Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWFM.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 50.0% | 0.25% |
MU.MX Micron Technology Inc. | STOCK | 50.0% | 0% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +22.8% | +1.3% | -13.1% | +32.7% | +29.7% | - | - | - | - | - | - | - | +86.2% |
| 2025 | +7.2% | -1.5% | -8.1% | -7.4% | +13.5% | +15.0% | -2.5% | +2.9% | +22.6% | +20.9% | +1.6% | +10.8% | +96.2% |
| 2024 | +3.0% | +6.9% | +18.9% | -2.6% | +4.1% | +6.3% | -10.6% | -7.1% | +2.9% | +1.5% | +2.7% | -5.5% | +18.7% |
| 2023 | +7.7% | -0.9% | +0.1% | +2.3% | +3.2% | -2.9% | +6.2% | +0.4% | -0.6% | -1.2% | +7.0% | +8.3% | +32.8% |
| 2022 | -10.6% | +3.9% | -0.9% | -6.9% | +2.5% | -13.9% | +8.3% | -2.1% | -3.6% | +4.0% | -0.1% | -6.0% | -24.5% |
| 2021 | +2.8% | +5.1% | -0.6% | +2.0% | -4.3% | +4.1% | -4.5% | +0.4% | -0.3% | -0.4% | +12.2% | +4.8% | +22.2% |
| 2020 | +2.5% | -3.5% | -10.4% | +11.0% | +2.8% | +6.3% | -3.6% | -2.5% | +3.0% | +1.7% | +15.8% | +9.1% | +33.4% |
| 2019 | +9.7% | +4.9% | +3.5% | +3.2% | -10.2% | +10.5% | +13.8% | -0.8% | -3.5% | +1.4% | +1.1% | +4.7% | +42.4% |
| 2018 | +1.3% | +8.5% | -1.1% | -2.2% | +17.4% | -3.6% | +1.3% | +2.4% | -6.5% | -10.2% | +0.1% | -12.0% | -7.6% |
| 2017 | +4.7% | +0.9% | +12.1% | -5.5% | +8.5% | -1.9% | -2.6% | +9.5% | +8.4% | +10.1% | -2.6% | -1.4% | +45.5% |
| 2016 | -10.3% | +1.8% | -0.9% | -1.5% | +12.1% | +12.8% | +3.9% | +9.3% | +6.2% | +2.8% | +5.0% | +8.9% | +59.7% |
| 2015 | -5.8% | +1.9% | -1.2% | -2.0% | +1.1% | -20.2% | +1.7% | -6.3% | -6.0% | +6.4% | +1.7% | -4.8% | -30.7% |
| 2014 | - | - | - | - | - | - | - | - | - | +2.7% | +8.6% | -0.5% | +11.0% |