Cartera pasiva inspirada en la estrategia de Javier DV para invertir a través de Trade Republic. Una cartera global diversificada de bajo coste, basada en fondos indexados y ETFs UCITS
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MTB.PA Amundi Euro Government Bond 3-5Y UCITS ETF Acc • LU1650488494 | ETF | 28.0% | 0.15% |
IE00BYX5NX33 Fidelity MSCI World Index P EUR ACC • IE00BYX5NX33 | FUND | 26.0% | 0.12% |
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 10.0% | 0.18% |
IE00BDRK7L36 iShares Europe Index Fund (IE) D Acc EUR • IE00BDRK7L36 | FUND | 10.0% | 0.1% |
IE00B42W4L06 Vanguard Global Small-Cap Index Fund EUR Acc • IE00B42W4L06 | FUND | 8.0% | 0.29% |
CMOE.XETRA Invesco Bloomberg Commodity UCITS ETF EUR hedged Acc • IE00BF4J0300 | ETF | 8.0% | 0.24% |
XDWH.XETRA Xtrackers MSCI World Health Care UCITS ETF 1C • IE00BM67HK77 | ETF | 5.0% | 0.25% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 5.0% | 0.25% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.5% | -2.0% | +4.1% | +2.6% | +0.6% | +0.0% | +2.0% | -0.5% | - | - | - | +12.8% |
| 2025 | +3.1% | +0.1% | -3.3% | -2.9% | +2.6% | +0.6% | +2.0% | +0.7% | +1.8% | +2.7% | +0.7% | +0.2% | +8.3% |
| 2024 | +0.8% | +1.9% | +2.9% | -1.0% | +1.2% | +1.5% | +0.9% | +0.0% | +1.1% | -0.6% | +3.9% | -1.4% | +11.9% |
| 2023 | +3.5% | -1.2% | +0.1% | +0.0% | -0.2% | +2.1% | +2.4% | -0.9% | -1.1% | -2.3% | +3.4% | +2.9% | +8.8% |
| 2022 | - | +0.4% | +2.4% | -1.0% | -0.2% | -5.5% | +6.2% | -2.1% | -5.5% | +3.9% | +2.6% | -4.7% | -4.3% |
Javier DV Cartera Pasiva en TradeRepublic returned +8.07% a year over the 5 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.