Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LBNK.XETRA Amundi STOXX Europe 600 Banks UCITS ETF Acc • LU1834983477 | ETF | 59.9% | 0.3% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 10.1% | 0.35% |
FLXK.XETRA Franklin FTSE Korea UCITS ETF • IE00BHZRR030 | ETF | 5.0% | 0.09% |
VGEK.XETRA Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating • IE00BK5BQZ41 | ETF | 5.0% | 0.15% |
VWCG.XETRA Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating • IE00BK5BQX27 | ETF | 5.0% | 0.1% |
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 5.0% | 0.25% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
VGWE.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626 | ETF | 5.0% | 0.29% |
| Total | 100.0% | 0.27% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.0% | +0.7% | -9.8% | +13.2% | +9.4% | +6.6% | -0.2% | +1.3% | +2.3% | - | - | - | +32.9% |
| 2025 | +8.5% | +8.6% | -2.3% | -1.1% | +9.0% | +1.0% | +6.1% | +1.4% | +5.2% | +3.9% | +3.0% | +6.9% | +61.9% |
| 2024 | +0.9% | +3.3% | +8.6% | +2.0% | +4.3% | -1.4% | +3.0% | -1.5% | +0.8% | -0.1% | +0.8% | +2.4% | +25.1% |
| 2023 | +11.7% | +3.8% | -8.4% | +1.3% | +1.0% | +5.5% | +4.8% | -3.4% | +1.1% | -5.3% | +7.6% | +4.6% | +25.2% |
| 2022 | +2.3% | -6.2% | -0.5% | -2.4% | +3.6% | -9.7% | +4.0% | -1.8% | -6.3% | +6.3% | +8.6% | -1.9% | -5.6% |
| 2021 | - | - | - | - | - | - | - | -1.4% | +1.5% | +5.2% | -4.2% | +5.7% | +6.6% |
Benny 3 MS returned +27.04% a year over the 5 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.