Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
GE.US GE Aerospace • US3696043013 | STOCK | 30.0% | 0% |
VD.BA Visa Inc. | STOCK | 20.4% | 0% |
MCO.US Moodys Corporation • US6153691059 | STOCK | 13.8% | 0% |
SPGI.US S&P Global Inc • US78409V1044 | STOCK | 13.2% | 0% |
CP.US Canadian Pacific Kansas City Limited • CA13646K1084 | STOCK | 8.1% | 0% |
ABEC.XETRA Alphabet Inc • US02079K1079 | STOCK | 7.2% | 0% |
FER.AS Ferrovial SE • NL0015001FS8 | STOCK | 2.9% | 0% |
MSFT34.SA Microsoft Corporation | STOCK | 2.2% | 0% |
CNIC34.SA Canadian National Railway Company | STOCK | 2.2% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.7% | +2.3% | -8.3% | +6.2% | +4.2% | +5.9% | +1.8% | -0.2% | -0.1% | - | - | - | +8.6% |
| 2025 | +11.2% | +0.4% | -8.1% | -4.1% | +10.7% | -1.5% | +4.2% | +0.7% | +1.4% | +3.3% | +0.5% | +2.2% | +21.1% |
| 2024 | +7.1% | +4.9% | +6.3% | +3.2% | +0.9% | +1.7% | +2.9% | +1.1% | +2.4% | -2.0% | +9.6% | -1.8% | +41.9% |
| 2023 | - | - | - | - | - | +0.7% | +1.8% | +1.2% | -2.1% | -3.6% | +9.2% | +4.2% | +11.4% |
Chris Horn Portfolio returned +25.54% a year over the 3 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.