Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 10.0% | 0.07% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 10.0% | 0.17% |
IBCZ.XETRA iShares STOXX World Equity Multifactor UCITS ETF USD (Acc) • IE00BZ0PKT83 | ETF | 10.0% | 0.3% |
JPGL.XETRA JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating • IE00BJRCLL96 | ETF | 10.0% | 0.19% |
JREG.XETRA JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) • IE00BF4G6Y48 | ETF | 10.0% | 0.25% |
GERD.XETRA L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating • IE0001UQQ933 | ETF | 10.0% | 0.45% |
PR10.XETRA Amundi Index Euro Aggregate SRI UCITS ETF DR (C) • LU2182388236 | ETF | 10.0% | 0.16% |
XBAE.XETRA Xtrackers II ESG Global Aggregate Bond UCITS ETF 5C EUR hedged • LU0942970798 | ETF | 10.0% | 0.1% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 10.0% | 0% |
BTC-EUR Bitcoin EUR Price | CRYPTO | 10.0% | - |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.5% | -4.5% | +5.1% | +2.7% | -1.4% | +1.0% | - | - | - | - | - | +5.4% |
| 2025 | +4.7% | -2.0% | -3.8% | -0.9% | +4.2% | -0.3% | +3.6% | -0.6% | +2.9% | +2.5% | -0.8% | +0.4% | +9.9% |
| 2024 | +2.1% | +5.9% | +5.5% | -2.5% | +1.7% | +1.4% | +1.6% | -0.8% | +2.0% | +1.9% | +8.6% | -1.8% | +28.2% |
| 2023 | - | - | - | - | - | +1.1% | +1.1% | -1.6% | -0.7% | +1.2% | +4.2% | +4.3% | +9.8% |