Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 27.6% | 0.07% |
ZPRV.XETRA SPDR MSCI USA Small Cap Value Weighted UCITS ETF • IE00BSPLC413 | ETF | 26.4% | 0.3% |
XXSC.XETRA Xtrackers MSCI Europe Small Cap UCITS ETF 1C • LU0322253906 | ETF | 17.8% | 0.3% |
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325 | ETC | 13.1% | 0.12% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 12.4% | 0.18% |
SJPA.LSE iShares Core MSCI Japan IMI UCITS ETF • IE00B4L5YX21 | ETF | 2.7% | 0.12% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.7% | +2.9% | -5.7% | +7.0% | +4.0% | +0.1% | -0.8% | +3.3% | +0.1% | - | - | - | +15.0% |
| 2025 | +4.7% | -2.7% | -5.8% | -4.1% | +5.3% | +0.6% | +4.3% | +1.2% | +3.2% | +3.6% | +1.3% | +0.5% | +12.0% |
| 2024 | +1.0% | +2.3% | +4.7% | -1.7% | +1.5% | +2.6% | +3.3% | -1.4% | +2.0% | +1.5% | +6.8% | -2.7% | +21.5% |
| 2023 | +6.2% | +0.6% | -2.6% | -0.8% | +1.3% | +3.5% | +3.7% | -1.2% | -2.2% | -3.4% | +5.5% | +6.0% | +17.2% |
| 2022 | -4.6% | -0.2% | +3.3% | -1.2% | -3.1% | -6.5% | +9.1% | -1.5% | -6.3% | +4.6% | +0.6% | -5.0% | -11.3% |
| 2021 | +2.7% | +3.4% | +6.0% | +1.7% | +0.9% | +2.3% | +0.6% | +2.8% | -1.3% | +3.6% | -0.1% | +3.9% | +29.8% |
| 2020 | -1.1% | -7.5% | -14.4% | +10.6% | +2.2% | +2.0% | +0.5% | +5.2% | -1.6% | -0.8% | +9.0% | +3.6% | +5.3% |
| 2019 | +8.8% | +3.3% | +1.1% | +3.2% | -5.6% | +4.1% | +3.3% | -2.1% | +3.1% | +0.4% | +3.8% | +2.8% | +28.7% |
| 2018 | +0.3% | -1.9% | -2.6% | +3.8% | +4.0% | -0.4% | +1.2% | +1.3% | -0.5% | -5.1% | +0.2% | -7.8% | -7.7% |
| 2017 | -0.8% | +5.1% | -0.4% | +0.1% | -2.6% | -0.9% | -0.7% | -0.4% | +3.3% | +2.6% | -0.2% | +1.6% | +6.5% |
| 2016 | -7.1% | +3.2% | +2.4% | +1.5% | +1.9% | -1.3% | +5.6% | +0.2% | +0.3% | -0.7% | +5.8% | +2.8% | +15.0% |
| 2015 | - | +1.9% | +2.7% | -1.0% | +1.8% | -3.2% | +0.4% | -8.5% | -1.4% | +7.7% | +3.7% | -4.4% | -1.2% |
My portfolio returned +10.60% a year over the 12 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.