Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XD9U.XETRA Xtrackers MSCI USA UCITS ETF 1C • IE00BJ0KDR00 | ETF | 20.0% | 0.03% |
IUS3.XETRA iShares S&P SmallCap 600 UCITS ETF • IE00B2QWCY14 | ETF | 20.0% | 0.3% |
EUNX.XETRA iShares US Aggregate Bond UCITS ETF (Dist) • IE00B44CGS96 | ETF | 20.0% | 0.25% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 20.0% | 0.12% |
SXRS.XETRA iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12 | ETF | 10.0% | 0.19% |
IQQ6.XETRA iShares Developed Markets Property Yield UCITS ETF • IE00B1FZS350 | ETF | 10.0% | 0.59% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | +2.9% | -2.4% | +3.7% | +1.5% | +0.1% | -0.5% | +2.3% | -0.9% | - | - | - | +11.1% |
| 2025 | +4.2% | -1.3% | -3.8% | -4.5% | +2.1% | -1.3% | +3.7% | +0.9% | +3.5% | +3.4% | +1.9% | -0.1% | +8.5% |
| 2024 | +1.0% | +0.8% | +4.1% | -0.5% | +0.5% | +2.3% | +2.5% | -0.7% | +2.0% | +2.3% | +5.9% | -2.4% | +19.0% |
| 2023 | +3.6% | -0.2% | -1.5% | -1.3% | +1.8% | +0.6% | +2.3% | -0.1% | -1.7% | -1.2% | +2.3% | +4.3% | +8.9% |
| 2022 | -2.8% | +1.7% | +3.9% | +1.0% | -3.1% | -3.6% | +7.0% | -1.4% | -3.9% | +1.3% | -0.9% | -4.4% | -5.8% |
| 2021 | +2.9% | +1.5% | +4.1% | +1.4% | +0.5% | +2.8% | +1.5% | +1.4% | +0.0% | +3.0% | +0.8% | +2.9% | +25.4% |
| 2020 | +0.9% | -4.2% | -8.8% | +6.7% | +0.3% | +1.4% | +0.2% | +2.2% | -1.2% | +0.0% | +3.2% | +1.3% | +1.2% |
| 2019 | +6.3% | +2.4% | +1.3% | +1.3% | -2.2% | +2.8% | +3.8% | +1.1% | +1.3% | -0.6% | +1.9% | +0.8% | +21.9% |
| 2018 | - | - | - | +1.6% | +5.6% | -0.6% | +0.3% | +2.2% | -0.9% | -1.5% | +0.5% | -5.2% | +1.7% |
Mix returned +10.53% 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
€1,453.43
68 payments
Dividend Yield
1.13%
(annualized)
Avg Per Payment
€21.37
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 | €201.35 |
| 2025 | €252.40 |
| 2024 | €219.72 |
| 2023 | €181.95 |
| 2022 | €142.00 |
| 2021 | €112.55 |
| 2020 | €116.09 |
| 2019 | €126.18 |
| 2018 | €101.18 |
| Total | €1,453.43 |