Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 65.0% | 0.17% |
GAGG.PA Amundi Core Global Aggregate Bond UCITS ETF Acc • LU1437024729 | ETF | 15.0% | 0.1% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 10.0% | 0% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 5.0% | - |
EPRA.PA Amundi FTSE EPRA NAREIT Global UCITS ETF Acc • LU1437018838 | ETF | 5.0% | 0.24% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +1.9% | -4.9% | +6.2% | +3.9% | -0.8% | - | - | - | - | - | - | +7.8% |
| 2025 | +4.3% | -2.1% | -5.3% | -2.8% | +4.6% | -0.1% | +4.3% | -0.3% | +3.2% | +3.5% | -0.5% | +0.3% | +9.0% |
| 2024 | +2.0% | +4.2% | +4.7% | -1.9% | +1.1% | +3.1% | +1.2% | -0.6% | +2.1% | +1.8% | +7.5% | -1.4% | +25.8% |
| 2023 | +6.3% | -0.1% | +1.3% | -0.4% | +1.6% | +2.1% | +1.6% | -1.1% | -1.2% | -0.8% | +4.4% | +4.2% | +19.1% |
| 2022 | -3.9% | -0.5% | +3.3% | -1.8% | -3.9% | -5.8% | +8.3% | -2.4% | -5.1% | +2.4% | +0.3% | -4.5% | -13.7% |
| 2021 | +1.8% | +3.1% | +7.0% | +0.7% | -1.4% | +2.7% | +2.3% | +2.7% | -1.9% | +5.7% | +0.3% | +1.4% | +26.8% |
| 2020 | +2.2% | -5.8% | -10.2% | +9.8% | +1.4% | +1.3% | +1.0% | +3.4% | -0.9% | -0.1% | +8.4% | +5.6% | +15.4% |
| 2019 | +6.0% | +2.9% | +2.5% | +3.5% | +0.9% | +5.3% | +2.6% | -0.1% | +1.1% | +0.3% | +1.7% | +1.1% | +31.6% |
| 2018 | -1.6% | -1.1% | -3.7% | +4.5% | +2.2% | -1.3% | +2.2% | +0.6% | -0.3% | -2.9% | -1.2% | -5.4% | -8.3% |
| 2017 | - | - | - | -0.7% | +2.0% | -0.4% | -0.4% | +3.5% | +0.8% | +5.1% | +3.3% | +4.9% | +19.4% |