Replicating the Finizens Roboadvisor Aggressive Mutual Fund Portfolio, 100% global equity for medium to long term investing.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00BFPM9V94 Vanguard U.S. 500 Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9V94 | FUND | 41.0% | 0.06% |
IE00BFPM9L96 Vanguard European Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9L96 | FUND | 25.0% | 0.08% |
IE00BFPM9J74 Vanguard Emerging Markets Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9J74 | FUND | 16.0% | 0.16% |
IE00BFRTDD83 Vanguard Global Small-Cap Index Fund Institutional Plus EUR Acc • IE00BFRTDD83 | FUND | 8.0% | 0.12% |
IE00BGCC5G60 Vanguard Pacific ex-Japan Stock Index Fund Institutional Plus EUR Acc • IE00BGCC5G60 | FUND | 5.0% | 0.1% |
IE00BFPM9P35 Vanguard Japan Stock Index Fund Institutional Plus EUR Acc • IE00BFPM9P35 | FUND | 5.0% | 0.06% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +3.3% | -6.2% | +7.9% | +2.5% | - | - | - | - | - | - | - | +10.3% |
| 2025 | +3.3% | +0.0% | -6.3% | -3.4% | +5.4% | +0.7% | +3.3% | +0.6% | +3.0% | +3.8% | -0.5% | +0.5% | +10.4% |
| 2024 | +1.4% | +4.2% | +3.3% | -1.8% | +2.4% | +2.7% | +0.9% | +0.2% | +1.6% | -0.4% | +5.1% | -0.5% | +20.6% |
| 2023 | +5.6% | -0.5% | +0.1% | -0.1% | +1.5% | +3.0% | +2.7% | -1.8% | -1.7% | -3.2% | +5.6% | +3.8% | +15.6% |
| 2022 | -3.3% | -2.6% | +2.6% | -2.2% | -1.1% | -6.3% | +8.8% | -2.3% | -7.3% | +4.5% | +4.6% | -6.3% | -11.8% |
| 2021 | +0.5% | +2.6% | +5.9% | +1.8% | +0.3% | +3.7% | +0.3% | +2.9% | -2.4% | +4.8% | -0.3% | +3.4% | +25.8% |
| 2020 | -0.5% | -7.3% | -14.1% | +10.3% | +2.5% | +2.5% | -0.2% | +4.3% | -1.2% | -1.6% | +9.6% | +2.6% | +4.5% |
| 2019 | +7.3% | +3.5% | +2.4% | +3.7% | -5.5% | +4.3% | +2.2% | -1.5% | +3.1% | +0.6% | +3.4% | +2.0% | +27.8% |
| 2018 | +1.8% | -2.1% | -2.9% | +2.8% | +3.3% | -0.9% | +2.8% | +0.9% | +0.3% | -5.4% | +1.6% | -7.6% | -5.9% |
| 2017 | +0.4% | +4.5% | +0.9% | +0.1% | -0.8% | -1.0% | -0.3% | -0.4% | +2.5% | +3.6% | -0.6% | +1.0% | +10.1% |
| 2016 | -5.8% | -1.1% | +2.9% | +0.8% | +2.8% | -0.4% | +3.8% | +0.9% | -0.2% | +0.6% | +3.7% | +2.8% | +11.0% |
| 2015 | +6.0% | +6.0% | +2.8% | -1.1% | +1.9% | -3.9% | +1.3% | -8.3% | -3.2% | +8.8% | +3.6% | -4.5% | +8.3% |
| 2014 | - | -0.5% | +0.8% | +0.2% | +3.8% | +1.5% | +1.0% | +3.8% | +0.4% | +1.7% | +1.9% | +0.9% | +16.6% |