Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 20.0% | 0.35% |
IBCL.XETRA iShares Euro Government Bond 15-30yr UCITS ETF (Dist) • IE00B1FZS913 | ETF | 20.0% | 0.15% |
SGLD.AS Invesco Physical Gold ETC • IE00B579F325 | ETC | 20.0% | 0.12% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 20.0% | 0.1% |
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 20.0% | 0.2% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | +3.0% | -5.3% | +2.8% | +2.4% | -0.7% | -1.8% | +2.1% | +0.3% | - | - | - | +6.5% |
| 2025 | +3.4% | -0.8% | -2.9% | -0.4% | +2.1% | -0.6% | +2.3% | +0.4% | +3.4% | +3.1% | +1.3% | +0.1% | +11.7% |
| 2024 | +0.1% | +5.3% | +4.0% | -0.6% | +0.4% | +1.3% | +2.8% | -0.2% | +2.1% | +1.8% | +4.2% | -2.1% | +20.6% |
| 2023 | +3.4% | -0.8% | -0.0% | -0.4% | +0.5% | +1.9% | +0.9% | -0.5% | -2.3% | -2.0% | +3.9% | +4.5% | +9.2% |
| 2022 | -3.0% | -0.9% | +0.4% | -2.6% | -2.3% | -3.6% | +5.8% | -2.7% | -3.9% | +1.8% | +1.3% | -4.0% | -13.3% |
| 2021 | +0.5% | -0.6% | +2.7% | +0.5% | +0.8% | +1.1% | +1.7% | +1.1% | -1.0% | +1.9% | +0.2% | +1.0% | +10.3% |
| 2020 | +1.8% | -3.1% | -6.3% | +5.4% | +1.2% | +1.4% | +1.5% | +1.1% | +0.0% | +0.1% | +2.2% | +2.1% | +7.2% |
| 2019 | +4.5% | +1.6% | +1.4% | +1.3% | -1.5% | +3.8% | +3.0% | +1.9% | +0.4% | -0.4% | +1.0% | +0.7% | +19.3% |
| 2018 | - | - | - | +1.0% | +2.1% | -0.7% | -0.1% | +0.6% | -0.3% | -1.9% | +0.4% | -2.5% | -1.4% |
GB classic GreedyTrader returned +7.90% a year over the 8 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
€433.62
17 payments
Dividend Yield
0.39%
(annualized)
Avg Per Payment
€25.51
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 | €64.25 |
| 2025 | €105.17 |
| 2024 | €81.87 |
| 2023 | €68.31 |
| 2022 | €23.87 |
| 2021 | €12.47 |
| 2020 | €19.33 |
| 2019 | €28.55 |
| 2018 | €29.80 |
| Total | €433.62 |