Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 70.0% | 0.25% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 20.0% | 0.25% |
ASWC.XETRA HANetf Future of Defence UCITS ETF • IE000OJ5TQP4 | ETF | 10.0% | 0.49% |
| Total | 100.0% | 0.27% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | -0.4% | -6.0% | +14.2% | +10.6% | +5.9% | -7.9% | +1.5% | +1.1% | - | - | - | +20.2% |
| 2025 | +5.0% | -1.9% | -8.4% | -1.1% | +8.4% | +1.6% | +3.7% | -1.7% | +5.2% | +3.3% | -2.6% | +1.0% | +11.8% |
| 2024 | +7.0% | +8.0% | +4.5% | -2.6% | +2.5% | +7.4% | -3.0% | -0.1% | +1.1% | +2.4% | +7.4% | -0.5% | +38.9% |
| 2023 | - | - | - | - | - | - | +1.6% | +0.3% | -1.8% | -1.8% | +6.6% | +3.7% | +8.6% |
Momentum Tech Def 70 20 10 Reb returned +25.01% a year over the 3 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.