Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 90.0% | 0.07% |
ABTC-USD.SW 21shares Bitcoin ETP • CH0454664001 | ETF | 10.0% | 1.49% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.1% | -2.5% | -5.7% | +11.4% | - | - | - | - | - | - | - | - | +2.2% |
| 2025 | +4.3% | -5.5% | -5.2% | +0.7% | +7.6% | +4.7% | +4.0% | +0.1% | +3.2% | +2.3% | -1.6% | +0.5% | +15.3% |
| 2024 | +2.2% | +8.1% | +4.8% | -4.9% | +3.7% | +3.6% | +1.6% | -0.5% | +3.4% | +1.1% | +9.8% | -2.5% | +34.2% |
| 2023 | +9.0% | -1.0% | +5.1% | +1.8% | -0.6% | +7.2% | +2.5% | -2.1% | -4.1% | +1.0% | +9.2% | +6.5% | +39.0% |
| 2022 | -7.8% | -0.9% | +5.7% | -8.8% | -3.9% | -10.6% | +9.3% | -3.5% | -7.5% | +5.6% | +1.2% | -3.1% | -23.5% |
| 2021 | +5.1% | +6.0% | +6.4% | +3.8% | -4.6% | +1.1% | +3.4% | +5.0% | -4.5% | +10.1% | -1.3% | +1.2% | +35.3% |
| 2020 | +3.5% | -9.3% | -11.5% | +13.3% | +4.0% | +1.5% | +7.8% | +7.2% | -3.9% | +0.6% | +16.1% | +12.1% | +44.5% |
| 2019 | - | +0.0% | +1.8% | +6.4% | +2.4% | +13.0% | -2.4% | -2.4% | -1.4% | +3.1% | +0.7% | +1.0% | +23.5% |