Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 90.0% | 0.2% |
PPFB.BE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.1% | -5.7% | +7.5% | +5.3% | +0.2% | -1.1% | +2.7% | -0.1% | - | - | - | +13.4% |
| 2025 | +4.5% | -1.9% | -5.9% | -3.5% | +5.4% | +0.5% | +4.6% | +0.0% | +3.7% | +4.7% | +0.0% | +0.8% | +12.8% |
| 2024 | +2.6% | +3.3% | +4.1% | -1.0% | +0.9% | +4.5% | +0.4% | -0.3% | +2.1% | +1.6% | +5.7% | -0.8% | +25.4% |
| 2023 | +5.1% | -0.3% | +0.7% | -0.0% | +2.3% | +2.7% | +2.5% | -0.8% | -1.5% | -2.6% | +5.0% | +3.7% | +17.8% |
| 2022 | -4.0% | -1.1% | +3.6% | -1.5% | -3.5% | -5.3% | +8.2% | -1.6% | -5.3% | +2.9% | +1.4% | -5.0% | -11.5% |
| 2021 | - | - | - | - | - | - | +0.1% | +2.6% | -1.9% | +4.5% | +0.6% | +3.3% | +9.4% |
mercato globale returned +12.44% 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.