Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
QDVR.XETRA iShares MSCI USA SRI UCITS ETF USD (Acc) • IE00BYVJRR92 | ETF | 21.1% | 0.2% |
IUSK.XETRA iShares MSCI Europe SRI UCITS ETF (Acc) • IE00B52VJ196 | ETF | 20.3% | 0.2% |
QDVS.XETRA iShares MSCI EM SRI UCITS ETF • IE00BYVJRP78 | ETF | 19.3% | 0.25% |
CEMR.XETRA iShares Edge MSCI Europe Momentum Factor UCITS ETF • IE00BQN1K786 | ETF | 16.3% | 0.25% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 13.4% | 0.25% |
LYMS.XETRA Amundi Core Nasdaq-100 Swap UCITS ETF Acc • LU1829221024 | ETF | 9.6% | 0.22% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | -0.1% | -6.2% | +12.2% | +8.8% | +2.2% | -4.5% | +3.6% | +0.5% | - | - | - | +17.7% |
| 2025 | +2.8% | -2.7% | -8.4% | -2.4% | +8.1% | +1.8% | +4.3% | -1.5% | +4.2% | +4.8% | -2.5% | +1.1% | +8.7% |
| 2024 | +2.8% | +3.8% | +3.0% | -2.5% | +2.0% | +6.5% | -1.2% | -0.6% | +1.8% | +0.2% | +6.3% | -0.2% | +23.9% |
| 2023 | +6.2% | +1.3% | +1.8% | -0.1% | +3.7% | +3.6% | +2.5% | -1.4% | -2.5% | -3.1% | +7.4% | +3.8% | +25.3% |
| 2022 | -7.2% | -2.9% | +4.1% | -3.5% | -4.2% | -5.9% | +9.9% | -2.6% | -6.7% | +3.3% | +1.7% | -6.1% | -19.6% |
| 2021 | +1.3% | +0.6% | +5.1% | +2.3% | -0.5% | +6.2% | +1.5% | +3.7% | -3.0% | +6.0% | +1.4% | +3.6% | +31.6% |
| 2020 | +0.7% | -7.3% | -9.5% | +9.4% | +3.2% | +4.3% | +1.1% | +6.4% | -0.9% | -2.8% | +8.8% | +3.3% | +15.9% |
| 2019 | +7.1% | +3.8% | +3.3% | +3.9% | -4.5% | +4.4% | +3.2% | -1.5% | +2.8% | +1.2% | +4.1% | +2.7% | +34.5% |
| 2018 | +2.5% | -1.4% | -3.2% | +3.0% | +3.4% | -0.6% | +3.1% | +1.9% | +0.5% | -5.7% | +0.0% | -6.6% | -3.6% |
| 2017 | +0.3% | +4.9% | +2.0% | +0.4% | +0.3% | -2.0% | +0.1% | +0.4% | +2.2% | +4.5% | -1.1% | +1.4% | +13.9% |
| 2016 | - | - | - | - | - | - | +2.6% | +0.1% | +1.0% | +0.0% | +2.2% | +2.9% | +8.9% |
MyPortfolio returned +14.42% a year over the 10 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.