Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 18.0% | 0.15% |
IE00B42N9S52 Polar Capital Global Technology Fund I Income • IE00B42N9S52 | FUND | 15.3% | 1.03% |
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 15.0% | 0.85% |
PHAU.AS WisdomTree Physical Gold EUR • JE00B1VS3770 | ETF | 14.2% | 0.39% |
PSQ.US ProShares Short QQQ • US74349Y8378 | ETF | 12.5% | 0.95% |
EFRN.XETRA iShares EUR Floating Rate Bond Advanced UCITS ETF EUR (Dist) • IE00BF5GB717 | ETF | 9.0% | 0.1% |
PDBC.US Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF • US46090F1003 | ETF | 8.0% | 0.59% |
VGT.US Vanguard Information Technology Index Fund ETF Shares • US92204A7028 | ETF | 8.0% | 0.1% |
| Total | 100.0% | 0.55% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.7% | +2.8% | -1.1% | +7.0% | +7.1% | -1.1% | -4.0% | +3.7% | +0.3% | - | - | - | +19.4% |
| 2025 | +1.7% | -1.9% | -4.9% | -3.4% | +3.3% | +0.9% | +5.0% | -0.3% | +5.6% | +6.6% | -1.1% | -0.1% | +11.0% |
| 2024 | +3.6% | +2.6% | +4.1% | +0.6% | +0.6% | +5.3% | -2.9% | -1.4% | +1.0% | +2.7% | +4.0% | +2.0% | +24.4% |
| 2023 | +2.1% | +1.6% | +1.3% | -2.0% | +7.0% | +1.0% | +1.5% | +0.4% | +0.1% | +0.0% | +2.2% | +1.3% | +17.5% |
| 2022 | +0.3% | +1.1% | +3.8% | +4.5% | -2.7% | +0.1% | +2.4% | +0.9% | +0.7% | +0.1% | -5.2% | -1.2% | +4.4% |
| 2021 | +0.7% | +1.3% | +2.4% | +0.6% | -0.1% | +4.0% | +1.3% | +1.0% | -0.1% | +3.5% | +2.0% | +7.0% | +26.0% |
| 2020 | +2.9% | -2.4% | -3.5% | +4.0% | +1.6% | +1.8% | -0.2% | +3.5% | -1.4% | -1.0% | +1.0% | +2.6% | +9.0% |
| 2019 | - | - | - | - | -1.0% | +1.8% | +4.4% | +1.5% | +0.2% | -0.3% | +2.6% | +0.8% | +10.2% |
Big Tech Max Balanced returned +16.52% 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
€3,444.67
82 payments
Dividend Yield
2.67%
(annualized)
Avg Per Payment
€42.01
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 | €111.30 |
| 2025 | €438.54 |
| 2024 | €564.49 |
| 2023 | €576.56 |
| 2022 | €719.60 |
| 2021 | €756.60 |
| 2020 | €60.48 |
| 2019 | €217.18 |
| Total | €3,444.67 |