Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 58.0% | 0.2% |
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% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.5% | -4.6% | -5.7% | +1.9% | +13.9% | -5.5% | - | - | - | - | - | - | -6.7% |
| 2025 | +0.6% | -25.6% | -14.1% | +3.2% | +20.5% | -10.7% | -0.5% | +6.6% | +29.5% | +4.1% | -5.5% | +3.0% | -0.7% |
| 2024 | -20.3% | +7.2% | -10.7% | +4.4% | -3.7% | +11.3% | +13.9% | -8.5% | +18.6% | -1.9% | +38.0% | +17.1% | +67.4% |
| 2023 | +33.1% | +19.3% | -1.4% | -19.7% | +24.4% | +23.4% | +1.4% | -2.0% | -0.7% | -18.2% | +14.9% | +2.3% | +83.3% |
| 2022 | -9.8% | -6.5% | +23.6% | -14.3% | -13.6% | -8.8% | +33.2% | -5.2% | -1.8% | -13.5% | -17.1% | -34.7% | -59.1% |
| 2021 | +12.1% | -13.0% | +2.2% | +3.4% | -11.9% | +11.0% | +1.0% | +7.1% | +6.6% | +40.2% | +4.5% | -7.2% | +58.1% |
| 2020 | +33.4% | -0.6% | -18.1% | +36.2% | +4.9% | +20.9% | +20.1% | +61.6% | -11.4% | -8.2% | +37.1% | +20.5% | +389.3% |
| 2019 | -1.4% | +4.4% | -5.2% | -5.6% | -12.6% | +9.5% | +6.7% | -3.8% | +5.3% | +12.8% | +5.2% | +13.7% | +28.5% |
| 2018 | +5.1% | -1.4% | -14.1% | +8.5% | +1.4% | +11.0% | -6.7% | +1.4% | -5.9% | +12.1% | +2.5% | -6.5% | +3.8% |
| 2017 | +7.4% | +2.8% | +5.3% | +5.7% | +2.5% | +1.9% | -8.2% | +5.0% | -1.0% | +0.5% | -5.1% | +0.8% | +17.9% |
| 2016 | -14.0% | +1.0% | +7.7% | +3.0% | -1.7% | -2.7% | +7.3% | -5.4% | -1.9% | -0.5% | +2.2% | +7.7% | +0.5% |
| 2015 | +1.4% | +3.5% | -0.3% | +6.3% | +7.8% | +1.6% | +1.2% | -9.0% | -0.8% | -4.4% | +9.2% | -1.1% | +15.0% |
| 2014 | +8.7% | +17.5% | -8.4% | -0.3% | +2.6% | +8.1% | -2.4% | +13.4% | -2.6% | +0.3% | +2.4% | -3.1% | +39.1% |
| 2013 | +3.3% | +2.1% | +5.1% | +7.0% | +20.9% | +1.6% | +10.6% | +9.6% | +7.1% | -7.0% | -8.8% | +6.6% | +70.9% |
| 2012 | +2.9% | +4.2% | +2.9% | -2.3% | -2.5% | +2.4% | +1.8% | +0.6% | -0.0% | -1.7% | +3.8% | -0.4% | +11.8% |
| 2011 | - | - | - | - | - | - | -2.4% | -7.8% | -0.3% | +7.4% | +2.5% | +0.9% | -0.3% |