A diversified, multi-asset portfolio designed to capture growth across global equities, emerging markets, gold, and cryptocurrency. EUR-denominated and designed intended to find a balance between traditional and alternative assets. Combines the stability of global equities with the growth potential of emerging markets, gold, and Bitcoin.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPPW.XETRA SPDR MSCI World UCITS ETF • IE00BFY0GT14 | ETF | 60.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
BTIC.XETRA Invesco Physical Bitcoin • XS2376095068 | ETF | 10.0% | 0.1% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.4% | +0.7% | -5.7% | +8.8% | - | - | - | - | - | - | - | - | +5.7% |
| 2025 | +5.4% | -3.5% | -5.1% | -2.4% | +5.7% | +0.6% | +5.3% | -1.1% | +4.3% | +4.2% | -1.6% | +0.1% | +11.6% |
| 2024 | +2.8% | +7.2% | +5.4% | -2.4% | +1.8% | +2.9% | +1.2% | -2.1% | +3.1% | +2.7% | +10.0% | -1.4% | +35.1% |
| 2023 | +8.3% | -0.3% | +3.1% | -0.3% | +1.1% | +3.5% | +1.8% | -1.9% | -1.0% | +1.8% | +5.2% | +4.9% | +29.3% |
| 2022 | -4.9% | -0.7% | +4.4% | -2.4% | -5.0% | -7.6% | +8.2% | -1.8% | -5.3% | +1.9% | +1.0% | -4.7% | -16.6% |
| 2021 | - | - | - | - | - | - | - | - | - | - | +0.7% | +0.8% | +1.5% |