Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FWRG.LSE Invesco FTSE All-World UCITS ETF Acc • IE000716YHJ7 | ETF | 50.0% | 0.15% |
IITU.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 25.0% | 0.15% |
JEDG.LSE VanEck Space Innovators UCITS ETF • IE000YU9K6K2 | ETF | 25.0% | 0.55% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.5% | -1.2% | -3.6% | +14.4% | +16.0% | -6.5% | -7.2% | +4.6% | -0.8% | - | - | - | +20.1% |
| 2025 | +2.7% | -3.5% | -8.6% | -3.9% | +8.6% | +7.1% | +6.5% | +1.1% | +4.3% | +8.0% | -4.9% | +4.8% | +22.4% |
| 2024 | +0.6% | +3.5% | +3.2% | -2.7% | +4.0% | +5.7% | +1.8% | -0.2% | +2.6% | +1.3% | +13.0% | +1.6% | +39.4% |
| 2023 | - | - | - | - | - | +0.4% | +2.5% | -0.4% | -3.7% | -3.9% | +6.2% | +5.2% | +5.9% |
GLOBAL GROWTH AND SPACE returned +27.57% 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.