Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 60.0% | 0.19% |
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 30.0% | 0.07% |
EQQB.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF Acc • IE00BFZXGZ54 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.6% | -4.7% | +2.1% | - | - | - | - | - | - | - | - | -1.6% |
| 2025 | +4.0% | -3.0% | -8.2% | -4.2% | +6.7% | +1.4% | +5.3% | -0.8% | +3.1% | +4.8% | -0.7% | +0.0% | +7.5% |
| 2024 | +3.4% | +4.0% | +3.4% | -1.9% | +1.2% | +6.0% | -0.4% | -0.7% | +1.8% | +1.6% | +7.3% | -0.5% | +27.8% |
| 2023 | +5.1% | +0.5% | +0.8% | -0.1% | +3.8% | +3.8% | +2.5% | -0.4% | -1.8% | -3.4% | +5.9% | +4.0% | +22.5% |
| 2022 | - | +1.0% | +4.9% | -3.0% | -3.8% | -5.9% | +10.2% | -1.5% | -5.9% | +3.6% | -0.1% | -6.1% | -7.7% |