Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDEQ.F Xtrackers MSCI World Quality UCITS ETF 1C 1C • IE00BL25JL35 | ETF | 30.0% | 0.25% |
CBUH.XETRA iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) • IE000L5NW549 | ETF | 25.0% | 0.25% |
ZPRV.XETRA SPDR MSCI USA Small Cap Value Weighted UCITS ETF • IE00BSPLC413 | ETF | 20.0% | 0.3% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 10.0% | 0.12% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 10.0% | 0.1% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 5.0% | - |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.1% | -4.8% | +7.2% | +2.9% | -0.7% | - | - | - | - | - | - | +9.6% |
| 2025 | +4.9% | -3.5% | -6.1% | -2.9% | +5.0% | +0.1% | +3.9% | +0.3% | +2.4% | +2.6% | +0.4% | +0.5% | +7.3% |
| 2024 | +3.0% | +5.9% | +5.1% | -2.7% | +2.3% | +2.3% | +2.0% | -1.3% | +1.6% | +1.9% | +8.5% | -3.2% | +27.7% |
| 2023 | +5.4% | +0.7% | -0.3% | -0.1% | +1.4% | +3.4% | +1.9% | -0.7% | -1.8% | +0.3% | +4.3% | +5.3% | +21.2% |
| 2022 | -6.9% | +0.9% | +4.5% | -2.5% | -3.8% | -6.5% | +8.8% | -2.0% | -4.7% | +4.6% | -0.8% | -4.4% | -13.1% |
| 2021 | - | - | - | - | - | - | - | - | - | -0.1% | +0.3% | +1.7% | +1.9% |