Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
UETW.XETRA UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59 | ETF | 72.0% | 0.06% |
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 18.0% | 0.14% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.8% | -5.1% | +10.1% | +7.2% | +1.4% | -2.9% | +2.6% | +0.2% | - | - | - | +15.3% |
| 2025 | +4.0% | -2.9% | -8.1% | -3.9% | +7.0% | +1.4% | +5.1% | -0.7% | +3.3% | +5.0% | -1.0% | +0.1% | +8.6% |
| 2024 | +3.3% | +3.9% | +3.3% | -1.8% | +1.3% | +6.1% | -0.7% | -0.6% | +1.9% | +1.2% | +6.9% | -0.3% | +26.8% |
| 2023 | +6.1% | +0.1% | +1.7% | +0.2% | +3.5% | +4.2% | +2.9% | -2.8% | -1.5% | -3.5% | +6.2% | +4.0% | +22.3% |
| 2022 | - | - | - | - | - | - | - | - | - | - | +0.2% | -5.6% | -5.4% |
1 returned +17.34% 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.