This 100% U.S. equity portfolio invests entirely in the S&P 500 through a low-cost ETF. It gives instant exposure to America’s largest and most profitable companies with a mix of tech, healthcare, and consumer giants driving global innovation. Its strength lies in simplicity, diversification within a single market, and historically strong returns. Best suited for investors with a long time horizon, high risk tolerance, and belief in U.S. economic leadership, who can ride out market ups and downs for long-term growth.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
P500.XETRA Invesco S&P 500 UCITS ETF Acc • IE00B3YCGJ38 | ETF | 100.0% | 0.05% |
| Total | 100.0% | 0.05% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.5% | -0.3% | -3.8% | +4.3% | - | - | - | - | - | - | - | - | -0.5% |
| 2025 | +3.9% | -3.6% | -9.1% | -5.3% | +6.8% | +1.6% | +6.0% | -1.0% | +2.8% | +4.7% | -0.5% | -0.3% | +4.9% |
| 2024 | +4.2% | +4.4% | +3.7% | -2.1% | +1.1% | +7.0% | -0.5% | -0.7% | +1.7% | +2.6% | +8.5% | -0.8% | +32.6% |
| 2023 | +4.0% | +0.9% | +0.3% | +0.2% | +4.1% | +4.2% | +2.2% | +0.5% | -2.1% | -3.1% | +5.9% | +3.9% | +22.7% |
| 2022 | -5.9% | -1.9% | +6.1% | -2.9% | -4.0% | -5.8% | +11.2% | -1.2% | -5.5% | +4.9% | -1.9% | -6.4% | -14.1% |
| 2021 | +1.1% | +3.4% | +7.0% | +2.6% | -1.2% | +5.7% | +2.3% | +3.8% | -2.1% | +6.0% | +2.4% | +4.3% | +41.0% |
| 2020 | +1.2% | -9.3% | -9.2% | +11.0% | +2.0% | +1.0% | +0.4% | +7.0% | -1.7% | -2.5% | +7.8% | +1.1% | +7.0% |
| 2019 | +7.8% | +4.3% | +2.9% | +4.0% | -5.0% | +4.0% | +5.2% | -1.6% | +2.9% | -0.5% | +5.3% | +1.6% | +34.9% |
| 2018 | +1.1% | -0.9% | -4.6% | +3.7% | +5.3% | +1.0% | +2.6% | +3.9% | +0.7% | -4.3% | +0.9% | -9.4% | -0.9% |
| 2017 | -1.8% | +6.3% | -0.5% | -1.1% | -1.9% | -0.6% | -1.2% | -0.8% | +2.6% | +3.9% | +0.5% | +1.5% | +6.7% |
| 2016 | -6.6% | +1.9% | +0.8% | -1.0% | +5.2% | -0.1% | +3.8% | +0.0% | -0.5% | +0.8% | +7.7% | +2.6% | +14.8% |
| 2015 | +3.5% | +6.2% | +3.0% | -3.0% | +2.5% | -3.5% | +3.5% | -7.6% | -2.8% | +10.8% | +4.5% | -3.7% | +12.5% |
| 2014 | -1.1% | +2.4% | +0.4% | -0.0% | +4.2% | +1.9% | +1.4% | +5.1% | +3.4% | +2.4% | +3.9% | +3.1% | +30.4% |
| 2013 | +3.4% | +5.5% | +5.2% | -0.8% | +5.7% | -2.7% | +3.1% | -2.9% | +0.6% | +4.5% | +2.7% | +0.7% | +27.3% |
| 2012 | +2.3% | +2.4% | +3.4% | -0.1% | +0.4% | +1.3% | +5.3% | -0.2% | -0.1% | -2.8% | +0.3% | -1.6% | +10.8% |
| 2011 | - | - | - | - | - | - | - | - | - | - | -0.9% | +6.5% | +5.5% |