Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SWDA.SW iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 30.0% | 0.1% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 10.0% | 0.07% |
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +2.1% | -4.8% | +6.3% | +4.2% | +1.1% | -1.2% | +1.6% | -0.1% | - | - | - | +10.4% |
| 2025 | +3.2% | -0.8% | -4.6% | -2.1% | +3.9% | +0.4% | +2.5% | +0.7% | +2.0% | +2.9% | -0.1% | +0.5% | +8.5% |
| 2024 | +2.0% | +2.2% | +2.8% | -1.0% | +0.9% | +3.0% | +0.5% | +0.0% | +1.4% | -0.1% | +4.3% | -0.5% | +16.4% |
| 2023 | +4.2% | +0.0% | +0.4% | +0.2% | +0.8% | +2.5% | +2.2% | -1.0% | -1.2% | -2.5% | +4.5% | +2.9% | +13.4% |
| 2022 | -3.0% | -1.5% | +1.9% | -1.6% | -2.1% | -4.5% | +6.0% | -1.5% | -4.7% | +2.3% | +1.3% | -3.6% | -10.7% |
| 2021 | +0.4% | +2.0% | +3.8% | +1.2% | +0.4% | +2.7% | +0.6% | +2.0% | -1.5% | +3.1% | -0.0% | +2.7% | +18.6% |
| 2020 | -0.0% | -5.8% | -8.4% | +5.8% | +1.8% | +1.7% | -0.3% | +3.7% | -0.8% | -1.7% | +6.2% | +2.4% | +3.7% |
| 2019 | +5.6% | +2.5% | +1.6% | +2.6% | -3.6% | +2.9% | +2.3% | -1.9% | +2.6% | +0.3% | +2.9% | +1.3% | +20.3% |
| 2018 | +0.7% | -1.4% | -2.4% | +3.2% | +1.1% | +0.3% | +1.4% | +0.0% | +0.5% | -4.0% | +0.9% | -5.0% | -4.9% |
| 2017 | - | - | - | - | - | -1.3% | -0.1% | -0.1% | +1.8% | +2.5% | -0.5% | +0.9% | +3.1% |
FINECO SWDA+MEUD+EM returned +8.09% a year over the 9 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.