This is my first portfolio, and because of that I just want to take it easy and invest in the world index MSCI.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 100.0% | 0.2% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +1.2% | -4.9% | +2.1% | - | - | - | - | - | - | - | - | -1.0% |
| 2025 | +3.9% | -2.5% | -7.9% | -3.9% | +6.4% | +0.9% | +4.8% | -0.3% | +2.5% | +4.3% | -0.3% | +0.1% | +7.1% |
| 2024 | +3.8% | +3.7% | +3.7% | -2.0% | +1.2% | +5.0% | +0.2% | -0.3% | +1.4% | +1.2% | +7.5% | -0.6% | +27.2% |
| 2023 | +5.1% | +0.7% | +0.1% | +0.3% | +2.5% | +3.8% | +2.3% | -0.6% | -1.6% | -3.4% | +5.8% | +3.7% | +19.9% |
| 2022 | -5.1% | -1.9% | +4.8% | -2.6% | -3.4% | -6.3% | +10.2% | -2.1% | -5.5% | +4.4% | +0.3% | -5.9% | -13.6% |
| 2021 | +0.6% | +3.1% | +6.2% | +2.0% | -0.4% | +4.7% | +2.0% | +2.9% | -1.9% | +5.2% | +0.8% | +3.5% | +32.5% |
| 2020 | +1.0% | -8.6% | -10.9% | +9.5% | +2.5% | +1.8% | -0.3% | +5.8% | -1.2% | -2.6% | +9.5% | +1.7% | +6.2% |
| 2019 | +7.4% | +4.0% | +2.5% | +3.6% | -4.8% | +3.9% | +3.6% | -1.7% | +3.3% | -0.1% | +4.4% | +0.7% | +29.6% |
| 2018 | +1.5% | -1.9% | -3.5% | +3.8% | +3.6% | +0.2% | +2.5% | +2.0% | +0.7% | -4.9% | +0.4% | -7.9% | -4.2% |
| 2017 | -0.6% | +5.0% | +0.5% | -0.7% | -1.1% | -1.0% | -0.8% | -0.8% | +2.9% | +3.6% | -0.3% | +0.8% | +7.5% |
| 2016 | -6.4% | +0.2% | +1.2% | +0.2% | +4.1% | -1.1% | +3.9% | +0.3% | +0.1% | +0.5% | +5.4% | +2.5% | +10.8% |
| 2015 | +5.1% | +6.3% | +3.0% | -1.7% | +1.7% | -3.6% | +3.0% | -8.1% | -3.5% | +9.5% | +3.9% | -4.4% | +10.3% |
| 2014 | -1.8% | +3.2% | +0.0% | +0.4% | +3.6% | +1.6% | +0.9% | +3.6% | +1.9% | +1.2% | +2.8% | +1.5% | +20.4% |
| 2013 | +3.6% | +3.8% | +4.4% | +0.4% | +2.6% | -3.3% | +3.4% | -2.3% | +2.9% | +3.8% | +1.3% | +0.6% | +22.8% |
| 2012 | +3.8% | +2.9% | +1.7% | -0.8% | -2.5% | +2.6% | +4.7% | +0.6% | -0.1% | -1.4% | +0.8% | -0.8% | +11.8% |
| 2011 | -0.2% | +2.6% | -3.8% | -0.3% | +0.9% | -2.2% | -0.7% | -7.5% | -1.4% | +6.2% | +0.3% | +4.0% | -2.7% |
| 2010 | -0.7% | +2.5% | +7.0% | +2.8% | -3.3% | -2.8% | +1.1% | -1.0% | +1.5% | +1.4% | +4.0% | +5.0% | +18.2% |
| 2009 | - | - | - | - | - | - | - | - | - | -3.2% | +1.8% | +5.9% | +4.3% |