Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 30.0% | 0.12% |
VDIV.XETRA VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 30.0% | 0.38% |
EXH1.XETRA iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) • DE000A0H08M3 | ETF | 12.0% | 0.47% |
JEDI.XETRA VanEck Space Innovators UCITS ETF • IE000YU9K6K2 | ETF | 7.0% | 0.55% |
AYEW.XETRA iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist) • IE00BJ5JNY98 | ETF | 7.0% | 0.18% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 7.0% | 0.35% |
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1 | ETF | 7.0% | 0.55% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.9% | +2.9% | -4.2% | +6.8% | +6.4% | -5.1% | -4.5% | +3.9% | +0.7% | - | - | - | +18.8% |
| 2025 | +6.2% | -1.2% | -1.7% | -2.2% | +6.0% | +2.7% | +4.8% | +1.4% | +7.1% | +7.8% | -1.2% | +2.6% | +36.7% |
| 2024 | +2.1% | +1.4% | +6.3% | +0.6% | +1.8% | +1.9% | +0.9% | -0.8% | +2.5% | +3.3% | +5.0% | -1.5% | +25.9% |
| 2023 | - | -0.6% | -0.1% | -0.5% | +2.2% | +0.9% | +2.6% | +0.2% | +0.1% | -0.2% | +3.1% | +3.3% | +11.3% |
Mine returned +25.86% a year over the 4 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
€809.88
36 payments
Dividend Yield
1.53%
(annualized)
Avg Per Payment
€22.50
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 | €177.99 |
| 2025 | €225.11 |
| 2024 | €208.42 |
| 2023 | €198.32 |
| Total | €809.88 |