HomePortfoliosGlobal 88/12 Portfolio: MSCI World & MSCI Emerging markets

Global 88/12 Portfolio: MSCI World & MSCI Emerging markets

Picked SWRD.AS (88%) for broad, stable MSCI World coverage; EMIM.AS (12%) adds growth from emerging markets. The 88/12 split keeps risk lower, with most in developed markets, but still enough emerging for upside. Simple, global. expect to hold for 7-9 years

Optimize FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
12.3yr backtest

Performance Summary

Total Return+292.72%
Annualized Return+11.81%
Volatility+15.58%
Sharpe Ratio0.63
Max Drawdown+33.42%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global ETF portfolio with 88% MSCI World and 12% Emerging Markets for stable growth and strategic upside.
AssetTypeAllocationTER
IWDA.AS
iShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y983
ETF
88.0%0.2%
EMIM.AS
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)IE00BKM4GZ66
ETF
12.0%0.18%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €39,271.79
Histogram of Monthly Returns
The portfolio had a positive return during 98 of the 148 months (66%)
Monthly Returns Heatmap
Best month: +9.4% • Worst month: -11.3% • Best year: 2021 (+29.6%) • Worst year: 2022 (-13.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.4%+1.8%-5.4%+8.9%+5.8%+1.5%-1.6%+2.4%+0.1%---+14.9%
2025+3.6%-2.3%-7.3%-3.9%+6.2%+1.2%+4.7%-0.3%+2.9%+4.4%-0.6%+0.2%+8.3%
2024+3.2%+3.7%+3.6%-1.7%+1.0%+5.0%+0.2%-0.5%+1.8%+0.9%+6.7%-0.5%+25.7%
2023+5.4%+0.1%+0.2%-0.0%+2.3%+3.7%+2.6%-1.0%-1.4%-3.5%+5.7%+3.5%+18.5%
2022-4.5%-2.2%+4.2%-2.4%-3.3%-6.1%+9.3%-1.7%-5.8%+3.5%+1.3%-5.8%-13.8%
2021+1.0%+2.9%+5.7%+1.7%-0.2%+4.6%+1.1%+2.8%-1.8%+4.7%+0.5%+3.4%+29.6%
2020+0.4%-8.2%-11.3%+9.4%+2.1%+2.4%+0.1%+5.3%-0.9%-2.1%+9.2%+2.1%+6.5%
2019+7.5%+3.5%+2.5%+3.5%-5.0%+3.9%+3.3%-1.9%+3.3%+0.0%+4.1%+1.2%+28.3%
2018+1.9%-2.0%-3.3%+3.4%+3.2%-0.3%+2.5%+1.5%+0.6%-5.1%+0.9%-7.4%-4.8%
2017-0.1%+5.0%+0.7%-0.6%-1.0%-0.9%-0.5%-0.5%+2.6%+3.8%-0.5%+1.0%+9.1%
2016-6.4%+0.3%+1.9%+0.1%+3.5%-0.4%+4.0%+0.5%+0.3%+0.7%+4.5%+2.1%+11.1%
2015+5.3%+6.2%+2.9%-1.1%+1.3%-3.8%+2.0%-8.4%-3.3%+9.3%+3.6%-4.5%+8.5%
2014------0.4%+1.1%+3.8%+1.2%+1.1%+2.5%+1.2%+11.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.42% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -16.2%.
When could this portfolio get you to financial independence?

Global 88/12 Portfolio: MSCI World & MSCI Emerging markets returned +11.81% a year over the 12 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.

Detailed Metrics

Returns
Total Return
+292.72%
Annualized Return
+11.81%
Avg Monthly Return
+1.00%
Risk
Volatility (Annual)
+15.58%
Max Drawdown
+33.42%
Positive Months
66%
Average Drawdown
-5.2%
Risk-Adjusted
Sharpe Ratio
0.63
Risk-free rate: 2.0%
Sortino Ratio
0.58
Downside risk adjusted
Return/Volatility
0.76
Calmar Ratio
0.35
Return/Max Drawdown
Ulcer Index
6.76
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
39,271.79
Backtest Period
2014-06-11 to 2026-09-11
12.3 years
Rebalancing
annual
Base Currency
EUR