Utilizzando ETF di dividendi con distribuzioni trimestrali non sovrapposte, è possibile ottenere distribuzioni mensili
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ZPRG.XETRA State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD • IE00B9CQXS71 | ETF | 40.0% | 0.45% |
ISPA.XETRA iShares STOXX Global Select Dividend 100 UCITS ETF (DE) • DE000A0F5UH1 | ETF | 30.0% | 0.46% |
EHDL.XETRA Invesco FTSE EM High Dividend Low Volatility UCITS ETF • IE00BYYXBF44 | ETF | 30.0% | 0.49% |
| Total | 100.0% | 0.47% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.8% | +4.1% | -2.4% | +1.3% | - | - | - | - | - | - | - | - | +7.8% |
| 2025 | +2.5% | +0.5% | -1.4% | -4.3% | +3.6% | -0.3% | +3.6% | +1.5% | +0.5% | +2.4% | +2.3% | +0.4% | +11.8% |
| 2024 | +0.1% | -0.3% | +2.2% | +0.7% | +2.0% | +0.7% | +2.8% | +0.4% | +3.1% | -0.3% | +3.4% | -2.8% | +12.4% |
| 2023 | +3.5% | -1.1% | -4.2% | -0.3% | -2.9% | +1.9% | +4.7% | -2.5% | +1.1% | -4.1% | +4.6% | +6.0% | +6.1% |
| 2022 | +1.2% | -1.4% | +1.5% | +1.1% | -0.6% | -6.0% | +4.6% | -0.5% | -5.9% | +2.2% | +4.6% | -3.6% | -3.5% |
| 2021 | +0.7% | +5.0% | +7.5% | -0.6% | +1.6% | +0.6% | -0.5% | +2.5% | +0.2% | +0.1% | -0.6% | +5.4% | +23.8% |
| 2020 | -2.2% | -9.2% | -20.4% | +7.0% | -1.2% | +1.8% | -4.6% | +2.9% | -1.2% | -0.8% | +13.1% | +3.0% | -14.7% |
| 2019 | +7.6% | +1.3% | +1.4% | +2.1% | -3.5% | +3.1% | +1.1% | -2.5% | +4.7% | +0.3% | +1.9% | +3.3% | +22.5% |
| 2018 | +0.4% | -2.1% | -2.0% | +2.9% | +0.5% | -1.1% | +3.3% | -2.4% | +1.1% | -3.3% | +2.5% | -4.7% | -5.1% |
| 2017 | +0.4% | +4.5% | +0.1% | -1.3% | -0.3% | -1.8% | -0.6% | -0.1% | +1.8% | +2.4% | -1.5% | +1.8% | +5.4% |
| 2016 | - | - | - | - | - | +1.5% | +5.0% | -1.3% | +0.9% | +0.6% | +1.2% | +3.7% | +12.0% |
Total Dividends Received
€6,447.87
122 payments
Dividend Yield
4.88%
(annualized)
Avg Per Payment
€52.85
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 | €143.83 |
| 2025 | €838.78 |
| 2024 | €842.71 |
| 2023 | €939.48 |
| 2022 | €874.82 |
| 2021 | €625.57 |
| 2020 | €426.61 |
| 2019 | €543.96 |
| 2018 | €461.34 |
| 2017 | €525.64 |
| 2016 | €225.10 |
| Total | €6,447.87 |