Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 30.0% | 0% |
COINXBE.ST Bitcoin Tracker EUR XBT Provider • SE0007525332 | ETF | 20.0% | 2.5% |
IE0008248803 Vanguard Eurozone Stock Index Fund EUR Acc • IE0008248803 | FUND | 16.7% | 0.1% |
IE0031786696 Vanguard Emerging Markets Stock Index Fund EUR Acc • IE0031786696 | FUND | 16.7% | 0.08% |
IE0032126645 Vanguard U.S. 500 Stock Index Fund EUR Acc • IE0032126645 | FUND | 16.6% | 0.1% |
| Total | 100.0% | 0.55% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | -0.2% | -6.5% | +7.4% | - | - | - | - | - | - | - | - | +3.5% |
| 2025 | +7.9% | -3.4% | -1.8% | +0.3% | +4.5% | -1.2% | +5.2% | -1.6% | +6.4% | +3.5% | -1.7% | +0.9% | +19.9% |
| 2024 | +3.6% | +10.7% | +8.3% | -2.9% | +2.9% | -0.9% | +2.9% | -3.3% | +4.5% | +4.8% | +12.6% | -1.5% | +48.3% |
| 2023 | +13.3% | -0.3% | +7.2% | -0.2% | -0.2% | +2.9% | +0.5% | -2.9% | -1.0% | +9.3% | +4.4% | +4.9% | +43.5% |
| 2022 | -5.3% | +1.2% | +4.4% | -2.4% | -6.0% | -9.2% | +6.9% | -3.6% | -3.7% | +0.7% | +1.6% | -3.6% | -18.4% |
| 2021 | +9.2% | +6.0% | +11.4% | -3.0% | -8.3% | -0.6% | +3.1% | +6.9% | -3.6% | +14.2% | -1.9% | -4.0% | +30.4% |
| 2020 | +7.7% | -4.7% | -12.7% | +14.9% | +2.1% | +1.1% | +6.5% | +1.8% | -3.0% | +5.8% | +15.6% | +17.9% | +61.2% |
| 2019 | +2.1% | +4.5% | +2.6% | +7.8% | +13.6% | +17.3% | -5.1% | +0.2% | -4.8% | +3.6% | -4.7% | -1.5% | +38.6% |
| 2018 | -8.5% | +0.5% | -6.3% | +5.1% | -0.6% | -5.0% | +4.0% | -1.5% | -1.0% | -2.2% | -2.9% | -3.0% | -20.1% |
| 2017 | +1.8% | +8.7% | -1.9% | +4.9% | +14.0% | +1.8% | +1.1% | +28.8% | -5.2% | +26.6% | +25.5% | +30.7% | +238.8% |
| 2016 | -2.9% | +5.1% | -1.4% | +2.9% | +1.3% | +10.9% | +1.9% | -3.6% | +1.0% | +5.0% | +1.6% | +9.3% | +34.8% |
| 2015 | - | - | - | - | - | - | - | - | - | +11.9% | +5.2% | -0.2% | +17.4% |