Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 55.0% | 0.07% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 25.0% | 0.3% |
AGGU.LSE iShares Core Global Aggregate Bond UCITS ETF USD Hedged (Acc) • IE00BZ043R46 | ETF | 20.0% | 0.1% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | -0.9% | -5.5% | +10.6% | +6.2% | -0.8% | -2.3% | +3.2% | +0.2% | - | - | - | +11.0% |
| 2025 | +2.4% | -3.2% | -5.1% | +0.2% | +6.3% | +4.6% | +2.7% | +0.7% | +3.1% | +3.1% | -0.4% | +0.6% | +15.5% |
| 2024 | +1.6% | +3.1% | +2.6% | -3.0% | +2.6% | +5.5% | +0.0% | +1.1% | +2.4% | -0.4% | +4.4% | -0.5% | +21.0% |
| 2023 | +6.3% | -1.0% | +4.0% | +1.2% | +2.2% | +5.3% | +2.7% | -1.0% | -4.0% | -2.7% | +8.4% | +5.2% | +29.3% |
| 2022 | -6.4% | -2.1% | +3.8% | -8.0% | -2.5% | -6.9% | +8.0% | -2.9% | -7.1% | +3.5% | +1.9% | -3.3% | -21.1% |
| 2021 | +0.2% | +1.2% | +2.4% | +4.4% | +0.1% | +2.8% | +2.2% | +2.8% | -3.5% | +4.7% | +0.7% | +2.6% | +22.3% |
| 2020 | +1.6% | -7.0% | -6.7% | +9.8% | +3.1% | +3.1% | +5.1% | +7.1% | -3.1% | -2.5% | +8.2% | +3.7% | +22.7% |
| 2019 | +6.7% | +2.7% | +2.1% | +3.4% | -4.5% | +5.4% | +2.8% | -2.1% | +1.3% | +2.0% | +3.3% | +2.3% | +27.8% |
| 2018 | +4.5% | -1.7% | -3.4% | +1.5% | +2.2% | +1.0% | +2.1% | +3.2% | +0.3% | -6.0% | +0.4% | -6.1% | -2.7% |
| 2017 | - | - | - | - | - | - | - | - | - | - | +0.8% | +1.7% | +2.5% |
Concentrate-Grow-87%-EEUU-Moderate-Risk returned +13.46% a year over the 9 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.