Chapter 7. Automated portfolio management

Unnamed private investor · Finance

What €10,000 would have become.

Choose the year you start. This historical simulation follows €10,000 invested that January, month by month to September 2026, after fund costs and before tax.

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By September 2026	Worth about	Largest month-end fall

From January 2012 to September 2026, €10,000 became about €40,900 with Strategy A, €59,700 with Strategy B, €43,700 with Strategy C and €13,400 in the bank at 2% a year.

The strategies

Strategy A: Diverse mix
Strategy B: Growth focus
Strategy C: Balanced growth
The bank: Fixed deposit, 2% a year: more than most banks paid in this period
The figures: Historical simulation with real index and interest-rate data, fund costs included, taxes not.

Contact

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Tell us how you invest today and what you want it to do.