Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 30.0% | 0.2% |
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325 | ETC | 20.0% | 0.12% |
SPP7.XETRA State Street SPDR Bloomberg 7-10 Year U.S. Treasury Bond UCITS ETF USD Unhedged (Dist) • IE00BYSZ5T81 | ETF | 17.0% | 0.05% |
XDWH.LSE Xtrackers MSCI World Health Care UCITS ETF 1C • IE00BM67HK77 | ETF | 7.5% | 0.25% |
XDWS.LSE Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09 | ETF | 7.5% | 0.25% |
XDWT.LSE Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 7.5% | 0.25% |
XDW0.LSE Xtrackers MSCI World Energy UCITS ETF 1C • IE00BM67HM91 | ETF | 7.4% | 0.25% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 3.0% | 0.1% |
EPRA.PA Amundi FTSE EPRA NAREIT Global UCITS ETF Acc • LU1437018838 | ETF | 0.1% | 0.24% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.4% | +1.8% | -7.0% | +6.1% | +3.8% | -3.6% | -0.2% | +5.9% | -0.4% | - | - | - | +11.6% |
| 2025 | +3.8% | -1.1% | -0.7% | +1.5% | +3.9% | +3.5% | +1.9% | +1.6% | +4.8% | +3.4% | +1.3% | +1.2% | +27.9% |
| 2024 | +1.1% | +2.3% | +3.9% | -2.0% | +3.0% | +3.0% | +1.5% | +2.3% | +1.8% | -0.5% | +2.1% | -2.4% | +17.1% |
| 2023 | +4.9% | -2.5% | +4.5% | +1.7% | -0.8% | +3.1% | +2.5% | -1.4% | -4.0% | -1.1% | +6.7% | +4.0% | +18.4% |
| 2022 | -4.7% | +0.1% | +2.7% | -5.3% | -1.4% | -6.1% | +4.7% | -3.3% | -6.3% | +3.9% | +4.8% | -1.2% | -12.3% |
| 2021 | -0.5% | -0.9% | +1.5% | +3.6% | +2.3% | +0.6% | +2.2% | +1.5% | -3.1% | +3.5% | -0.5% | +3.5% | +14.3% |
| 2020 | +0.7% | -5.7% | -4.7% | +7.2% | +2.4% | +2.6% | +5.5% | +3.4% | -2.6% | -3.0% | +6.5% | +3.5% | +15.9% |
| 2019 | +5.3% | +2.0% | +1.3% | +1.4% | -2.8% | +5.8% | +1.0% | +0.5% | +0.2% | +1.8% | +1.3% | +2.8% | +22.3% |
| 2018 | +3.7% | -2.9% | -1.6% | +0.6% | +0.8% | -0.6% | +1.5% | +1.1% | +0.3% | -4.3% | +0.3% | -3.8% | -5.2% |
| 2017 | +1.3% | +2.7% | +0.8% | +1.1% | +1.7% | -0.2% | +1.8% | +0.9% | +0.6% | +0.9% | +1.5% | +1.5% | +15.7% |
| 2016 | - | - | - | - | - | - | - | - | - | - | - | +1.7% | +1.7% |
Plan Compare 2 returned +12.40% 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
$477.40
21 payments
Dividend Yield
0.29%
(annualized)
Avg Per Payment
$22.73
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 | $79.37 |
| 2025 | $73.72 |
| 2024 | $62.53 |
| 2023 | $70.18 |
| 2022 | $28.00 |
| 2021 | $20.40 |
| 2020 | $31.81 |
| 2019 | $43.70 |
| 2018 | $35.41 |
| 2017 | $32.27 |
| Total | $477.40 |