Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 35.0% | 0.07% |
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 20.0% | 0.2% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 12.0% | 0.35% |
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5 | ETF | 10.0% | 0.55% |
WTI2.F WisdomTree Artificial Intelligence UCITS ETF USD Acc • IE00BDVPNG13 | ETF | 8.0% | 0.4% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +0.7% | -5.8% | +13.0% | +9.4% | +1.7% | -4.7% | +3.0% | +0.2% | - | - | - | +22.8% |
| 2025 | +3.1% | -3.3% | -7.1% | -3.1% | +7.6% | +3.5% | +5.4% | -0.9% | +5.5% | +6.0% | -2.5% | +0.9% | +14.9% |
| 2024 | +3.3% | +5.9% | +3.8% | -1.9% | +1.3% | +6.1% | -1.4% | -0.5% | +1.7% | +1.8% | +6.3% | +0.4% | +29.9% |
| 2023 | - | - | - | - | - | -0.1% | +3.4% | -1.3% | -1.8% | -3.5% | +7.1% | +4.2% | +7.7% |
Portofolio#2 returned +23.58% a year over the 3 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.