Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
0SEA.LSE Siemens Energy AG • DE000ENER6Y0 | STOCK | 20.0% | 0% |
0NWV.LSE Schneider Electric SE • FR0000121972 | STOCK | 20.0% | 0% |
YXS.F Sany Heavy Equipment International Holdings Company Limited • KYG781631059 | STOCK | 20.0% | 0% |
0QKY.LSE Holcim Ltd. • CH0012214059 | STOCK | 20.0% | 0% |
HEN3.DU HENKEL AG & CO KGAA • DE0006048432 | STOCK | 20.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.6% | +12.2% | -16.7% | +13.9% | -4.5% | +0.3% | -3.1% | +1.0% | +0.7% | - | - | - | +13.1% |
| 2025 | +8.0% | -3.2% | -5.1% | +6.6% | +13.9% | +13.1% | +6.8% | -5.5% | +7.2% | +4.0% | +3.3% | +4.5% | +65.2% |
| 2024 | -5.8% | +10.0% | +3.8% | +2.6% | +12.2% | -3.1% | +0.9% | +0.1% | +8.6% | +1.4% | +9.2% | -1.9% | +42.7% |
| 2023 | +5.1% | +3.4% | +1.9% | +10.1% | +4.3% | -2.9% | +5.1% | -3.5% | +2.1% | -10.1% | +0.3% | -0.6% | +14.8% |
| 2022 | -1.6% | -1.9% | -1.1% | -3.1% | +2.6% | -6.1% | +10.4% | -5.6% | -6.4% | +0.3% | +15.0% | -2.5% | -2.4% |
| 2021 | +5.7% | +5.7% | +9.2% | -2.0% | -2.4% | -1.7% | -0.3% | +6.4% | -6.4% | +1.2% | -4.2% | +0.8% | +11.1% |
| 2020 | - | - | - | - | - | - | - | - | - | -9.7% | +16.8% | +7.2% | +13.2% |
Rebuild from War returned +25.14% a year over the 6 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.