Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AGGU.LSE iShares Core Global Aggregate Bond UCITS ETF USD Hedged (Acc) • IE00BZ043R46 | ETF | 54.2% | 0.1% |
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 35.8% | 0.3% |
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 5.0% | 0.19% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +0.0% | -4.3% | +7.5% | +5.0% | -0.2% | -3.4% | +2.4% | +0.1% | - | - | - | +7.8% |
| 2025 | +1.4% | -1.6% | -3.1% | +1.1% | +4.0% | +3.3% | +1.5% | +0.4% | +2.7% | +2.6% | -0.7% | +0.3% | +12.3% |
| 2024 | +0.5% | +1.5% | +1.5% | -2.2% | +2.1% | +4.0% | +0.2% | +0.9% | +2.1% | -1.1% | +2.4% | +0.3% | +12.4% |
| 2023 | +5.9% | -1.2% | +4.5% | +0.5% | +2.5% | +3.0% | +1.7% | -0.9% | -3.0% | -1.9% | +6.7% | +4.4% | +23.9% |
| 2022 | -4.9% | -2.2% | +1.2% | -6.6% | -1.8% | -4.6% | +5.9% | -2.9% | -5.9% | +0.5% | +2.3% | -2.6% | -20.3% |
| 2021 | +0.2% | -1.0% | +0.5% | +2.5% | -0.1% | +2.5% | +1.3% | +1.6% | -2.5% | +2.4% | +0.9% | +0.8% | +9.3% |
| 2020 | +1.9% | -3.0% | -3.9% | +7.2% | +1.8% | +3.4% | +3.9% | +4.0% | -1.7% | -1.1% | +4.8% | +2.9% | +21.5% |
| 2019 | - | - | - | - | - | - | -0.2% | -0.6% | +0.4% | +1.7% | +1.8% | +1.7% | +4.9% |
Diversified-Growth-55%-EEUU-Moderate-Risk-Balanced returned +9.21% a year over the 7 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.