Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
FGBL.PA First Trust Global Equity Income UCITS ETF Acc • IE00BYTH6121 | ETF | 40.0% | 0.6% |
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592 | ETF | 30.0% | 0.6% |
DBPG.XETRA Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552 | ETF | 15.0% | 0.6% |
LVE.PA Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF Acc • FR0010468983 | ETF | 15.0% | 0.4% |
| Total | 100.0% | 0.57% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +1.1% | -8.9% | +15.9% | +10.6% | +1.7% | -2.3% | +3.9% | -0.4% | - | - | - | +24.5% |
| 2025 | +5.3% | -2.5% | -8.3% | -6.3% | +13.0% | +2.8% | +6.1% | -0.1% | +4.5% | +6.5% | -0.3% | +1.2% | +22.0% |
| 2024 | +3.9% | +6.3% | +3.8% | -2.3% | +3.6% | +6.2% | -1.8% | -0.5% | +1.0% | +1.3% | +5.4% | +2.2% | +32.5% |
| 2023 | +12.8% | +0.7% | +2.9% | +1.8% | +5.0% | +7.1% | +5.2% | -2.6% | -2.7% | -6.5% | +10.0% | +8.2% | +48.3% |
| 2022 | -6.7% | -4.3% | +4.5% | -8.3% | -5.2% | -10.1% | +12.8% | -4.0% | -8.2% | +4.3% | +1.0% | -7.0% | -29.0% |
| 2021 | +0.4% | +3.9% | +9.8% | +3.6% | -1.0% | +7.1% | +2.5% | +4.5% | -4.3% | +7.6% | +1.8% | +4.4% | +47.5% |
| 2020 | +2.1% | -9.9% | -23.8% | +13.5% | +4.4% | +6.0% | +3.1% | +9.8% | -2.4% | -3.7% | +13.3% | +7.3% | +13.9% |
| 2019 | +11.1% | +6.1% | +3.6% | +7.3% | -9.3% | +7.1% | +4.8% | -4.7% | +5.1% | +2.4% | +6.6% | +2.3% | +49.1% |
| 2018 | +9.3% | -4.7% | -5.7% | +4.3% | +5.8% | +0.8% | +3.1% | +4.5% | +0.4% | -10.2% | -0.4% | -11.5% | -6.4% |
| 2017 | +1.7% | +6.1% | +2.5% | +1.3% | +1.3% | -2.4% | +1.6% | +0.1% | +2.4% | +4.9% | -0.1% | +0.2% | +21.3% |
| 2016 | +0.6% | +0.5% | +4.6% | -2.0% | +5.2% | -4.4% | +7.2% | +0.8% | +0.7% | +0.3% | +8.5% | +4.8% | +29.4% |
World - Leveraged bis bis returned +21.32% a year over the 11 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.