Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MAGG.LSE iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) • IE00BLLZQ912 | ETF | 80.0% | 0.25% |
CSP1.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 20.0% | 0.07% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +1.6% | -5.7% | +8.8% | +6.6% | +1.2% | -2.4% | +3.9% | -1.2% | - | - | - | +13.5% |
| 2025 | +3.0% | -2.7% | -6.8% | -2.3% | +5.7% | +2.5% | +4.3% | +0.1% | +3.0% | +3.6% | -0.5% | +0.9% | +10.5% |
| 2024 | +2.1% | +3.3% | +2.6% | -2.2% | +1.5% | +4.6% | -0.1% | +0.2% | +1.4% | +1.5% | +5.4% | -0.3% | +21.5% |
| 2023 | +4.1% | -0.7% | +0.5% | +0.3% | +0.4% | +3.6% | +2.0% | -1.0% | -2.5% | -3.2% | +6.2% | +4.5% | +14.5% |
| 2022 | -5.5% | -2.2% | +3.1% | -4.4% | -2.9% | -5.5% | +8.5% | -1.7% | -6.4% | +2.9% | +2.0% | -3.6% | -15.6% |
| 2021 | -0.1% | -0.3% | +4.2% | +2.6% | +0.7% | +2.8% | +1.5% | +2.7% | -2.3% | +3.9% | +0.7% | +2.7% | +20.8% |
| 2020 | - | - | - | - | - | - | - | - | -0.9% | -2.3% | +7.6% | +1.9% | +6.1% |
magg + usee returned +11.20% a year over the 6 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.