Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNK.XETRA iShares Core MSCI Europe UCITS ETF EUR (Acc) • IE00B4K48X80 | ETF | 45.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 15.0% | 0.15% |
VBTC.XETRA VanEck Bitcoin ETN • DE000A28M8D0 | ETF | 10.0% | 1% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | -2.1% | -5.5% | +10.5% | +6.2% | -2.5% | - | - | - | - | - | - | +6.5% |
| 2025 | +6.0% | -5.7% | -5.5% | +0.3% | +7.9% | +0.5% | +6.3% | -3.2% | +4.0% | +3.3% | -5.6% | -0.1% | +7.2% |
| 2024 | +1.9% | +10.1% | +5.9% | -3.8% | +4.0% | +1.2% | +1.1% | -3.1% | +2.9% | +1.6% | +11.7% | -0.8% | +36.6% |
| 2023 | +9.3% | +0.7% | +3.4% | +0.5% | +0.9% | +3.5% | +1.9% | -2.7% | -1.4% | +0.5% | +6.8% | +4.7% | +31.3% |
| 2022 | -6.3% | -1.5% | +3.6% | -3.4% | -5.2% | -11.3% | +9.6% | -4.1% | -6.4% | +2.8% | +2.7% | -4.5% | -23.1% |
| 2021 | +5.1% | +7.0% | +9.0% | -0.5% | -7.3% | +2.4% | +1.8% | +5.5% | -3.3% | +11.1% | -1.5% | -0.7% | +30.6% |
| 2020 | - | - | - | - | - | - | - | - | - | - | -0.7% | +7.4% | +6.6% |