Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 60.0% | 0.35% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 10.0% | 0.25% |
XNAS.XETRA Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 10.0% | 0.2% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.9% | +1.9% | -8.9% | +29.3% | +22.0% | +10.2% | - | - | - | - | - | - | +80.8% |
| 2025 | +2.7% | -5.1% | -10.9% | -4.7% | +10.7% | +9.0% | +3.9% | -0.9% | +10.4% | +13.7% | -3.6% | +2.1% | +26.9% |
| 2024 | +2.8% | +8.2% | +4.1% | -2.9% | +3.7% | +9.5% | -5.9% | -3.1% | +1.4% | -1.3% | +3.0% | +2.1% | +22.6% |
| 2023 | +11.4% | +1.8% | +5.4% | -6.3% | +14.8% | +3.2% | +3.4% | -2.6% | -3.0% | -4.8% | +10.9% | +8.2% | +47.8% |
| 2022 | -9.5% | -1.1% | +2.1% | -7.0% | -1.0% | -10.9% | +11.7% | -3.9% | -9.3% | +0.1% | +7.2% | -8.2% | -28.0% |
| 2021 | - | - | - | - | - | - | - | +0.7% | -2.2% | +5.0% | +8.2% | +3.3% | +15.6% |