Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUQA.LSE iShares Edge MSCI USA Quality Factor UCITS ETF • IE00BD1F4L37 | ETF | 30.0% | 0.2% |
IB01.LSE iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) • IE00BGSF1X88 | ETF | 15.0% | 0.07% |
TIP5.LSE iShares USD TIPS 0-5 UCITS ETF USD (Dist) • IE00BDQYWQ65 | ETF | 11.0% | 0.1% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
IFSW.LSE iShares STOXX World Equity Multifactor UCITS ETF USD (Acc) • IE00BZ0PKT83 | ETF | 7.0% | 0.3% |
SXLU.LSE State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD • IE00BWBXMB69 | ETF | 5.0% | 0.15% |
SDHA.LSE iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc) • IE00BZ17CN18 | ETF | 5.0% | 0.45% |
XGID.LSE Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C • LU0322253229 | ETF | 5.0% | 0.6% |
SXLE.LSE State Street SPDR S&P U.S. Energy Select Sector UCITS ETF USD • IE00BWBXM492 | ETF | 3.0% | 0.15% |
VEA.US Vanguard FTSE Developed Markets Index Fund ETF Shares • US9219438580 | ETF | 3.0% | 0.05% |
IUFS.LSE iShares S&P 500 Financials Sector UCITS ETF (Acc) • IE00B4JNQZ49 | ETF | 3.0% | 0.15% |
IUHC.LSE iShares S&P 500 Health Care Sector UCITS ETF (Acc) • IE00B43HR379 | ETF | 3.0% | 0.15% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +2.7% | -5.8% | +4.6% | +1.7% | -1.0% | +0.4% | +3.7% | -0.7% | - | - | - | +9.1% |
| 2025 | +3.7% | -1.1% | -1.0% | +0.4% | +2.8% | +2.1% | +1.3% | +2.0% | +3.0% | +1.6% | +1.9% | +1.0% | +19.1% |
| 2024 | +1.1% | +2.7% | +3.5% | -1.5% | +2.3% | +2.2% | +1.6% | +2.2% | +1.9% | -0.1% | +2.7% | -3.0% | +16.5% |
| 2023 | +3.7% | -2.0% | +2.3% | +1.5% | -1.5% | +3.4% | +2.9% | -0.8% | -3.1% | -1.1% | +5.3% | +3.5% | +14.7% |
| 2022 | -4.1% | -0.1% | +3.7% | -4.4% | -0.6% | -6.2% | +4.4% | -2.0% | -5.9% | +4.2% | +3.6% | -0.8% | -8.6% |
| 2021 | -0.5% | +0.8% | +2.9% | +3.2% | +1.8% | +0.2% | +2.0% | +1.7% | -3.0% | +3.5% | -0.8% | +2.8% | +15.4% |
| 2020 | +0.3% | -6.1% | -6.7% | +6.1% | +2.6% | +0.5% | +4.1% | +3.3% | -2.0% | -1.5% | +5.8% | +2.9% | +8.5% |
| 2019 | - | -0.2% | +0.9% | +1.5% | -2.8% | +4.5% | +1.2% | -0.9% | +1.1% | +1.3% | +1.8% | +2.2% | +10.9% |
Min Max DD at 9% CAGR returned +11.05% 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
$440.52
44 payments
Dividend Yield
0.41%
(annualized)
Avg Per Payment
$10.01
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 | $42.47 |
| 2025 | $98.99 |
| 2024 | $102.82 |
| 2023 | $75.85 |
| 2022 | $14.05 |
| 2021 | $17.32 |
| 2020 | $42.60 |
| 2019 | $46.43 |
| Total | $440.52 |