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% | +5.6% | +1.6% | -0.6% | +1.6% | -1.0% | - | - | - | +15.3% |
| 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% |
Finizens Cartera Fondos Agresivo 6 returned +11.30% a year over the 13 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.