Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 20.0% | 0.2% |
EDC.US Direxion Daily MSCI Emerging Markets Bull 3X Shares • US25490K2814 | ETF | 10.0% | 1.07% |
JNUG.US Direxion Daily Junior Gold Miners Index Bull 2X Shares • US25460G8318 | ETF | 10.0% | 0.95% |
MIDU.US Direxion Daily Mid Cap Bull 3X Shares • US25459W7305 | ETF | 10.0% | 1.03% |
DRN.US Direxion Daily Real Estate Bull 3X Shares • US25459W7552 | ETF | 10.0% | 1.07% |
INDL.US Direxion Daily MSCI India Bull 2x Shares • US25490K3317 | ETF | 10.0% | 1.07% |
DRV.US Direxion Daily Real Estate Bear 3X Shares • US25460G4192 | ETF | 10.0% | 1.07% |
DUST.US Daily Gold Miners Index Bear 2X ETF • US25461A1896 | ETF | 10.0% | 0.95% |
TZA.US Direxion Daily Small Cap Bear 3X Shares • US25461H3259 | ETF | 10.0% | 1.08% |
| Total | 100.0% | 0.87% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.3% | +5.7% | -3.4% | +3.9% | +2.1% | +1.4% | -3.5% | +2.4% | +0.0% | - | - | - | +7.1% |
| 2025 | +0.5% | -1.5% | -2.5% | -4.2% | +2.2% | -1.1% | +2.0% | +0.4% | +4.3% | +1.9% | +0.1% | +0.6% | +2.4% |
| 2024 | +2.2% | +1.6% | +14.5% | +0.6% | +0.4% | +1.7% | +10.2% | -1.9% | +1.1% | +13.6% | +2.4% | +2.3% | +59.0% |
| 2023 | +2.5% | +1.1% | +10.0% | -1.6% | +1.6% | +10.2% | +1.0% | -0.4% | +14.0% | -1.0% | +3.8% | +8.1% | +59.9% |
| 2022 | -0.2% | -3.3% | +0.5% | +2.9% | -4.3% | -3.8% | +6.8% | -0.5% | -2.8% | -2.1% | +1.5% | -4.9% | -10.4% |
| 2021 | -0.9% | +2.5% | +3.0% | -1.1% | +0.5% | +2.6% | -1.7% | +2.8% | -0.2% | +2.9% | -0.1% | +2.5% | +13.6% |
| 2020 | -2.0% | -6.2% | +78.3% | +12.5% | -0.8% | -0.2% | +2.7% | +1.5% | -0.4% | -1.1% | +3.6% | +3.7% | +101.7% |
| 2019 | +38.4% | +0.3% | +124.5% | +3.5% | -3.5% | +1.5% | +35.6% | -6.7% | +2.7% | +85.4% | +1.0% | +48.3% | +1041.8% |
| 2018 | -1.2% | -2.6% | +29.1% | +1.5% | +0.4% | -1.2% | +3.1% | -0.6% | -3.0% | +34.4% | +0.1% | -1.4% | +65.1% |
| 2017 | +4.5% | +4.8% | +4.8% | -3.0% | -2.6% | -0.7% | +0.1% | -0.7% | -0.5% | +4.5% | -2.6% | +3.3% | +11.9% |
| 2016 | -6.1% | +3.2% | +2.0% | +7.5% | -1.7% | +4.7% | +7.1% | +1.3% | -3.3% | -0.5% | +0.8% | -2.1% | +12.6% |
| 2015 | +23.6% | +1.6% | +4.1% | -0.8% | +2.2% | -2.1% | -3.5% | -7.2% | +0.5% | +10.4% | +0.4% | -6.6% | +20.9% |
| 2014 | +0.7% | +8.8% | -0.9% | -0.7% | +4.9% | +7.8% | +0.9% | +3.6% | +5.0% | -3.0% | +0.7% | +241.6% | +346.1% |
| 2013 | - | - | - | - | - | - | - | - | - | +2.3% | -4.9% | -1.5% | -4.2% |
MF - alavancado 10k returned +66.08% 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
€6,651,032.31
195 payments
Dividend Yield
24.40%
(annualized)
Avg Per Payment
€34107.86
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 | €198,778.43 |
| 2025 | €495,095.83 |
| 2024 | €2,068,679.84 |
| 2023 | €1,276,809.50 |
| 2022 | €5,825.06 |
| 2021 | €23,457.60 |
| 2020 | €1,318,939.86 |
| 2019 | €1,177,180.71 |
| 2018 | €49,091.57 |
| 2017 | €3,770.27 |
| 2016 | €119.20 |
| 2014 | €33,274.80 |
| 2013 | €9.70 |
| Total | €6,651,032.31 |