Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 45.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 30.0% | 0.1% |
SGLD.AS Invesco Physical Gold ETC • IE00B579F325 | ETC | 15.0% | 0.12% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 10.0% | 0.1% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +2.1% | -4.7% | +3.6% | +2.9% | -1.0% | - | - | - | - | - | - | +5.4% |
| 2025 | +3.3% | -0.5% | -2.5% | -1.1% | +2.1% | +0.1% | +2.5% | +0.3% | +3.3% | +3.1% | +0.7% | +0.4% | +12.1% |
| 2024 | +1.2% | +4.7% | +3.3% | -0.4% | +0.7% | +2.6% | +1.2% | +0.4% | +1.9% | +1.3% | +3.3% | -0.8% | +21.1% |
| 2023 | +2.8% | -0.6% | +0.8% | +0.1% | +0.9% | +1.5% | +1.2% | -0.5% | -1.2% | -1.9% | +3.6% | +2.8% | +9.7% |
| 2022 | -2.6% | -1.3% | +1.0% | -2.0% | -1.6% | -3.2% | +4.8% | -1.7% | -4.0% | +1.5% | +1.0% | -2.8% | -10.6% |
| 2021 | +0.2% | -0.3% | +3.0% | +0.9% | +0.8% | +1.6% | +1.2% | +1.4% | -1.2% | +2.1% | +0.3% | +1.7% | +12.2% |
| 2020 | +1.0% | -3.3% | -4.9% | +4.9% | +1.1% | +1.6% | +1.1% | +1.7% | -0.7% | -0.7% | +2.6% | +1.5% | +5.6% |
| 2019 | - | - | - | - | - | - | +0.2% | +1.1% | +0.7% | +0.0% | +1.4% | +1.2% | +4.6% |