Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 34.0% | 0.35% |
SC0J.XETRA Invesco MSCI World UCITS ETF Acc • IE00B60SX394 | ETF | 27.0% | 0.05% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 24.0% | 0.35% |
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 15.0% | 0.12% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.0% | +0.5% | -9.4% | +24.9% | +15.5% | +5.3% | -11.5% | +3.3% | +1.3% | - | - | - | +44.8% |
| 2025 | +4.7% | -5.0% | -5.3% | +0.6% | +9.9% | +11.2% | +2.4% | +0.2% | +10.2% | +10.0% | -1.3% | +3.5% | +46.9% |
| 2024 | +1.9% | +7.4% | +5.3% | -2.9% | +5.1% | +6.4% | -3.4% | +0.1% | +2.1% | -2.0% | +0.4% | -0.7% | +20.7% |
| 2023 | +12.0% | -0.9% | +7.8% | -3.5% | +9.9% | +4.0% | +3.5% | -2.9% | -5.3% | -2.7% | +12.0% | +8.6% | +48.5% |
| 2022 | -9.4% | +0.4% | +1.6% | -10.1% | +0.7% | -12.2% | +9.4% | -6.5% | -9.7% | +1.9% | +11.9% | -4.3% | -26.0% |
| 2021 | - | - | - | - | - | - | - | +1.3% | -4.3% | +4.7% | +6.3% | +3.2% | +11.4% |
Evolution 3 returned +25.28% a year over the 5 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.