Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 57.0% | 0.2% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 18.0% | 0.17% |
TSLA.US Tesla Inc • US88160R1014 | STOCK | 16.0% | 0% |
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 | 4.0% | 0.1% |
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370 | ETF | 1.0% | 0.2% |
| Total | 100.0% | 0.15% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.4% | +0.3% | -4.7% | +6.7% | +6.5% | +0.8% | -4.5% | +3.6% | -0.1% | - | - | - | +7.8% |
| 2025 | +3.1% | -6.3% | -8.0% | -2.7% | +7.7% | -0.9% | +3.6% | +0.7% | +6.3% | +4.0% | -1.2% | +0.8% | +5.9% |
| 2024 | -1.2% | +3.9% | +1.3% | -1.0% | +0.4% | +5.3% | +2.1% | -1.6% | +3.8% | +0.5% | +11.6% | +2.5% | +31.0% |
| 2023 | +10.2% | +4.8% | -0.3% | -5.1% | +7.1% | +8.6% | +2.0% | -1.0% | -1.2% | -7.6% | +7.8% | +3.4% | +30.5% |
| 2022 | -4.9% | -2.3% | +6.7% | -4.2% | -4.6% | -6.1% | +11.9% | -2.1% | -4.7% | +1.2% | -1.7% | -8.3% | -18.9% |
| 2021 | +4.2% | -0.2% | +4.9% | +1.9% | -2.1% | +5.2% | +1.3% | +3.5% | -0.5% | +10.6% | +1.3% | +1.2% | +35.3% |
| 2020 | +9.0% | -5.4% | -12.8% | +17.6% | +3.0% | +9.1% | +8.5% | +31.9% | -7.0% | -5.6% | +23.9% | +13.0% | +109.2% |
| 2019 | +4.6% | +3.7% | +0.1% | +0.9% | -6.5% | +4.9% | +4.1% | -2.2% | +3.5% | +3.1% | +4.3% | +4.9% | +27.8% |
| 2018 | +2.3% | -1.6% | -6.5% | +4.8% | +2.7% | +3.1% | -0.5% | +1.5% | -1.3% | -0.1% | +1.1% | -7.2% | -2.4% |
| 2017 | +2.1% | +3.8% | +2.1% | +1.7% | +0.2% | +0.2% | -3.5% | +1.4% | +1.2% | +2.2% | -2.0% | +1.1% | +10.7% |
| 2016 | -9.0% | +1.0% | +3.2% | +1.4% | +1.5% | -1.4% | +4.6% | -1.4% | -0.4% | +0.2% | +4.0% | +3.9% | +7.1% |
| 2015 | +3.7% | +5.2% | +1.7% | +0.9% | +3.8% | -2.0% | +2.0% | -8.8% | -2.0% | +4.7% | +5.3% | -2.9% | +11.1% |
| 2014 | +2.5% | +8.8% | -3.6% | +0.1% | +3.2% | +4.2% | -0.5% | +7.6% | -0.3% | +0.8% | +2.5% | -0.7% | +26.4% |
| 2013 | +3.3% | +2.2% | +5.1% | +6.4% | +19.4% | +1.1% | +10.1% | +8.9% | +7.0% | -6.4% | -8.2% | +6.1% | +66.7% |
| 2012 | +3.2% | +4.3% | +2.8% | -2.4% | -2.5% | +2.4% | +2.0% | +0.6% | -0.0% | -1.7% | +3.8% | -0.4% | +12.3% |
| 2011 | - | - | - | - | - | - | -2.4% | -8.3% | -0.2% | +7.8% | +2.6% | +0.9% | -0.5% |
Trajan 2605 returned +20.69% a year over the 15 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.