Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 75.0% | 0.19% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 15.0% | 0.35% |
BITC.XETRA CoinShares Physical Bitcoin • GB00BLD4ZL17 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | -0.6% | -5.5% | +15.5% | +10.8% | +3.5% | -7.7% | +3.8% | - | - | - | - | +23.3% |
| 2025 | +5.5% | -6.0% | -7.7% | -2.5% | +8.1% | +2.2% | +5.8% | -2.1% | +4.8% | +5.8% | -3.7% | +0.2% | +9.2% |
| 2024 | +3.0% | +8.8% | +5.1% | -3.8% | +2.8% | +4.3% | -0.7% | -2.8% | +2.2% | +1.7% | +10.6% | -0.9% | +33.7% |
| 2023 | +8.0% | +0.7% | +2.4% | -1.4% | +4.4% | +3.8% | +2.3% | -1.6% | -1.6% | -1.7% | +6.9% | +5.7% | +30.8% |
| 2022 | -7.5% | -0.7% | +4.7% | -4.4% | -4.4% | -10.0% | +11.0% | -3.1% | -6.2% | +3.0% | +1.2% | -6.1% | -21.9% |
| 2021 | - | - | - | - | - | - | - | +2.3% | -2.4% | +8.9% | +1.1% | +1.0% | +11.0% |