Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.F iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 50.0% | 0.2% |
SXR8.F iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 20.0% | 0.07% |
XDEV.F Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 10.0% | 0.25% |
PPFB.BE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
WBTC.PA WisdomTree Physical Bitcoin • GB00BJYDH287 | ETF | 10.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +0.8% | -4.5% | +7.8% | - | - | - | - | - | - | - | - | +4.8% |
| 2025 | +5.1% | -3.5% | -6.2% | -2.0% | +5.9% | +0.1% | +5.2% | -0.4% | +3.5% | +4.4% | -0.9% | +0.0% | +10.9% |
| 2024 | +3.6% | +6.7% | +6.5% | -3.0% | +1.5% | +3.0% | +1.3% | -1.9% | +2.3% | +3.8% | +10.2% | -1.0% | +37.3% |
| 2023 | +8.4% | +0.0% | +3.0% | +0.1% | +1.5% | +3.5% | +2.0% | -1.8% | -0.9% | +1.9% | +5.2% | +5.1% | +31.5% |
| 2022 | -5.3% | -1.6% | +6.4% | -2.8% | -4.1% | -8.3% | +9.1% | -1.8% | -5.8% | +3.1% | +0.6% | -5.3% | -16.1% |
| 2021 | - | - | - | - | - | - | +1.7% | -8.8% | -1.4% | +3.2% | +1.6% | +4.0% | -0.4% |