Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUN5.XETRA iShares Core EUR Corporate Bond UCITS ETF (Dist) • IE00B3F81R35 | ETF | 40.0% | 0.09% |
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 17.0% | 0.2% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 14.0% | 0.12% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 8.0% | 0.38% |
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 6.0% | 0.07% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 6.0% | 0.3% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 6.0% | 0.1% |
GRE.PA Amundi MSCI Greece UCITS ETF Dist • FR0010405431 | ETF | 3.0% | 0.45% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.2% | +1.8% | -5.1% | +4.5% | +3.8% | -1.0% | -0.9% | +3.6% | -0.2% | - | - | - | +10.8% |
| 2025 | +3.8% | -0.6% | -3.1% | -1.6% | +3.9% | +0.2% | +3.6% | +0.1% | +3.7% | +3.6% | +1.0% | +0.5% | +15.8% |
| 2024 | +2.0% | +1.7% | +3.4% | -0.4% | +0.9% | +3.1% | +1.0% | -0.3% | +2.1% | +1.5% | +4.0% | +0.0% | +20.7% |
| 2023 | +4.1% | -0.1% | +1.3% | +0.1% | +2.8% | +1.3% | +2.0% | -0.4% | -1.5% | -0.5% | +3.8% | +3.0% | +17.0% |
| 2022 | -2.7% | -1.1% | +2.4% | -1.6% | -2.7% | -4.2% | +6.4% | -2.4% | -3.9% | +1.6% | +1.5% | -3.1% | -9.9% |
| 2021 | +0.1% | -0.0% | +3.3% | +1.1% | +0.4% | +2.0% | +1.6% | +1.5% | -1.5% | +2.4% | +1.1% | +2.4% | +15.2% |
| 2020 | +1.2% | -4.4% | -6.8% | +6.3% | +0.9% | +2.1% | +1.1% | +2.7% | -1.1% | -1.1% | +3.6% | +1.7% | +5.7% |
| 2019 | +4.1% | +2.0% | +1.8% | +1.8% | -2.0% | +3.2% | +2.6% | +0.3% | +0.8% | +0.2% | +1.6% | +1.1% | +18.7% |
| 2018 | +0.8% | -0.9% | -1.9% | +1.9% | +1.1% | -0.3% | +0.9% | +0.6% | -0.0% | -1.8% | -0.2% | -2.8% | -2.6% |
| 2017 | -0.4% | +3.3% | -0.0% | +0.1% | -0.3% | -1.0% | -0.1% | +0.5% | +0.2% | +1.8% | -0.4% | +0.8% | +4.5% |
| 2016 | - | - | - | - | - | - | - | - | - | - | -0.0% | +1.3% | +1.2% |
complete returned +9.53% 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
€1,399.63
68 payments
Dividend Yield
0.99%
(annualized)
Avg Per Payment
€20.58
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 | €188.88 |
| 2025 | €245.20 |
| 2024 | €234.79 |
| 2023 | €182.29 |
| 2022 | €97.02 |
| 2021 | €86.82 |
| 2020 | €76.06 |
| 2019 | €96.57 |
| 2018 | €85.66 |
| 2017 | €106.39 |
| Total | €1,399.63 |