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 | +12.8% | +1.8% | -9.0% | +31.5% | +23.4% | +11.3% | -18.7% | +3.1% | - | - | - | - | +58.2% |
| 2025 | +2.7% | -5.5% | -11.6% | -4.7% | +11.2% | +9.4% | +3.9% | -1.0% | +10.7% | +14.3% | -3.8% | +2.1% | +27.5% |
| 2024 | +3.2% | +8.5% | +4.2% | -3.1% | +4.0% | +9.7% | -6.2% | -3.3% | +1.1% | -1.4% | +3.1% | +2.3% | +23.1% |
| 2023 | +11.5% | +1.8% | +5.4% | -6.3% | +14.7% | +3.1% | +3.4% | -2.6% | -3.0% | -4.8% | +10.9% | +8.1% | +47.8% |
| 2022 | -9.8% | -0.9% | +2.2% | -7.2% | -0.9% | -11.2% | +12.0% | -4.2% | -9.3% | +0.3% | +7.3% | -8.3% | -28.5% |
| 2021 | - | - | - | - | - | - | - | +0.7% | -2.2% | +5.0% | +8.2% | +3.3% | +15.6% |