Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5 | ETF | 25.0% | 0.55% |
GOLD.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 20.0% | 0.12% |
WELD.XETRA Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) • IE000PMX0MW6 | ETF | 20.0% | 0.18% |
CHIP.PA Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033 | ETF | 15.0% | 0.35% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 10.0% | 0.3% |
ANRJ.PA Amundi Global Hydrogen UCITS ETF Acc • FR0010930644 | ETF | 10.0% | 0.45% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.8% | +2.4% | -6.6% | +7.0% | +4.7% | -2.1% | -3.3% | +3.3% | +0.1% | - | - | - | +16.3% |
| 2025 | +4.5% | +1.6% | +1.0% | +2.2% | +7.1% | +1.8% | +5.9% | -0.8% | +8.9% | +5.3% | -2.0% | +2.1% | +44.2% |
| 2024 | +2.9% | +6.0% | +7.2% | +0.4% | +3.8% | +1.4% | +1.3% | +0.9% | +2.5% | +3.4% | +2.6% | +0.3% | +37.6% |
| 2023 | - | - | - | - | - | -0.3% | +3.3% | -0.9% | -1.4% | -0.4% | +5.0% | +2.1% | +7.5% |
Iron Dome with Energy Alt returned +32.73% 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.