Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 60.0% | 0.19% |
X710.XETRA Xtrackers II Eurozone Government Bond 7-10 UCITS ETF 1C • LU0290357259 | ETF | 30.0% | 0.15% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +2.5% | -5.8% | +1.5% | - | - | - | - | - | - | - | - | +0.9% |
| 2025 | +3.8% | -1.1% | -4.4% | -1.8% | +3.8% | +0.1% | +3.5% | +0.1% | +3.6% | +3.9% | +0.5% | +0.7% | +12.8% |
| 2024 | +1.8% | +2.1% | +3.6% | -1.0% | +0.7% | +3.4% | +1.1% | -0.0% | +2.0% | +1.1% | +4.9% | -1.1% | +19.8% |
| 2023 | +4.3% | -1.0% | +1.6% | -0.1% | +1.9% | +1.5% | +1.8% | -0.5% | -1.9% | -1.2% | +4.3% | +3.4% | +14.7% |
| 2022 | -3.1% | -1.3% | +2.0% | -2.1% | -3.0% | -4.1% | +6.8% | -2.6% | -5.0% | +2.0% | +1.7% | -4.6% | -13.2% |
| 2021 | - | - | - | - | - | - | +0.3% | +1.5% | -1.6% | +2.4% | +0.9% | +2.0% | +5.7% |