Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FWIA.XETRA Invesco FTSE All-World UCITS ETF Acc • IE000716YHJ7 | ETF | 80.0% | 0.15% |
AME6.F Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) • LU1681040223 | ETF | 15.0% | 0.18% |
LEER.XETRA Amundi MSCI Eastern Europe Ex Russia UCITS ETF Acc • LU1900066462 | ETF | 5.0% | 0.5% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.9% | -5.7% | +8.2% | +5.6% | +1.5% | -0.6% | +2.0% | +0.6% | - | - | - | +15.6% |
| 2025 | +5.3% | -1.3% | -6.3% | -3.1% | +5.7% | +0.8% | +4.1% | -0.5% | +2.6% | +4.3% | -0.2% | +1.2% | +12.6% |
| 2024 | +2.3% | +3.5% | +3.4% | -1.2% | +1.6% | +4.0% | +0.1% | -0.2% | +1.4% | -0.1% | +5.5% | -0.9% | +21.0% |
| 2023 | - | - | - | - | - | +0.8% | +3.2% | -1.5% | -1.9% | -2.7% | +5.9% | +4.1% | +7.9% |
Global Invesco with EU tilt returned +18.13% a year over the 3 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.