Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3M.XETRA iShares EUR Ultrashort Bond UCITS ETF EUR (Dist) • IE00BCRY6557 | ETF | 25.0% | 0.09% |
LYS4.XETRA Amundi Euro Highest Rated Macro-Weighted Government Bond 1-3Y UCITS ETF Acc • LU1829219556 | ETF | 25.0% | 0.17% |
EXVM.XETRA iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) • DE000A0Q4RZ9 | ETF | 25.0% | 0.13% |
2B7S.XETRA iShares USD Treasury Bond 1-3yr UCITS ETF EUR Hedged (Acc) • IE00BDFK1573 | ETF | 25.0% | 0.1% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +0.3% | -0.4% | +0.2% | +0.1% | +0.1% | +0.1% | +0.1% | -0.1% | - | - | - | +0.5% |
| 2025 | +0.2% | +0.3% | +0.2% | +0.6% | -0.0% | +0.2% | +0.1% | +0.3% | +0.1% | +0.2% | +0.1% | +0.1% | +2.4% |
| 2024 | +0.2% | -0.2% | +0.3% | -0.1% | +0.3% | +0.4% | +0.6% | +0.5% | +0.5% | -0.1% | +0.4% | +0.1% | +3.1% |
| 2023 | +0.2% | -0.4% | +0.7% | +0.2% | -0.0% | -0.2% | +0.3% | +0.3% | +0.0% | +0.3% | +0.6% | +0.6% | +2.7% |
| 2022 | -0.3% | -0.1% | -0.6% | -0.4% | +0.0% | -0.4% | +0.3% | -0.7% | -0.8% | -0.2% | +0.1% | -0.1% | -3.0% |
| 2021 | - | - | - | -0.1% | -0.0% | -0.1% | +0.0% | -0.1% | -0.1% | -0.2% | +0.0% | -0.2% | -0.7% |
GK Bond returned +0.87% a year over the 5 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
€369.70
29 payments
Dividend Yield
0.68%
(annualized)
Avg Per Payment
€12.75
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 | €43.84 |
| 2025 | €103.80 |
| 2024 | €118.77 |
| 2023 | €74.74 |
| 2022 | €15.04 |
| 2021 | €13.49 |
| Total | €369.70 |