Portefeuille Université de l'épargne surnommé Turc - Risqué car non couvert par du JPY - 25% Actions Asie ExJapan 25% Energie Europe & 50% Gold - Re-balancement Trimestriel
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 50.0% | 0% |
CEBL.XETRA iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969 | ETF | 25.0% | 0.2% |
ESIE.XETRA iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) • IE00BMW42637 | ETF | 25.0% | 0.18% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.3% | +6.9% | -1.6% | +1.5% | +1.3% | -5.6% | +1.5% | +5.1% | +0.9% | - | - | - | +20.2% |
| 2025 | +6.1% | +1.3% | +2.9% | -4.5% | +1.9% | -0.1% | +3.9% | +1.7% | +6.7% | +5.9% | +2.1% | +1.4% | +32.8% |
| 2024 | -0.4% | +0.9% | +7.0% | +3.9% | -0.0% | +1.9% | +0.9% | -0.3% | +2.3% | +3.1% | -0.1% | -0.8% | +19.6% |
| 2023 | +4.2% | -1.6% | +1.4% | -0.7% | -0.6% | -1.2% | +3.1% | -0.5% | +1.0% | +2.3% | +0.3% | +0.1% | +7.9% |
| 2022 | +3.3% | +1.9% | +2.7% | +2.5% | -0.4% | -3.1% | +1.3% | +0.5% | -4.0% | -0.3% | +6.1% | -2.5% | +7.7% |
| 2021 | +2.1% | -0.5% | +1.6% | -0.6% | +3.8% | -0.6% | -1.2% | +0.8% | +2.4% | +1.9% | -1.0% | +2.1% | +11.3% |
| 2020 | - | - | - | - | - | - | - | - | - | - | -2.5% | +2.9% | +0.4% |
UDE Turc returned +16.97% a year over the 6 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.