Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 55.0% | 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 | 15.0% | 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 | +11.8% | +1.5% | -8.7% | +30.5% | +22.9% | - | - | - | - | - | - | - | +66.1% |
| 2025 | +2.5% | -5.4% | -11.5% | -4.5% | +11.1% | +9.0% | +4.2% | -1.1% | +10.3% | +13.8% | -3.8% | +1.9% | +26.0% |
| 2024 | +3.3% | +8.2% | +4.1% | -3.1% | +3.9% | +9.9% | -6.0% | -3.1% | +1.2% | -1.1% | +3.4% | +2.3% | +24.2% |
| 2023 | +11.2% | +1.7% | +5.4% | -5.9% | +14.3% | +3.2% | +3.3% | -2.4% | -3.0% | -4.6% | +10.8% | +7.8% | +47.2% |
| 2022 | -9.7% | -1.1% | +2.3% | -7.0% | -1.3% | -10.9% | +12.0% | -4.0% | -9.2% | +0.4% | +6.6% | -8.3% | -28.2% |
| 2021 | - | - | - | - | - | - | - | +0.8% | -2.3% | +5.1% | +7.8% | +3.3% | +15.3% |