Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XNAS.LSE Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444 | ETF | 60.0% | 0.2% |
VWRA.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 15.0% | 0.19% |
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 15.0% | 0.35% |
AMZN.NEO Amazon.com CDR • US0231351067 | STOCK | 10.0% | 0% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.9% | -2.6% | -7.2% | +22.4% | +7.8% | - | - | - | - | - | - | - | +25.1% |
| 2025 | +2.9% | -6.0% | -7.6% | +1.1% | +10.6% | +7.9% | +3.3% | +0.2% | +5.3% | +7.1% | -2.2% | +1.3% | +24.7% |
| 2024 | +2.0% | +6.1% | +2.9% | -3.6% | +4.0% | +8.4% | -3.3% | -0.2% | +2.9% | -1.4% | +4.3% | +1.5% | +25.3% |
| 2023 | +12.1% | -0.7% | +7.9% | -0.5% | +9.0% | +6.6% | +3.9% | -1.7% | -5.2% | -3.2% | +11.7% | +7.5% | +56.1% |
| 2022 | - | - | - | - | - | - | - | - | - | +1.9% | +3.1% | -5.8% | -1.0% |