Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 55.0% | 0.2% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
EUNI.XETRA iShares MSCI Emerging Market Small Cap UCITS • IE00B3F81G20 | ETF | 5.0% | 0.74% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.6% | -6.1% | +8.3% | +5.1% | +1.8% | -1.7% | +2.2% | +0.6% | - | - | - | +15.3% |
| 2025 | +4.4% | -1.3% | -6.3% | -3.2% | +5.9% | +0.8% | +3.7% | +0.3% | +2.5% | +3.9% | -0.1% | +0.8% | +11.3% |
| 2024 | +1.9% | +3.2% | +3.6% | -1.5% | +1.5% | +3.2% | +0.9% | -0.3% | +1.4% | -0.2% | +5.5% | -1.4% | +19.1% |
| 2023 | +5.6% | +0.3% | -0.4% | +0.2% | +1.1% | +3.5% | +2.8% | -1.4% | -1.5% | -3.9% | +6.0% | +4.4% | +17.3% |
| 2022 | -4.7% | -2.0% | +3.1% | -1.8% | -2.9% | -6.8% | +8.9% | -1.9% | -6.3% | +3.9% | +2.6% | -5.0% | -13.2% |
| 2021 | +0.8% | +3.2% | +5.7% | +1.7% | +0.4% | +3.9% | +0.8% | +2.7% | -1.9% | +4.2% | -0.5% | +4.1% | +27.7% |
| 2020 | -1.1% | -8.3% | -13.2% | +9.4% | +2.4% | +2.8% | -0.0% | +4.7% | -0.8% | -2.3% | +10.5% | +2.9% | +4.4% |
| 2019 | +7.8% | +3.5% | +2.3% | +3.3% | -5.1% | +3.9% | +2.5% | -2.1% | +3.3% | +0.4% | +3.7% | +2.3% | +28.4% |
| 2018 | - | - | - | +2.1% | +2.7% | -0.8% | +2.3% | +0.5% | +0.3% | -5.6% | +0.7% | -7.3% | -5.4% |
Jakob’s portfolio returned +11.70% 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
€104.53
15 payments
Dividend Yield
0.08%
(annualized)
Avg Per Payment
€6.97
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €18.73 |
| 2024 | €15.25 |
| 2023 | €17.61 |
| 2022 | €16.79 |
| 2021 | €9.69 |
| 2020 | €11.31 |
| 2019 | €10.68 |
| 2018 | €4.46 |
| Total | €104.53 |