Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBXQ.XETRA Xtrackers II Eurozone Government Bond 3-5 UCITS ETF 1C • LU0290356954 | ETF | 20.0% | 0.15% |
DBXG.XETRA Xtrackers Eurozone Government Bond 25+ UCITS ETF 1C • LU0290357846 | ETF | 20.0% | 0.15% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 20.0% | 0.35% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 15.0% | 0.12% |
IS3Q.XETRA iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601 | ETF | 15.0% | 0.25% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 5.0% | 0.25% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 5.0% | - |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +2.1% | -4.9% | +1.3% | - | - | - | - | - | - | - | - | +0.9% |
| 2025 | +3.0% | -1.9% | -4.1% | +0.1% | +2.7% | -0.4% | +2.6% | -0.6% | +3.2% | +2.7% | -0.2% | +0.1% | +7.2% |
| 2024 | +0.5% | +3.2% | +4.4% | -2.3% | +1.0% | +1.3% | +2.6% | -0.8% | +2.0% | +1.6% | +7.0% | -2.6% | +19.0% |
| 2023 | +6.3% | -1.4% | +2.8% | -0.6% | +1.2% | +1.6% | +0.6% | -0.8% | -3.1% | +0.8% | +4.8% | +5.8% | +19.1% |
| 2022 | -4.3% | +0.1% | +1.1% | -3.7% | -4.6% | -5.4% | +8.4% | -4.8% | -4.8% | +1.6% | +1.6% | -5.7% | -19.4% |
| 2021 | - | - | - | - | - | - | +2.6% | +1.7% | -2.0% | +4.4% | +0.8% | -0.6% | +6.9% |