Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPPW.XETRA SPDR MSCI World UCITS ETF • IE00BFY0GT14 | ETF | 58.0% | 0.12% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 15.0% | 0.17% |
TSLA.US Tesla Inc • US88160R1014 | STOCK | 15.0% | 0% |
CSH.PA Amundi EUR Overnight Return UCITS ETF Acc • FR0010510800 | ETF | 12.0% | 0.1% |
| Total | 100.0% | 0.11% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.7% | -2.8% | -5.3% | +2.8% | - | - | - | - | - | - | - | - | -8.9% |
| 2025 | +1.6% | -19.0% | -11.7% | +0.7% | +15.4% | -7.1% | +1.2% | +4.2% | +20.4% | +4.1% | -4.0% | +2.2% | +1.7% |
| 2024 | -12.4% | +5.6% | -5.1% | +1.7% | -1.7% | +8.4% | +8.3% | -5.4% | +11.7% | -0.8% | +26.5% | +11.5% | +52.4% |
| 2023 | +20.3% | +12.0% | -0.9% | -12.7% | +15.5% | +16.3% | +1.7% | -1.5% | -0.9% | -13.4% | +11.5% | +2.8% | +54.2% |
| 2022 | -8.3% | -5.2% | +17.9% | -11.1% | -10.6% | -7.8% | +25.5% | -4.2% | -2.7% | -8.7% | -11.6% | -24.2% | -46.3% |
| 2021 | +8.5% | -8.4% | +3.2% | +2.8% | -8.0% | +8.5% | +1.2% | +5.6% | +3.8% | +28.9% | +3.5% | -4.6% | +48.4% |
| 2020 | +10.5% | -4.8% | -13.0% | +18.7% | +3.1% | +10.0% | +9.6% | +34.8% | -7.5% | -5.9% | +25.3% | +13.9% | +126.1% |
| 2019 | - | - | +1.2% | +0.5% | -6.3% | +4.9% | +4.0% | -2.1% | +3.5% | +3.3% | +4.2% | +5.1% | +18.9% |