Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FGBL.PA First Trust Global Equity Income UCITS ETF Acc • IE00BYTH6121 | ETF | 50.0% | 0.6% |
CBUI.XETRA iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc) • IE000H1H16W5 | ETF | 50.0% | 0.25% |
| Total | 100.0% | 0.42% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +4.1% | -4.2% | +5.6% | +5.4% | +1.1% | +3.9% | +2.5% | -0.1% | - | - | - | +23.5% |
| 2025 | +3.5% | +1.8% | -2.2% | -6.4% | +7.2% | +0.3% | +4.2% | +1.8% | +1.2% | +3.4% | +2.7% | +2.9% | +21.7% |
| 2024 | +1.0% | +2.1% | +3.3% | +0.3% | +1.7% | +0.0% | +1.8% | -0.8% | -0.6% | +1.4% | +2.9% | -0.4% | +13.4% |
| 2023 | +5.4% | -0.1% | -3.8% | +1.5% | -0.8% | +3.4% | +4.5% | -1.5% | +1.6% | -5.3% | +3.1% | +6.2% | +14.5% |
| 2022 | +1.5% | -0.5% | +0.7% | -0.1% | -1.1% | -4.9% | +3.7% | -0.9% | -3.0% | +2.9% | -0.1% | -1.9% | -3.9% |
| 2021 | - | - | - | - | - | - | - | - | - | +0.0% | +0.6% | +4.0% | +4.6% |
World - Low volatility // - kt SA returned +14.84% a year over the 5 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.