Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPPW.XETRA SPDR MSCI World UCITS ETF • IE00BFY0GT14 | ETF | 53.1% | 0.12% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 20.6% | 0.17% |
TSLA.US Tesla Inc • US88160R1014 | STOCK | 13.9% | 0% |
CSH.PA Amundi EUR Overnight Return UCITS ETF Acc • FR0010510800 | ETF | 12.4% | 0.1% |
| Total | 100.0% | 0.11% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.6% | -2.7% | -5.3% | +3.0% | - | - | - | - | - | - | - | - | -8.5% |
| 2025 | +1.6% | -18.5% | -11.5% | +0.6% | +15.1% | -6.8% | +1.3% | +4.0% | +19.8% | +4.1% | -3.9% | +2.2% | +1.8% |
| 2024 | -11.9% | +5.5% | -4.8% | +1.6% | -1.6% | +8.3% | +8.0% | -5.2% | +11.3% | -0.8% | +25.7% | +11.1% | +51.3% |
| 2023 | +19.6% | +11.5% | -0.9% | -12.3% | +14.9% | +15.8% | +1.7% | -1.5% | -0.9% | -13.1% | +11.2% | +2.9% | +52.4% |
| 2022 | -8.2% | -5.1% | +17.5% | -10.9% | -10.3% | -7.7% | +24.9% | -4.1% | -2.8% | -8.3% | -11.2% | -23.5% | -45.3% |
| 2021 | +8.2% | -8.1% | +3.3% | +2.7% | -7.7% | +8.3% | +1.2% | +5.5% | +3.6% | +28.1% | +3.4% | -4.4% | +47.6% |
| 2020 | +9.7% | -5.0% | -12.8% | +18.1% | +3.0% | +9.6% | +9.0% | +33.4% | -7.3% | -5.7% | +24.6% | +13.5% | +117.6% |
| 2019 | - | - | +1.2% | +0.7% | -6.2% | +4.7% | +3.9% | -2.1% | +3.4% | +3.0% | +4.1% | +4.8% | +18.4% |