Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IMIE.PA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 65.0% | 0.17% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
BTC-USD Bitcoin | CRYPTO | 15.0% | - |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +0.7% | -5.3% | +6.5% | +3.5% | -2.9% | - | - | - | - | - | - | +4.3% |
| 2025 | +5.6% | -4.0% | -4.5% | -1.1% | +5.1% | -0.3% | +5.2% | -0.7% | +5.0% | +3.6% | -1.4% | +0.0% | +12.3% |
| 2024 | +3.2% | +8.6% | +7.1% | -3.2% | +2.4% | +1.8% | +1.3% | -2.1% | +3.0% | +4.2% | +11.9% | -0.9% | +43.0% |
| 2023 | +9.6% | +0.0% | +4.7% | -0.1% | +0.9% | +3.3% | +0.7% | -2.6% | -0.1% | +4.9% | +4.5% | +5.0% | +34.7% |
| 2022 | -5.1% | +1.5% | +4.4% | -2.7% | -5.4% | -8.1% | +7.8% | -2.5% | -4.1% | +2.2% | -0.4% | -3.6% | -15.9% |
| 2021 | +3.2% | +6.5% | +11.3% | -0.1% | -8.3% | +1.3% | +4.1% | +4.3% | -2.4% | +11.2% | -1.0% | -2.1% | +29.8% |
| 2020 | +6.2% | -6.4% | -11.4% | +12.6% | +2.4% | +0.8% | +4.3% | +3.4% | -2.2% | +4.3% | +12.8% | +15.8% | +47.3% |
| 2019 | +4.2% | +4.0% | +2.6% | +6.6% | +7.9% | +9.7% | +0.9% | -1.1% | -2.4% | +2.2% | -2.3% | -0.3% | +35.9% |
| 2018 | -6.0% | -0.8% | -6.3% | +5.7% | +1.0% | -2.2% | +2.6% | +0.0% | -0.2% | -3.3% | -2.3% | -5.2% | -16.4% |
| 2017 | +0.4% | +7.9% | -1.7% | +3.1% | +10.1% | +0.8% | +2.9% | +19.6% | -2.0% | +22.2% | +26.7% | +23.2% | +180.4% |
| 2016 | - | - | - | - | - | - | - | - | - | - | +0.1% | +5.7% | +5.9% |