Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPEX.LSE Invesco S&P 500 Equal Weight UCITS ETF • IE00BNGJJT35 | ETF | 50.0% | 0.2% |
GXLK.LSE State Street SPDR S&P U.S. Technology Select Sector UCITS ETF USD • IE00BWBXM948 | ETF | 50.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.8% | +1.8% | -4.8% | +10.0% | +10.6% | +0.8% | -3.0% | +5.2% | -0.5% | - | - | - | +18.5% |
| 2025 | +2.5% | -4.8% | -8.7% | -3.4% | +7.6% | +4.4% | +8.0% | -1.3% | +4.2% | +5.6% | -2.1% | -0.6% | +10.1% |
| 2024 | +1.5% | +3.8% | +3.0% | -3.5% | +0.6% | +6.7% | -1.6% | -1.5% | +0.8% | +2.7% | +6.8% | -0.7% | +19.7% |
| 2023 | +5.5% | +1.4% | +1.5% | -1.8% | +4.6% | +4.4% | +1.9% | -0.6% | -1.9% | -2.7% | +6.5% | +5.7% | +26.8% |
| 2022 | - | - | - | -3.4% | -2.9% | -5.7% | +9.7% | +1.0% | -4.9% | +3.3% | -1.2% | -4.4% | -9.0% |
fund of funds returned +14.27% a year over the 4 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.