Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SGLD.AS Invesco Physical Gold ETC • IE00B579F325 | ETC | 36.0% | 0.12% |
SXRT.XETRA iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) • IE00B53L3W79 | ETF | 33.4% | 0.1% |
LSK7.XETRA Amundi EURO STOXX 50 Daily (-1x) Inverse UCITS ETF Acc • FR0010424135 | ETF | 30.6% | 0.4% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.4% | +2.3% | -4.1% | -0.6% | -0.1% | -3.4% | -0.0% | +2.8% | - | - | - | - | +2.1% |
| 2025 | +3.5% | +0.9% | +1.7% | +0.2% | +0.1% | -1.3% | +1.2% | +0.9% | +4.7% | +2.7% | +2.2% | +0.8% | +18.9% |
| 2024 | +0.2% | +8.4% | +4.0% | +1.9% | +0.3% | +0.4% | +1.4% | +0.7% | +2.1% | +3.0% | -0.1% | +0.1% | +24.5% |
| 2023 | +0.4% | +0.1% | +0.2% | +0.3% | -0.2% | +0.6% | +0.3% | -0.4% | -0.1% | -0.1% | +0.9% | +0.6% | +2.7% |
| 2022 | -0.1% | -0.1% | -0.5% | -0.1% | -0.3% | +0.3% | -0.6% | +0.2% | +0.4% | -0.8% | -0.2% | +0.1% | -1.8% |
| 2021 | -0.4% | -2.4% | +1.1% | +0.5% | +2.3% | -1.8% | +1.6% | +0.3% | -0.5% | +0.7% | -0.8% | +0.8% | +1.3% |
| 2020 | +2.0% | +0.3% | +0.6% | +1.1% | -0.7% | +0.0% | +2.1% | -0.8% | -1.1% | +0.4% | -3.8% | +1.4% | +1.3% |
| 2019 | +1.2% | +0.5% | -0.1% | +0.9% | -0.7% | +3.0% | +1.2% | +2.9% | -0.8% | +0.4% | -0.4% | +1.0% | +9.5% |
| 2018 | -0.3% | -0.2% | +0.1% | +0.6% | +0.2% | -1.5% | -0.6% | -1.2% | +0.0% | +1.4% | +0.1% | +1.4% | -0.1% |
| 2017 | - | +1.7% | -0.4% | +0.0% | -1.1% | -1.6% | -0.5% | +1.0% | -0.4% | +0.3% | -1.0% | +0.3% | -1.7% |