Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 69.0% | 0.19% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 11.0% | 0.15% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 10.0% | 0.1% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.6% | -5.4% | +7.7% | - | - | - | - | - | - | - | - | +5.6% |
| 2025 | +3.6% | -1.8% | -5.7% | -2.7% | +5.0% | +0.9% | +4.5% | -0.3% | +4.0% | +4.6% | -0.3% | +0.4% | +12.3% |
| 2024 | +2.7% | +3.2% | +3.7% | -1.3% | +1.4% | +5.1% | +0.0% | -0.2% | +2.0% | +1.5% | +5.5% | -0.4% | +25.5% |
| 2023 | +4.8% | -0.1% | +1.7% | -0.3% | +3.5% | +2.4% | +2.2% | -0.6% | -1.9% | -2.0% | +5.3% | +3.3% | +19.7% |
| 2022 | -4.3% | -1.4% | +3.5% | -2.1% | -3.4% | -4.9% | +7.9% | -1.8% | -5.4% | +2.5% | +1.1% | -4.7% | -12.9% |
| 2021 | +0.6% | +1.4% | +4.7% | +1.5% | +0.1% | +3.9% | +1.3% | +2.5% | -1.8% | +4.0% | +1.3% | +3.4% | +25.1% |
| 2020 | +0.9% | -6.4% | -7.9% | +8.1% | +1.9% | +2.6% | +0.5% | +4.8% | -1.2% | -1.9% | +5.9% | +2.4% | +8.7% |
| 2019 | - | - | - | - | - | - | +0.1% | -0.5% | +2.1% | +0.2% | +3.3% | +2.1% | +7.6% |