Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VHVE.LSE Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 30.0% | 0.12% |
EQQB.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF Acc • IE00BFZXGZ54 | ETF | 20.0% | 0.3% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
IWVL.LSE iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 15.0% | 0.25% |
CBUX.XETRA iShares Global Infrastructure UCITS ETF USD (Acc) • IE000CK5G8J7 | ETF | 10.0% | 0.65% |
IS0E.XETRA iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 10.0% | 0.55% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.1% | +4.6% | -10.4% | +10.0% | +7.1% | -3.1% | -2.9% | +8.1% | +0.8% | - | - | - | +18.9% |
| 2025 | +4.5% | -1.8% | -1.1% | +1.6% | +6.2% | +4.8% | +2.1% | +3.6% | +6.4% | +1.9% | +2.1% | +2.5% | +37.8% |
| 2024 | -0.7% | +2.1% | +4.6% | -2.0% | +2.9% | +3.2% | +1.9% | +1.3% | +2.8% | -1.3% | +2.0% | -2.4% | +15.1% |
| 2023 | - | -0.2% | +4.9% | +1.4% | -0.7% | +4.8% | +3.9% | -3.2% | -4.1% | -2.7% | +9.1% | +5.2% | +19.0% |
Perplexity-Good Deflation portfolio returned +25.83% 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.