Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PSP5.PA Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128 | ETF | 56.0% | 0.12% |
ETZ.PA BNP Paribas Easy STOXX Europe 600 UCITS ETF • FR0011550193 | ETF | 18.0% | 0.19% |
EUNM.XETRA iShares MSCI EM UCITS ETF (Acc) • IE00B4L5YC18 | ETF | 18.0% | 0.18% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 8.0% | 0.12% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +2.1% | -6.1% | +8.5% | - | - | - | - | - | - | - | - | +6.9% |
| 2025 | +4.0% | -1.4% | -5.7% | -3.5% | +5.2% | +0.8% | +4.4% | -0.3% | +4.1% | +4.5% | -0.0% | +0.6% | +12.6% |
| 2024 | +2.7% | +3.5% | +4.0% | -0.8% | +1.1% | +4.8% | +0.2% | -0.4% | +2.2% | +1.2% | +5.2% | -0.2% | +25.9% |
| 2023 | +5.1% | -0.3% | +0.8% | -0.0% | +2.1% | +2.9% | +2.6% | -0.9% | -1.8% | -2.5% | +5.1% | +3.0% | +16.9% |
| 2022 | -3.6% | -2.0% | +3.7% | -1.6% | -3.2% | -5.3% | +7.9% | -1.5% | -5.6% | +2.7% | +1.8% | -5.1% | -11.9% |
| 2021 | +1.3% | +2.0% | +5.6% | +1.8% | +0.3% | +3.8% | +0.9% | +2.9% | -2.1% | +4.7% | +0.8% | +3.6% | +28.6% |
| 2020 | +0.5% | -7.4% | -9.7% | +9.0% | +1.5% | +2.5% | +1.1% | +4.5% | -1.2% | -1.8% | +7.0% | +2.1% | +6.5% |
| 2019 | - | - | - | - | -0.8% | +4.2% | +3.4% | -1.1% | +2.5% | +0.2% | +3.6% | +2.1% | +14.6% |