Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU0260870158 Franklin Technology Fund A (Acc) EUR • LU0260870158 | FUND | 25.0% | 1.82% |
LU0099574567 Fidelity Global Technology A-EUR • LU0099574567 | FUND | 25.0% | 1.89% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 25.0% | 0.3% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 1.06% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.6% | -2.4% | -4.2% | +15.8% | +13.8% | +0.6% | -6.5% | +4.6% | +0.1% | - | - | - | +20.5% |
| 2025 | +2.1% | -4.6% | -11.7% | -3.0% | +10.2% | +4.3% | +6.5% | -2.1% | +5.7% | +7.2% | -4.5% | -0.1% | +8.0% |
| 2024 | +4.4% | +5.4% | +2.2% | -3.1% | +2.3% | +10.0% | -3.2% | -1.3% | +1.7% | +2.0% | +7.5% | +2.2% | +33.4% |
| 2023 | +10.3% | +2.1% | +4.9% | -2.9% | +11.7% | +3.7% | +2.9% | -0.7% | -2.9% | -3.1% | +9.8% | +4.8% | +46.9% |
| 2022 | -9.1% | -3.6% | +4.4% | -7.6% | -5.4% | -7.0% | +14.3% | -2.5% | -7.9% | +2.5% | -1.7% | -8.7% | -29.8% |
| 2021 | +2.3% | +2.8% | +3.1% | +2.6% | -2.7% | +9.8% | +1.5% | +4.5% | -2.9% | +6.8% | +2.9% | +1.2% | +36.1% |
| 2020 | +4.1% | -6.4% | -7.0% | +13.4% | +5.2% | +6.5% | +1.1% | +8.6% | -2.0% | -2.4% | +9.2% | +3.4% | +36.4% |
| 2019 | +10.4% | +5.5% | +4.6% | +6.4% | -8.0% | +5.2% | +6.0% | -2.7% | +2.6% | +1.1% | +6.3% | +2.0% | +45.5% |
| 2018 | +3.4% | +1.5% | -4.2% | +2.1% | +9.3% | -0.2% | +1.7% | +6.0% | -0.7% | -6.7% | +0.3% | -8.6% | +2.6% |
| 2017 | +2.1% | +6.4% | +1.3% | +0.6% | +1.4% | -3.1% | +0.3% | +1.4% | +1.7% | +7.4% | -0.9% | +0.1% | +19.8% |
| 2016 | - | - | -0.3% | -4.4% | +8.1% | -1.6% | +7.0% | +2.3% | +2.0% | +1.6% | +3.5% | +1.3% | +20.5% |
info tech returned +20.74% a year over the 10 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.