Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.F iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 28.6% | 0.07% |
CIBR.US First Trust NASDAQ Cybersecurity ETF • US33734X8469 | ETF | 26.2% | 0.6% |
IUHC.LSE iShares S&P 500 Health Care Sector UCITS ETF (Acc) • IE00B43HR379 | ETF | 24.9% | 0.15% |
EUNL.F iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 5.3% | 0.2% |
IS3N.F iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
EMMV.LSE iShares Edge MSCI EM Minimum Volatility UCITS ETF • IE00B8KGV557 | ETF | 5.0% | 0.4% |
AASI.PA Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C) • LU1681044480 | ETF | 5.0% | 0.2% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.1% | -0.5% | -3.3% | +6.4% | +14.2% | +2.9% | -0.0% | +4.8% | -2.7% | - | - | - | +20.1% |
| 2025 | +5.2% | -2.4% | -7.1% | -3.7% | +4.1% | +0.9% | +1.9% | -0.2% | +2.5% | +4.7% | -0.4% | -1.8% | +3.0% |
| 2024 | +4.7% | +3.2% | +1.6% | -2.7% | -0.3% | +5.9% | -0.4% | +1.6% | -0.1% | +1.8% | +6.3% | -0.5% | +22.9% |
| 2023 | +1.6% | +0.9% | +0.2% | -2.3% | +5.0% | +2.9% | +2.1% | +0.2% | -1.0% | -3.3% | +5.6% | +4.7% | +17.4% |
| 2022 | -6.0% | -0.2% | +6.7% | -4.1% | -4.4% | -3.5% | +7.4% | +0.2% | -5.3% | +5.2% | -2.9% | -5.1% | -12.4% |
| 2021 | +1.5% | -0.2% | +4.8% | +1.9% | -0.3% | +5.7% | +2.9% | +3.8% | -2.3% | +5.8% | -0.1% | +4.5% | +31.4% |
| 2020 | +1.1% | -7.7% | -7.7% | +11.8% | +3.6% | -0.2% | +1.5% | +3.5% | -1.7% | -2.2% | +7.5% | +5.7% | +14.1% |
| 2019 | +8.2% | +4.8% | +1.5% | +2.8% | -5.3% | +3.9% | +4.1% | -2.5% | +1.2% | +1.2% | +5.9% | +0.5% | +28.6% |
| 2018 | +1.3% | -0.2% | -2.8% | +4.0% | +3.9% | +0.5% | +2.2% | +4.4% | +0.9% | -6.8% | +3.3% | -8.5% | +1.2% |
| 2017 | - | -0.1% | -0.2% | -1.6% | -1.6% | -0.3% | -1.9% | +0.2% | +1.8% | +3.6% | -0.5% | +1.5% | +0.8% |
Active long max shapire returned +12.49% a year over the 10 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
€229.35
31 payments
Dividend Yield
0.14%
(annualized)
Avg Per Payment
€7.40
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 | €21.16 |
| 2025 | €34.38 |
| 2024 | €22.81 |
| 2023 | €27.46 |
| 2022 | €14.47 |
| 2021 | €36.05 |
| 2020 | €56.92 |
| 2019 | €7.89 |
| 2018 | €5.78 |
| 2017 | €2.42 |
| Total | €229.35 |