Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 45.0% | 0.2% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 15.0% | 0.17% |
TSLA.US Tesla Inc • US88160R1014 | STOCK | 14.0% | 0% |
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370 | ETF | 12.0% | 0.2% |
ZPRS.XETRA State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) • IE00BCBJG560 | ETF | 7.0% | 0.45% |
CSH.PA Amundi EUR Overnight Return UCITS ETF Acc • FR0010510800 | ETF | 4.0% | 0.1% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 3.0% | 0.1% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.2% | -3.4% | -5.7% | +3.3% | +12.3% | -0.7% | -19.7% | +12.2% | -0.3% | - | - | - | -9.8% |
| 2025 | +1.2% | -21.7% | -12.6% | +1.6% | +17.4% | -8.5% | +0.5% | +5.1% | +24.1% | +4.1% | -4.7% | +2.5% | +1.0% |
| 2024 | -15.6% | +6.3% | -7.2% | +2.7% | -2.4% | +9.4% | +10.5% | -6.6% | +14.4% | -1.3% | +30.8% | +13.6% | +57.9% |
| 2023 | +25.0% | +14.4% | -1.2% | -15.5% | +18.6% | +19.0% | +1.7% | -1.8% | -0.8% | -15.4% | +12.9% | +2.7% | +63.6% |
| 2022 | -9.0% | -5.7% | +20.0% | -12.4% | -11.8% | -8.2% | +28.5% | -4.6% | -2.5% | -10.7% | -13.5% | -28.2% | -51.6% |
| 2021 | +10.0% | -10.1% | +2.8% | +3.0% | -9.4% | +9.4% | +0.8% | +6.2% | +4.8% | +33.0% | +3.8% | -5.7% | +51.5% |
| 2020 | +14.9% | -3.9% | -15.4% | +23.8% | +3.6% | +13.5% | +12.9% | +43.5% | -8.8% | -6.5% | +29.6% | +16.5% | +183.8% |
| 2019 | +3.7% | +3.6% | -1.1% | -0.6% | -8.1% | +5.9% | +4.5% | -2.9% | +4.0% | +5.3% | +4.4% | +7.2% | +27.8% |
| 2018 | +3.0% | -1.7% | -7.9% | +5.3% | +2.3% | +4.3% | -1.9% | +1.2% | -2.4% | +1.8% | +1.7% | -7.0% | -2.2% |
| 2017 | +3.2% | +3.7% | +2.6% | +2.3% | +0.5% | +0.5% | -4.0% | +2.1% | +0.9% | +2.1% | -2.5% | +1.2% | +13.0% |
| 2016 | -10.1% | +1.0% | +4.7% | +1.6% | +0.7% | -1.2% | +5.4% | -2.0% | -0.5% | +0.1% | +3.4% | +4.4% | +6.6% |
| 2015 | +3.7% | +4.9% | +1.5% | +2.1% | +4.0% | -1.4% | +1.1% | -9.0% | -1.9% | +2.9% | +5.9% | -2.9% | +10.6% |
| 2014 | +1.9% | +8.8% | -3.4% | -0.2% | +3.3% | +4.4% | -0.4% | +7.8% | -1.1% | +0.8% | +2.4% | -1.0% | +25.1% |
| 2013 | - | - | - | - | - | - | - | - | - | - | - | +2.7% | +2.7% |
Trajan 2612 returned +20.20% a year over the 13 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.