Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
EQQB.XETRA Invesco EQQQ Nasdaq-100 UCITS ETF Acc • IE00BFZXGZ54 | ETF | 20.0% | 0.3% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 20.0% | 0.25% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 10.0% | 0.07% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.5% | -5.3% | +2.7% | - | - | - | - | - | - | - | - | -1.4% |
| 2025 | +4.2% | -2.5% | -8.5% | -2.9% | +7.2% | +0.9% | +4.4% | -0.8% | +3.3% | +4.3% | -0.9% | +0.4% | +8.3% |
| 2024 | +4.3% | +4.7% | +3.6% | -2.1% | +1.9% | +5.8% | -1.2% | -0.5% | +1.4% | +1.3% | +6.9% | +0.1% | +28.9% |
| 2023 | +4.7% | +0.9% | +0.8% | +0.4% | +3.0% | +3.8% | +2.2% | -0.4% | -1.7% | -3.1% | +6.2% | +4.0% | +22.6% |
| 2022 | - | +1.1% | +5.2% | -4.0% | -3.8% | -6.3% | +10.1% | -2.0% | -5.5% | +4.4% | +0.3% | -6.0% | -7.8% |