Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYD.XETRA State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) • IE00B6YX5D40 | ETF | 50.0% | 0.35% |
SPYW.XETRA State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EUR • IE00B5M1WJ87 | ETF | 20.0% | 0.3% |
SPYV.XETRA State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF USD • IE00B6YX5B26 | ETF | 10.0% | 0.55% |
ZPRA.XETRA State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD • IE00B9KNR336 | ETF | 10.0% | 0.55% |
SPYG.XETRA State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP • IE00B6S2Z822 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.38% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +5.5% | -4.7% | +2.4% | +0.4% | +3.0% | +3.2% | +0.3% | +0.2% | - | - | - | +14.0% |
| 2025 | +3.3% | +1.7% | -3.2% | -3.7% | +3.6% | -1.1% | +3.0% | +0.2% | -0.6% | +1.1% | +1.4% | -0.4% | +5.2% |
| 2024 | +1.2% | +1.1% | +3.9% | -0.7% | +1.3% | +0.3% | +3.6% | +0.7% | +1.5% | -0.6% | +4.4% | -3.9% | +13.3% |
| 2023 | +2.7% | +0.6% | -2.5% | +1.1% | -2.5% | +2.1% | +3.5% | -2.4% | -2.3% | -3.7% | +4.6% | +4.0% | +5.0% |
| 2022 | -2.2% | -1.1% | +2.8% | +1.9% | -1.7% | -4.6% | +7.0% | -1.6% | -7.1% | +5.0% | +3.7% | -3.5% | -2.4% |
| 2021 | +0.9% | +3.7% | +8.1% | +0.5% | +0.8% | +1.1% | +0.8% | +1.8% | -2.8% | +2.8% | +0.1% | +5.3% | +25.2% |
| 2020 | -2.4% | -8.9% | -15.6% | +8.7% | +0.4% | +0.7% | -2.6% | +3.0% | -1.4% | -1.8% | +10.6% | +0.8% | -10.7% |
| 2019 | +7.2% | +3.5% | +1.7% | +2.2% | -4.1% | +3.2% | +1.8% | -2.0% | +4.7% | +0.5% | +3.0% | +1.9% | +25.8% |
| 2018 | -0.8% | -2.4% | -1.4% | +3.0% | +3.0% | -0.0% | +2.6% | -0.1% | -0.2% | -2.7% | +2.8% | -7.1% | -3.9% |
| 2017 | -1.3% | +4.8% | +1.1% | -0.3% | -1.1% | -1.4% | -1.5% | -1.0% | +1.8% | +2.8% | +0.3% | +1.5% | +5.5% |
| 2016 | -3.8% | +2.7% | +2.6% | +0.1% | +3.0% | +0.9% | +3.9% | -0.2% | -1.1% | -0.8% | +4.0% | +2.9% | +14.8% |
| 2015 | +6.2% | +4.7% | +2.5% | -1.6% | +0.9% | -4.1% | +1.8% | -7.5% | -2.4% | +9.0% | +3.2% | -3.9% | +7.8% |
| 2014 | -2.3% | +2.7% | +0.6% | +1.3% | +3.3% | +0.9% | -0.9% | +3.7% | -0.2% | +2.8% | +3.1% | +1.7% | +17.8% |
| 2013 | - | - | - | - | -3.1% | -3.5% | +3.3% | -2.5% | +1.7% | +4.7% | +0.2% | -0.1% | +0.4% |
Global Aristocrats Dividend returned +8.36% a year over the 13 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
€6,412.52
157 payments
Dividend Yield
2.75%
(annualized)
Avg Per Payment
€40.84
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 | €406.64 |
| 2025 | €762.70 |
| 2024 | €654.20 |
| 2023 | €625.28 |
| 2022 | €602.28 |
| 2021 | €533.76 |
| 2020 | €457.21 |
| 2019 | €481.62 |
| 2018 | €408.92 |
| 2017 | €367.73 |
| 2016 | €288.78 |
| 2015 | €354.78 |
| 2014 | €298.49 |
| 2013 | €170.13 |
| Total | €6,412.52 |