Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 31.0% | 0.38% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 16.0% | 0.3% |
MMS.PA Lyxor MSCI EMU Small Cap UCITS ETF EUR • FR0010168773 | ETF | 14.0% | 0.4% |
LGWS.XETRA Amundi MSCI EMU Value Factor UCITS ETF Dist • LU1598690169 | ETF | 12.0% | 0.4% |
PANX.PA Amundi PEA US Tech Screened UCITS ETF Acc • FR0013412269 | ETF | 10.0% | 0.3% |
SELD.XETRA Amundi Stoxx Europe Select Dividend 30 UCITS ETF Dist • LU1812092168 | ETF | 5.0% | 0.3% |
RS2K.PA Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672 | ETF | 4.0% | 0.35% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 4.0% | 0.3% |
6TVL.XETRA Amundi STOXX Europe 600 Consumer Discretionary UCITS ETF Dist • LU2082999132 | ETF | 4.0% | 0.3% |
| Total | 100.0% | 0.35% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +1.4% | -6.3% | +10.1% | +6.7% | +1.2% | -0.7% | +2.3% | +0.8% | - | - | - | +17.7% |
| 2025 | +3.9% | -0.2% | -5.5% | -2.5% | +6.5% | +1.2% | +4.6% | +0.2% | +3.0% | +4.3% | +0.3% | +1.4% | +18.2% |
| 2024 | +2.1% | +2.4% | +4.3% | -0.8% | +2.5% | +2.1% | +0.7% | -0.6% | +1.8% | -0.0% | +3.9% | +0.5% | +20.5% |
| 2023 | +7.6% | +1.1% | -1.1% | +0.2% | +1.6% | +3.7% | +3.1% | -1.8% | -1.9% | -4.0% | +6.3% | +3.3% | +19.0% |
| 2022 | -3.5% | -3.5% | +2.1% | -2.4% | -2.1% | -7.7% | +7.6% | -1.9% | -6.5% | +4.4% | +3.0% | -4.8% | -15.4% |
| 2021 | +0.9% | +3.8% | +5.1% | +1.7% | +0.5% | +2.9% | +0.2% | +3.0% | -1.9% | +3.9% | -1.5% | +3.7% | +24.4% |
| 2020 | -1.0% | -7.7% | -15.5% | +8.9% | +2.4% | +4.0% | -0.1% | +5.4% | -1.7% | -2.5% | +12.7% | +3.4% | +5.4% |
| 2019 | - | - | - | - | -0.1% | +3.9% | +2.1% | -2.5% | +3.7% | +1.2% | +3.5% | +2.2% | +14.6% |
Article invesir returned +13.64% 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
€895.68
33 payments
Dividend Yield
0.81%
(annualized)
Avg Per Payment
€27.14
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €202.63 |
| 2024 | €166.14 |
| 2023 | €50.73 |
| 2022 | €164.15 |
| 2021 | €106.70 |
| 2020 | €84.55 |
| 2019 | €120.78 |
| Total | €895.68 |