Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 40.0% | 0.2% |
JNUG.US Direxion Daily Junior Gold Miners Index Bull 2X Shares • US25460G8318 | ETF | 10.0% | 0.95% |
DRV.US Direxion Daily Real Estate Bear 3X Shares • US25460G4192 | ETF | 10.0% | 1.07% |
DRN.US Direxion Daily Real Estate Bull 3X Shares • US25459W7552 | ETF | 10.0% | 1.07% |
EDC.US Direxion Daily MSCI Emerging Markets Bull 3X Shares • US25490K2814 | ETF | 10.0% | 1.07% |
INDL.US Direxion Daily MSCI India Bull 2x Shares • US25490K3317 | ETF | 10.0% | 1.07% |
MIDU.US Direxion Daily Mid Cap Bull 3X Shares • US25459W7305 | ETF | 10.0% | 1.03% |
| Total | 100.0% | 0.71% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +9.8% | -11.8% | +9.1% | +5.0% | -1.3% | -4.5% | +8.4% | +0.9% | - | - | - | +17.8% |
| 2025 | +5.0% | -3.2% | -2.6% | -4.5% | +5.9% | +1.8% | +1.5% | +5.6% | +7.9% | +2.4% | +3.2% | +0.6% | +25.2% |
| 2024 | -1.1% | +3.0% | +8.2% | -1.0% | +3.6% | +1.6% | +4.2% | -1.6% | +2.7% | +0.5% | +4.8% | -4.5% | +21.8% |
| 2023 | +8.4% | -4.2% | +1.0% | -0.8% | -0.5% | +4.3% | +4.6% | -3.9% | -3.6% | -4.0% | +10.2% | +5.7% | +17.1% |
| 2022 | -5.5% | -0.4% | +4.0% | -4.3% | -5.7% | -10.8% | +11.0% | -3.6% | -7.0% | +2.8% | +7.2% | -7.7% | -20.2% |
| 2021 | -0.3% | +3.0% | +5.5% | +1.6% | +3.7% | +0.3% | -1.5% | +2.9% | -3.9% | +6.8% | -1.7% | +4.5% | +22.4% |
| 2020 | -3.0% | -13.3% | -36.7% | +28.0% | +4.0% | +3.5% | +7.6% | +4.6% | -3.0% | -1.3% | +9.4% | +7.8% | -6.7% |
| 2019 | +14.6% | +1.6% | +7.6% | +0.8% | -6.0% | +9.1% | +2.5% | -1.3% | +0.8% | +3.9% | +1.9% | +6.7% | +49.3% |
| 2018 | +1.4% | -7.6% | -1.7% | +2.8% | +2.3% | -1.2% | +3.0% | -3.4% | -3.5% | -7.3% | +4.3% | -3.9% | -14.7% |
| 2017 | +8.5% | +5.0% | +5.9% | -2.9% | -2.1% | +0.1% | +1.7% | +1.2% | -0.7% | +4.6% | -1.4% | +4.9% | +27.0% |
| 2016 | -8.7% | +9.1% | +7.9% | +14.1% | -2.9% | +10.3% | +12.3% | -4.5% | +0.1% | -3.4% | -0.9% | +0.2% | +35.4% |
| 2015 | +20.5% | +5.1% | -2.4% | -1.4% | +2.4% | -5.4% | -5.8% | -11.8% | -3.8% | +9.4% | -0.3% | -5.8% | -2.9% |
| 2014 | -1.1% | +8.4% | +0.6% | -0.7% | +4.8% | +12.6% | -1.5% | +6.4% | -6.5% | -2.8% | -0.5% | +236.9% | +303.5% |
| 2013 | - | - | - | - | - | - | - | - | - | +2.8% | -4.2% | -0.6% | -2.1% |
Gold hedged returned +24.00% 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
€47,353.35
152 payments
Dividend Yield
5.01%
(annualized)
Avg Per Payment
€311.54
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 | €839.32 |
| 2025 | €1,489.00 |
| 2024 | €1,672.90 |
| 2023 | €1,316.62 |
| 2022 | €182.42 |
| 2021 | €775.67 |
| 2020 | €326.30 |
| 2019 | €4,946.18 |
| 2018 | €1,205.91 |
| 2017 | €3,547.96 |
| 2016 | €103.21 |
| 2014 | €30,938.09 |
| 2013 | €9.79 |
| Total | €47,353.35 |