Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CNDX.LSE iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 70.0% | 0.3% |
ERNX.XETRA iShares EUR Ultrashort Bond UCITS ETF EUR (Acc) • IE000RHYOR04 | ETF | 20.0% | 0.09% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +0.0% | -1.1% | +9.8% | +8.2% | +0.8% | -4.3% | +3.1% | +0.4% | - | - | - | +17.9% |
| 2025 | +2.3% | -3.6% | -7.4% | -3.6% | +6.9% | +1.8% | +4.4% | -0.4% | +3.1% | +5.0% | -1.3% | -0.8% | +5.5% |
| 2024 | +3.1% | +3.1% | +2.4% | -1.2% | +1.0% | +7.2% | -2.4% | -1.5% | +1.3% | +1.9% | +6.5% | +1.8% | +25.1% |
| 2023 | +6.6% | +2.1% | +3.8% | -0.5% | +7.4% | +3.7% | +2.5% | +0.6% | -0.9% | -2.7% | +5.1% | +3.7% | +35.7% |
| 2022 | - | - | - | +0.0% | -3.3% | -5.8% | +10.5% | -0.8% | -5.3% | +2.0% | -2.9% | -6.4% | -12.2% |
Giuseppe folio returned +15.22% 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.