Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 60.0% | 0.07% |
CEMS.XETRA iShares Edge MSCI Europe Value Factor UCITS ETF • IE00BQN1K901 | ETF | 25.0% | 0.25% |
PRAM.XETRA Amundi Prime Emerging Markets UCITS ETF DR (C) • LU2300295123 | ETF | 15.0% | 0.1% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +1.9% | -5.5% | +9.1% | +6.3% | +1.0% | -1.3% | +1.8% | +0.1% | - | - | - | +15.9% |
| 2025 | +4.4% | -0.9% | -6.2% | -3.8% | +6.2% | +1.3% | +4.9% | +0.0% | +2.6% | +4.6% | +0.2% | +1.2% | +14.4% |
| 2024 | +2.1% | +3.6% | +3.8% | -0.9% | +1.6% | +4.0% | +0.4% | -0.5% | +1.9% | +0.9% | +5.5% | -0.4% | +23.9% |
| 2023 | +5.1% | +0.7% | -0.5% | +0.1% | +1.8% | +4.0% | +2.9% | -1.0% | -1.4% | -3.9% | +5.7% | +3.8% | +18.0% |
| 2022 | -2.8% | -2.6% | +3.3% | -1.8% | -2.1% | -6.8% | +8.2% | -1.4% | -6.1% | +4.5% | +1.4% | -5.3% | -11.6% |
| 2021 | - | - | - | - | - | - | - | - | +0.7% | +4.5% | +0.4% | +4.4% | +10.4% |
Region - All // SA auto invest returned +13.73% 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.