Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
V60A.XETRA Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating • IE00BMVB5P51 | ETF | 50.0% | 0.25% |
IE00B9L4YR86 Dimensional World Allocation 60/40 Fund EUR Accumulation • IE00B9L4YR86 | FUND | 50.0% | 0.32% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +1.9% | -3.7% | +4.7% | +3.4% | +1.1% | -1.2% | +1.7% | +0.0% | - | - | - | +9.7% |
| 2025 | +2.3% | -0.6% | -4.4% | -2.3% | +3.4% | +0.7% | +2.6% | +0.4% | +1.6% | +2.4% | +0.1% | -0.1% | +6.0% |
| 2024 | +1.1% | +2.2% | +2.6% | -1.8% | +1.2% | +2.0% | +1.2% | +0.2% | +1.2% | -0.2% | +4.5% | -1.2% | +13.5% |
| 2023 | +3.8% | -0.6% | -0.1% | -0.2% | +0.6% | +2.2% | +1.9% | -0.9% | -1.2% | -2.5% | +4.3% | +3.4% | +11.0% |
| 2022 | -3.0% | -1.5% | +1.1% | -2.4% | -1.2% | -4.6% | +6.4% | -2.1% | -5.3% | +2.8% | +2.0% | -3.8% | -11.6% |
| 2021 | +0.1% | +1.8% | +3.6% | +0.9% | +0.3% | +2.2% | +0.7% | +1.5% | -1.4% | +2.3% | -0.1% | +2.4% | +15.2% |
| 2020 | - | - | - | - | - | - | - | - | - | - | - | +1.4% | +1.4% |
V60A & Dimensional returned +7.50% 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.