sostituito LU1708330318 GAGH con IE00BDBRDM35 per fare test sostituito IE000DNSAS54 XEMC con IE00BN4Q1675 sostituito Xtrackers MSCI World Momentum con IE00BL25JP72 sostituito XZSP con IE000KXCEXR3
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
S500.PA Amundi S&P 500 Screened UCITS ETF Acc • IE000KXCEXR3 | ETF | 22.0% | 0.12% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 20.0% | 0.1% |
VIDY.TO Vanguard FTSE Developed ex North America High Dividend Yield Index ETF • CA92202A1003 | ETF | 15.0% | 0.22% |
MTI.PA Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc • LU1650491282 | ETF | 8.0% | 0.09% |
XDEM.XETRA Xtrackers MSCI World Momentum UCITS ETF 1C • IE00BL25JP72 | ETF | 7.0% | 0.25% |
XDEQ.XETRA Xtrackers MSCI World Quality UCITS ETF 1C • IE00BL25JL35 | ETF | 7.0% | 0.25% |
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 7.0% | 0.25% |
RM8U.XETRA The Royal Mint Physical Gold ETC Securities • XS2115336336 | ETC | 5.0% | 0.22% |
ETL2.XETRA L&G Longer Dated All Commodities UCITS ETF • IE00B4WPHX27 | ETF | 5.0% | 0.3% |
AYEM.XETRA iShares MSCI EM IMI Screened UCITS ETF USD (Acc) • IE00BFNM3P36 | ETF | 4.0% | 0.18% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +2.5% | -3.9% | +5.4% | +3.9% | +1.2% | -1.1% | +2.0% | +0.8% | - | - | - | +13.9% |
| 2025 | +3.2% | -0.0% | -3.7% | -2.3% | +3.0% | +0.2% | +2.8% | +0.5% | +2.4% | +3.1% | +1.1% | +0.7% | +11.3% |
| 2024 | +2.2% | +2.2% | +3.5% | -0.9% | +1.4% | +2.6% | +0.5% | -0.1% | +1.3% | +0.4% | +4.4% | -1.3% | +17.4% |
| 2023 | +3.5% | -0.5% | +0.3% | +0.3% | +0.9% | +1.8% | +2.3% | -0.4% | -1.3% | -1.6% | +3.8% | +2.6% | +12.0% |
| 2022 | -1.7% | -0.8% | +3.1% | -1.3% | -1.6% | -5.5% | +6.5% | -1.8% | -5.4% | +3.4% | +1.8% | -3.9% | -7.8% |
| 2021 | +0.9% | +1.6% | +4.4% | +1.3% | +0.5% | +2.3% | +1.7% | +1.7% | -1.0% | +3.7% | +0.3% | +2.9% | +22.2% |
| 2020 | - | +0.0% | -8.9% | +5.9% | +1.3% | +1.5% | +0.0% | +3.4% | -0.9% | -1.5% | +5.7% | +1.3% | +7.3% |
all-season-L-F-ethical returned +11.34% a year over the 7 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
€500.00
26 payments
Dividend Yield
0.56%
(annualized)
Avg Per Payment
€19.23
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 | €52.23 |
| 2025 | €102.98 |
| 2024 | €82.67 |
| 2023 | €79.07 |
| 2022 | €85.42 |
| 2021 | €59.73 |
| 2020 | €37.90 |
| Total | €500.00 |