Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
D500.XETRA Invesco S&P 500 UCITS ETF Dist • IE00BYML9W36 | ETF | 55.0% | 0.05% |
FEUD.LSE First Trust Eurozone AlphaDEX UCITS ETF B Dist • IE00BF2FL590 | ETF | 5.0% | 0.65% |
WTES.XETRA WisdomTree Europe SmallCap Dividend UCITS ETF • IE00BQZJC527 | ETF | 5.0% | 0.38% |
EHDV.XETRA Invesco EURO STOXX High Dividend Low Volatility UCITS ETF • IE00BZ4BMM98 | ETF | 5.0% | 0.3% |
EXSH.F iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) • DE0002635299 | ETF | 5.0% | 0.32% |
IDVY.AS iShares Euro Dividend UCITS ETF • IE00B0M62S72 | ETF | 5.0% | 0.4% |
FLXD.XETRA Franklin European Quality Dividend UCITS ETF (Dist) • IE00BF2B0L69 | ETF | 5.0% | 0.25% |
WTEE.XETRA WisdomTree Europe Equity Income UCITS ETF • IE00BQZJBX31 | ETF | 5.0% | 0.29% |
LDCE.XETRA PIMCO Advantage Euro Low Duration Corporate Bond UCITS ETF Dist • IE00BP9F2J32 | ETF | 5.0% | 0.25% |
IQQY.XETRA iShares Core MSCI Europe UCITS ETF EUR (Dist) • IE00B1YZSC51 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +1.8% | -4.1% | +7.2% | +4.7% | +0.3% | +0.9% | +1.7% | +0.4% | - | - | - | +14.5% |
| 2025 | +4.7% | -0.1% | -4.5% | -2.2% | +6.1% | +0.6% | +4.2% | +0.0% | +1.8% | +2.9% | +0.5% | +1.2% | +15.8% |
| 2024 | +2.5% | +2.3% | +3.9% | -1.1% | +2.2% | +2.6% | +1.2% | -0.3% | +1.2% | +0.5% | +5.1% | -0.6% | +21.3% |
| 2023 | +4.6% | +1.3% | -1.4% | +0.9% | +1.1% | +3.1% | +2.5% | -0.6% | -1.6% | -3.3% | +5.9% | +3.9% | +17.2% |
| 2022 | -3.4% | -3.0% | +3.8% | -1.8% | -2.0% | -7.1% | +8.0% | -2.2% | -6.0% | +5.4% | +1.3% | -4.1% | -11.5% |
| 2021 | +0.3% | +3.4% | +7.1% | +1.6% | +0.5% | +3.3% | +2.2% | +2.9% | -2.2% | +4.4% | +0.5% | +4.7% | +32.5% |
| 2020 | - | - | - | - | - | - | - | +1.3% | -1.7% | -3.2% | +10.7% | +2.0% | +8.9% |
Balanced Dividend Growth MaxSharpe returned +15.65% a year over the 6 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
€2,669.55
233 payments
Dividend Yield
2.81%
(annualized)
Avg Per Payment
€11.46
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 | €334.75 |
| 2025 | €564.92 |
| 2024 | €472.24 |
| 2023 | €387.69 |
| 2022 | €405.32 |
| 2021 | €370.76 |
| 2020 | €133.90 |
| Total | €2,669.55 |