Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 33.4% | 0.07% |
VDST.LSE Vanguard U.S. Treasury 0-1 Year Bond UCITS ETF (USD) Accumulating • IE00BLRPPV00 | ETF | 33.3% | 0.05% |
CSGOLD.SW iShares Gold (CH) • CH0104136236 | ETF | 33.3% | 0.19% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.2% | +1.4% | -6.2% | +3.9% | +1.9% | -4.0% | +0.0% | +4.0% | - | - | - | - | +5.7% |
| 2025 | +4.1% | -0.6% | +1.6% | +1.8% | +2.2% | +2.0% | +1.6% | +1.5% | +5.0% | +2.5% | +1.0% | +2.7% | +28.5% |
| 2024 | +0.6% | +1.5% | +4.0% | +0.3% | +1.6% | +1.9% | +1.7% | +1.8% | +2.8% | +1.5% | +1.0% | -1.5% | +18.5% |
| 2023 | +4.0% | -2.3% | +3.9% | +1.0% | +0.0% | +1.4% | +2.0% | -0.6% | -2.9% | +1.5% | +3.9% | +2.3% | +14.9% |
| 2022 | -2.6% | +1.4% | +2.2% | -3.0% | -1.9% | -3.3% | +2.1% | -2.0% | -3.4% | +1.3% | +3.5% | -0.0% | -6.0% |
| 2021 | -0.6% | -1.3% | +1.0% | +2.9% | +2.7% | -1.7% | +2.0% | +0.8% | -2.3% | +2.3% | +0.0% | +2.1% | +7.9% |
| 2020 | - | - | - | - | - | - | - | - | -1.1% | -1.4% | +1.9% | +2.9% | +2.3% |