Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IQSA.XETRA Invesco Global Active ESG Equity UCITS ETF Acc • IE00BJQRDN15 | ETF | 50.0% | 0.3% |
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592 | ETF | 40.0% | 0.6% |
EMVL.LSE iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc) • IE00BG0SKF03 | ETF | 10.0% | 0.4% |
| Total | 100.0% | 0.43% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +0.1% | -7.9% | +19.0% | +13.8% | -1.0% | - | - | - | - | - | - | +25.8% |
| 2025 | +4.2% | -5.8% | -11.4% | -4.4% | +12.3% | +3.9% | +6.4% | -1.6% | +5.7% | +7.7% | -1.8% | +0.5% | +13.8% |
| 2024 | +5.7% | +6.2% | +4.5% | -3.6% | +2.6% | +10.2% | -3.0% | -1.3% | +3.0% | +0.9% | +9.5% | +0.4% | +39.8% |
| 2023 | +11.3% | +1.4% | +4.2% | -1.0% | +9.1% | +7.5% | +3.8% | -1.6% | -3.1% | -5.2% | +10.8% | +6.9% | +51.6% |
| 2022 | -9.3% | -3.8% | +6.4% | -8.3% | -6.6% | -10.9% | +14.6% | -3.2% | -9.8% | +3.6% | +0.8% | -9.2% | -32.7% |
| 2021 | +2.8% | +1.7% | +6.6% | +4.1% | -1.6% | +8.8% | +2.5% | +5.3% | -4.6% | +6.9% | +3.2% | +4.3% | +47.3% |
| 2020 | +2.4% | -11.2% | -12.9% | +15.8% | +4.2% | +6.6% | +3.3% | +12.1% | -4.1% | -4.2% | +11.4% | +5.1% | +27.0% |
| 2019 | - | - | - | - | - | - | - | +4.6% | +3.5% | +1.8% | +6.9% | +3.2% | +21.5% |