Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VXX.US iPath® Series B S&P 500® VIX Short-Term Futures ETN • US06748M1962 | ETF | 96.0% | 0.89% |
VBMFX.US VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES • US9219371088 | FUND | 1.0% | 0.14% |
USO.US United States Oil Fund LP • US91232N2071 | ETF | 1.0% | 0.6% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 1.0% | 0.12% |
HGER.US Harbor All-Weather Inflation Focus ETF • US41151J5056 | ETF | 1.0% | 0.6% |
| Total | 100.0% | 0.87% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +6.5% | +25.5% | -21.1% | -13.5% | -6.6% | -4.2% | -15.1% | +0.7% | - | - | - | -28.7% |
| 2025 | -3.3% | +3.7% | +7.9% | +18.9% | -16.4% | -13.7% | -9.4% | -14.7% | -8.5% | +3.9% | -5.5% | -17.9% | -47.0% |
| 2024 | -0.2% | -10.0% | -3.8% | +6.0% | -16.1% | -3.8% | +4.6% | -5.5% | +10.1% | +18.8% | -23.3% | +9.0% | -20.0% |
| 2023 | -20.1% | +4.5% | -4.9% | -16.4% | -6.0% | -27.8% | -9.7% | -3.3% | +10.9% | +0.5% | -27.4% | -11.0% | -71.7% |
| 2022 | - | +18.8% | +8.4% | +12.9% | -19.2% | +4.6% | -6.7% | -6.2% | +12.2% | -16.8% | -19.1% | -7.6% | -24.9% |
Levered Global Bond Market returned -45.08% 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
€8.35
59 payments
Dividend Yield
0.05%
(annualized)
Avg Per Payment
€0.14
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 | €0.27 |
| 2025 | €1.31 |
| 2024 | €1.15 |
| 2023 | €2.87 |
| 2022 | €2.79 |
| Total | €8.35 |