Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MWRD.PA Amundi Index MSCI World UCITS ETF DR (C) • LU1437016972 | ETF | 25.0% | 0.18% |
500.PA Amundi S&P 500 Swap UCITS ETF EUR Acc • LU1681048804 | ETF | 25.0% | 0.15% |
C50.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Acc • LU1681047236 | ETF | 15.0% | 0.09% |
LYMS.XETRA Amundi Core Nasdaq-100 Swap UCITS ETF Acc • LU1829221024 | ETF | 10.0% | 0.22% |
LYOIL.SW Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Acc • LU1834988278 | ETF | 5.0% | 0.3% |
CJ1.PA Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc • LU1602144732 | ETF | 5.0% | 0.15% |
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370 | ETF | 5.0% | 0.2% |
RS2K.PA Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672 | ETF | 5.0% | 0.35% |
CC1.PA Amundi MSCI China Tech UCITS ETF EUR Acc • LU1681043912 | ETF | 5.0% | 0.55% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +1.1% | -4.6% | +9.3% | +6.1% | +1.8% | -2.2% | +2.2% | +0.0% | - | - | - | +15.3% |
| 2025 | +4.0% | -2.3% | -7.8% | -4.0% | +6.8% | +1.4% | +4.8% | -0.2% | +3.3% | +4.7% | -0.8% | +0.4% | +9.9% |
| 2024 | +3.0% | +4.2% | +3.5% | -2.1% | +1.4% | +4.7% | -0.3% | -0.8% | +1.8% | +0.9% | +6.7% | +0.4% | +25.6% |
| 2023 | +6.2% | +0.9% | +0.8% | +0.1% | +3.1% | +4.1% | +2.5% | -1.2% | -1.9% | -3.5% | +6.0% | +4.0% | +22.8% |
| 2022 | -5.1% | -2.5% | +4.1% | -3.1% | -2.8% | -6.2% | +9.7% | -1.8% | -5.8% | +3.9% | +1.6% | -6.2% | -14.4% |
| 2021 | +1.3% | +3.0% | +5.6% | +1.5% | -0.4% | +4.9% | +0.8% | +3.3% | -1.6% | +5.0% | +0.7% | +3.5% | +30.9% |
| 2020 | -0.1% | -8.1% | -10.6% | +9.1% | +2.3% | +3.0% | -0.3% | +5.9% | -1.8% | -2.6% | +10.3% | +2.1% | +7.3% |
| 2019 | +7.6% | +3.8% | +2.4% | +3.7% | -5.5% | +4.3% | +3.3% | -2.3% | +3.3% | +0.3% | +4.1% | +1.3% | +29.1% |
| 2018 | +3.0% | -2.4% | -3.5% | +4.0% | +3.5% | -0.1% | +2.4% | +1.7% | +0.6% | -5.5% | +0.5% | -7.9% | -4.5% |
| 2017 | +0.7% | +4.5% | +1.0% | -0.1% | -0.4% | -1.5% | -0.6% | -0.9% | +2.3% | +5.1% | -0.8% | +0.8% | +10.1% |
| 2016 | - | - | - | - | - | - | - | - | - | - | - | +3.3% | +3.3% |
MIX ETF ACTIONS PER LINXEA SPIRIT returned +13.02% a year over the 10 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.