Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.F Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 82.0% | 0.19% |
VAGF.XETRA Vanguard Global Aggregate Bond UCITS ETF EUR Hedged Accumulating • IE00BG47KH54 | ETF | 10.0% | 0.08% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 8.0% | 0% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +1.7% | -4.9% | +1.4% | - | - | - | - | - | - | - | - | +0.2% |
| 2025 | +3.7% | -1.6% | -6.4% | -1.9% | +3.9% | +1.1% | +4.7% | -0.6% | +3.5% | +4.6% | -0.1% | +0.9% | +11.9% |
| 2024 | +2.8% | +3.4% | +3.3% | -1.2% | +1.1% | +3.9% | +0.7% | +0.5% | +0.7% | +1.8% | +5.2% | +0.1% | +24.5% |
| 2023 | +4.2% | -0.3% | +0.3% | -0.1% | +2.5% | +2.7% | +2.7% | -1.1% | -1.5% | -3.0% | +5.7% | +3.5% | +16.1% |
| 2022 | -3.6% | -2.0% | +4.8% | -3.0% | -2.4% | -6.1% | +8.4% | -1.8% | -6.2% | +3.8% | +1.4% | -4.4% | -11.5% |
| 2021 | +0.3% | +2.3% | +5.5% | +1.4% | -0.2% | +2.7% | +1.7% | +2.6% | -1.9% | +4.6% | +0.4% | +2.6% | +23.7% |
| 2020 | +0.1% | -6.9% | -9.8% | +10.4% | +0.9% | +1.2% | +1.8% | +3.5% | -0.9% | -1.7% | +6.3% | +1.9% | +5.4% |
| 2019 | - | - | - | - | - | - | -0.1% | -0.3% | +2.3% | +0.6% | +2.9% | +2.1% | +7.6% |