Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 50.0% | 0.2% |
PSWD.XETRA Invesco RAFI All-World Fundamental Value UCITS ETF • IE00B23LNQ02 | ETF | 25.0% | 0.39% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 15.0% | 0.15% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +0.5% | -5.0% | +11.3% | +9.4% | +0.3% | -2.2% | +3.4% | +0.8% | - | - | - | +19.2% |
| 2025 | +2.6% | -2.6% | -8.4% | -3.9% | +7.5% | +2.5% | +6.0% | -0.9% | +4.0% | +5.8% | -1.9% | +0.4% | +10.3% |
| 2024 | +3.6% | +4.1% | +3.6% | -1.8% | +2.3% | +7.0% | -1.0% | -1.0% | +1.8% | +1.4% | +6.7% | -0.0% | +29.6% |
| 2023 | +5.8% | +1.0% | +1.1% | -0.3% | +5.0% | +3.9% | +2.5% | -0.7% | -2.0% | -3.1% | +6.7% | +3.8% | +25.8% |
| 2022 | -4.9% | -2.3% | +4.3% | -2.6% | -3.3% | -6.6% | +10.2% | -1.7% | -6.6% | +4.3% | +0.5% | -6.1% | -15.1% |
| 2021 | +1.1% | +3.2% | +5.7% | +1.5% | -0.6% | +5.4% | +1.2% | +3.3% | -1.8% | +4.8% | +1.8% | +4.2% | +33.8% |
| 2020 | +0.3% | -8.6% | -10.6% | +10.1% | +1.8% | +3.4% | -0.4% | +6.8% | -1.5% | -2.8% | +9.5% | +2.8% | +8.7% |
| 2019 | +8.1% | +4.0% | +2.8% | +3.9% | -5.6% | +4.3% | +3.9% | -2.3% | +3.5% | +0.3% | +4.5% | +2.4% | +33.3% |
| 2018 | +1.7% | -1.2% | -3.9% | +3.6% | +3.8% | -0.8% | +2.5% | +1.8% | +0.6% | -5.1% | +0.2% | -8.1% | -5.5% |
| 2017 | -0.3% | +5.1% | +0.8% | -0.6% | -0.9% | -1.3% | -0.1% | -0.1% | +2.1% | +4.7% | -0.5% | +1.4% | +10.5% |
| 2016 | -7.3% | +0.3% | +2.9% | -0.5% | +3.8% | -0.8% | +4.6% | +1.1% | +0.4% | +1.4% | +4.5% | +2.7% | +13.2% |
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -4.7% | -4.7% |
2b - klare Trennung EM via iShares returned +13.69% 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.
Total Dividends Received
€937.69
43 payments
Dividend Yield
0.46%
(annualized)
Avg Per Payment
€21.81
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2026 | €67.86 |
| 2025 | €123.45 |
| 2024 | €120.30 |
| 2023 | €111.43 |
| 2022 | €106.05 |
| 2021 | €79.48 |
| 2020 | €62.32 |
| 2019 | €77.35 |
| 2018 | €66.25 |
| 2017 | €58.93 |
| 2016 | €53.46 |
| 2015 | €10.81 |
| Total | €937.69 |