Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 40.0% | 0.2% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 25.0% | 0.25% |
CD91.XETRA Amundi NYSE Arca Gold Bugs UCITS ETF Dist • LU2611731824 | ETF | 20.0% | 0.65% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 15.0% | 0.1% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.5% | +8.3% | -5.3% | +1.1% | +1.6% | -4.1% | +1.3% | +9.6% | +0.8% | - | - | - | +19.3% |
| 2025 | +6.0% | -1.6% | -1.7% | -4.8% | +3.7% | +1.0% | +4.7% | +3.9% | +5.4% | +1.5% | +4.7% | +1.3% | +26.3% |
| 2024 | +0.9% | +1.1% | +7.0% | +0.8% | +0.4% | +2.6% | +2.2% | -1.0% | +0.2% | +1.9% | +5.2% | -3.6% | +18.6% |
| 2023 | +4.3% | -2.5% | +1.5% | +0.8% | -1.2% | +1.6% | +3.1% | -0.2% | -0.2% | -2.2% | +3.1% | +2.1% | +10.2% |
| 2022 | -0.6% | +2.7% | +7.3% | -1.5% | -1.4% | -8.6% | +6.3% | -1.0% | -3.6% | +6.4% | +1.4% | -4.8% | +1.4% |
| 2021 | +0.3% | +1.1% | +5.8% | +1.1% | +3.1% | +0.2% | +0.5% | +0.1% | -0.2% | +5.7% | +0.2% | +2.5% | +22.1% |
| 2020 | -1.6% | -9.3% | -12.4% | +16.3% | +0.5% | +1.7% | +2.0% | +3.0% | -3.5% | -3.3% | +4.7% | +2.0% | -2.6% |
| 2019 | +6.8% | +2.5% | +2.4% | +0.6% | -4.3% | +6.1% | +3.3% | -0.0% | +0.5% | -0.1% | +2.6% | +3.3% | +25.8% |
| 2018 | -0.4% | -3.9% | -2.0% | +5.5% | +3.6% | +0.1% | +0.4% | -1.9% | +1.2% | -4.0% | -0.7% | -5.2% | -7.5% |
| 2017 | -1.0% | +1.7% | -0.3% | -2.1% | -2.5% | -1.9% | +0.2% | -0.2% | +2.3% | +1.3% | -0.9% | +2.3% | -1.3% |
| 2016 | - | - | -1.5% | +7.1% | -0.3% | +5.2% | +3.5% | -4.7% | +1.6% | -1.5% | +1.5% | +4.0% | +15.4% |
Berengere AV world returned +11.60% 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
€149.02
8 payments
Dividend Yield
0.09%
(annualized)
Avg Per Payment
€18.63
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 | €10.55 |
| 2024 | €10.42 |
| 2023 | €64.27 |
| 2022 | €27.96 |
| 2021 | €12.60 |
| 2020 | €4.09 |
| 2019 | €7.77 |
| 2017 | €11.37 |
| Total | €149.02 |