Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FLXT.XETRA Franklin FTSE Taiwan UCITS ETF EUR • IE000CM02H85 | ETF | 29.1% | 0.19% |
IBCJ.XETRA iShares MSCI Poland UCITS ETF USD (Acc) • IE00B4M7GH52 | ETF | 28.4% | 0.74% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 22.5% | 0.35% |
FLXK.XETRA Franklin FTSE Korea UCITS ETF • IE00BHZRR030 | ETF | 5.0% | 0.09% |
GN0M.XETRA Global X Genomics & Biotechnology UCITS ETF • IE00BM8R0N95 | ETF | 5.0% | 0.5% |
SXR5.XETRA iShares MSCI Japan UCITS ETF USD (Acc) • IE00B53QDK08 | ETF | 5.0% | 0.12% |
SC0K.XETRA Invesco Russell 2000 UCITS ETF • IE00B60SX402 | ETF | 5.0% | 0.25% |
| Total | 100.0% | 0.39% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.4% | +5.4% | -8.0% | +22.0% | +17.9% | +6.5% | -10.9% | +5.6% | +3.6% | - | - | - | +59.9% |
| 2025 | +5.6% | -1.0% | -6.7% | -2.7% | +7.6% | +6.3% | +4.0% | -1.9% | +7.1% | +11.1% | -2.3% | +4.0% | +33.9% |
| 2024 | +0.1% | +6.9% | +3.7% | -1.9% | +2.9% | +7.2% | -3.9% | -2.2% | -0.8% | -1.8% | +2.2% | +0.8% | +13.2% |
| 2023 | +8.8% | -0.5% | -0.0% | -1.1% | +7.7% | +4.3% | +3.7% | -4.5% | -4.2% | +1.0% | +9.2% | +7.3% | +35.1% |
| 2022 | - | - | -0.1% | -8.8% | -0.4% | -10.2% | +7.7% | -4.7% | -10.5% | +3.0% | +10.4% | -4.7% | -18.9% |
MP efts MS returned +24.40% a year over the 4 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.