Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 30.0% | 0.19% |
DBX9.XETRA Xtrackers MSCI China A UCITS ETF 1C • LU0292109856 | ETF | 20.0% | 0.35% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
WELI.XETRA Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) • IE000FCGBU62 | ETF | 20.0% | 0.18% |
4BRZ.XETRA iShares MSCI Brazil UCITS ETF (DE) USD (Acc) • DE000A0Q4R85 | ETF | 10.0% | 0.31% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | +4.5% | -6.2% | +6.3% | +3.1% | +1.1% | -1.8% | +2.7% | +0.4% | - | - | - | +14.3% |
| 2025 | +4.3% | -0.1% | -4.9% | -3.4% | +4.3% | -0.1% | +2.9% | +3.5% | +2.5% | +2.5% | +0.7% | +1.7% | +14.3% |
| 2024 | -0.7% | +3.1% | +3.7% | +0.1% | +0.7% | +0.9% | +0.5% | +0.6% | +4.8% | -1.6% | +2.1% | -1.7% | +12.8% |
| 2023 | +7.1% | -3.1% | +0.5% | -1.0% | -1.5% | +4.7% | +4.0% | -3.5% | -1.0% | -3.6% | +4.6% | +3.2% | +9.9% |
| 2022 | - | - | - | - | - | - | - | - | - | -0.5% | +7.7% | -3.5% | +3.3% |
V2-China-EU-Mining returned +14.09% a year over the 4 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.