Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 90.0% | 0.19% |
BITC.XETRA CoinShares Physical Bitcoin • GB00BLD4ZL17 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | -1.2% | -4.3% | +9.0% | +4.9% | -1.1% | -0.6% | +4.0% | - | - | - | - | +10.6% |
| 2025 | +5.8% | -5.7% | -6.7% | -2.0% | +7.2% | +0.4% | +6.3% | -2.3% | +3.1% | +3.3% | -3.5% | -0.5% | +4.4% |
| 2024 | +2.9% | +8.1% | +5.0% | -3.6% | +2.2% | +3.0% | +1.1% | -2.4% | +2.6% | +2.5% | +12.0% | -1.6% | +35.8% |
| 2023 | +6.8% | +0.2% | +1.6% | +0.0% | +1.7% | +4.0% | +2.1% | -1.4% | -1.2% | -1.0% | +5.8% | +4.7% | +25.3% |
| 2022 | -6.3% | -1.0% | +5.1% | -3.4% | -5.2% | -9.0% | +10.3% | -2.5% | -5.6% | +3.4% | -0.1% | -5.5% | -19.5% |
| 2021 | - | - | - | - | - | +2.8% | +2.0% | +4.9% | -2.4% | +9.1% | -0.7% | +0.6% | +17.0% |