Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FGBL.PA First Trust Global Equity Income UCITS ETF Acc • IE00BYTH6121 | ETF | 35.0% | 0.6% |
CBUI.XETRA iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc) • IE000H1H16W5 | ETF | 35.0% | 0.25% |
CL2.PA Amundi MSCI USA Daily (2x) Leveraged UCITS ETF Acc • FR0010755611 | ETF | 30.0% | 0.5% |
| Total | 100.0% | 0.45% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +2.5% | -5.4% | +9.8% | +7.6% | +1.3% | +1.9% | +4.0% | - | - | - | - | +25.6% |
| 2025 | +4.4% | -1.3% | -7.0% | -8.2% | +9.1% | +1.1% | +6.7% | +0.4% | +2.5% | +5.1% | +1.4% | +1.6% | +15.3% |
| 2024 | +3.4% | +4.0% | +4.3% | -1.2% | +1.6% | +4.2% | +0.9% | -1.3% | +0.4% | +2.5% | +7.5% | -0.6% | +28.4% |
| 2023 | +6.2% | +0.5% | -2.8% | +0.8% | +2.1% | +4.8% | +4.5% | -1.0% | -0.2% | -5.8% | +5.7% | +6.3% | +22.4% |
| 2022 | -2.5% | -1.9% | +4.3% | -2.2% | -3.6% | -7.1% | +9.7% | -1.4% | -5.4% | +4.8% | -1.5% | -5.3% | -12.6% |
| 2021 | - | - | - | - | - | - | - | - | - | +0.0% | +1.7% | +4.6% | +6.3% |