AZVALOR INTERNACIONAL • ES0112611001 | FUND | 5.0% | 1.85% |
IE00B42N9S52 Polar Capital Global Technology Fund I Income • IE00B42N9S52 | FUND | 5.0% | 1.03% |
| Total | 100.0% | 0.59% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +3.1% | -5.0% | +8.2% | +5.6% | +0.0% | -0.2% | +2.4% | -0.5% | - | - | - | +17.9% |
| 2025 | +3.4% | -0.5% | -5.8% | -3.4% | +6.3% | +1.8% | +3.8% | +0.9% | +4.0% | +4.3% | -0.0% | +0.6% | +15.9% |
| 2024 | +1.6% | +3.9% | +3.7% | -1.2% | +2.5% | +2.5% | +0.9% | -0.0% | +1.6% | +0.4% | +5.2% | -0.6% | +22.1% |
| 2023 | +5.4% | -0.2% | +0.5% | -0.4% | +2.2% | +2.6% | +3.0% | -1.1% | -1.0% | -2.9% | +5.5% | +3.3% | +17.8% |
| 2022 | -2.4% | -2.2% | +3.1% | -2.0% | -1.3% | -6.6% | +8.6% | -1.9% | -6.8% | +4.7% | +4.0% | -6.4% | -10.1% |
| 2021 | +0.4% | +3.5% | +5.6% | +1.7% | +1.4% | +3.6% | +0.1% | +2.4% | -1.1% | +5.0% | -0.6% | +2.8% | +27.5% |
| 2020 | -1.0% | -7.2% | -13.7% | +12.5% | +3.2% | +2.3% | +0.3% | +4.9% | -2.0% | -2.0% | +10.2% | +3.2% | +8.2% |
| 2019 | +7.7% | +3.2% | +1.9% | +3.1% | -5.4% | +4.1% | +2.0% | -1.5% | +2.7% | +0.4% | +3.1% | +2.1% | +25.4% |
| 2018 | +1.4% | -2.0% | -2.6% | +3.3% | +3.3% | -0.8% | +1.9% | +0.2% | +0.7% | -4.6% | +0.8% | -7.0% | -6.0% |
| 2017 | +1.2% | +3.5% | +0.7% | -0.2% | -1.1% | -1.4% | -0.2% | -0.1% | +2.5% | +3.2% | -0.7% | +0.9% | +8.6% |
| 2016 | -6.2% | +0.3% | +3.1% | +2.8% | +2.2% | +0.2% | +4.6% | +0.8% | -0.1% | +0.5% | +3.2% | +3.2% | +15.2% |
| 2015 | - | - | - | - | - | - | - | - | - | -0.7% | +3.0% | -4.6% | -2.4% |
60W 10EM 10M&G 5AZ 10KOP 5POLAR returned +12.22% 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.