La idea es teniendo en cuenta el contexto actual plantear un portafomio que se adapte a largo plazo
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.F iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 13.0% | 0.07% |
AASI.PA Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C) • LU1681044480 | ETF | 13.0% | 0.2% |
EUNL.F iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 13.0% | 0.2% |
IS3N.F iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 13.0% | 0.18% |
EMMV.LSE iShares Edge MSCI EM Minimum Volatility UCITS ETF • IE00B8KGV557 | ETF | 12.0% | 0.4% |
IUHC.LSE iShares S&P 500 Health Care Sector UCITS ETF (Acc) • IE00B43HR379 | ETF | 12.0% | 0.15% |
CIBR.US First Trust NASDAQ Cybersecurity ETF • US33734X8469 | ETF | 12.0% | 0.6% |
VWCG.F Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating • IE00BK5BQX27 | ETF | 12.0% | 0.1% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +2.1% | -5.5% | +7.8% | +10.6% | +2.5% | -1.8% | - | - | - | - | - | +16.6% |
| 2025 | +4.3% | -1.4% | -5.6% | -3.8% | +4.5% | +1.1% | +2.6% | -0.2% | +2.8% | +4.8% | -0.7% | -0.4% | +7.6% |
| 2024 | +2.8% | +3.3% | +2.4% | -1.5% | +0.2% | +4.9% | +0.1% | +0.7% | +1.5% | -0.1% | +4.5% | -0.4% | +19.9% |
| 2023 | +3.3% | -0.3% | +0.3% | -1.4% | +2.9% | +2.5% | +2.5% | -1.2% | -0.8% | -3.6% | +5.2% | +4.0% | +13.7% |
| 2022 | -3.9% | -1.7% | +3.8% | -2.3% | -3.0% | -4.3% | +6.3% | -0.2% | -6.5% | +2.9% | +1.5% | -4.4% | -12.1% |
| 2021 | +1.8% | +1.1% | +4.2% | +0.8% | +0.4% | +4.3% | +0.1% | +3.0% | -1.9% | +3.7% | -0.2% | +3.7% | +23.0% |
| 2020 | -1.3% | -6.9% | -10.5% | +11.1% | +1.6% | +1.8% | +1.5% | +3.4% | -1.1% | -1.3% | +7.9% | +4.3% | +9.0% |
| 2019 | - | - | - | - | - | - | -0.4% | -2.5% | +2.3% | +0.9% | +3.8% | +2.2% | +6.4% |
Total Dividends Received
€74.96
24 payments
Dividend Yield
0.08%
(annualized)
Avg Per Payment
€3.12
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 | €7.24 |
| 2025 | €11.76 |
| 2024 | €7.80 |
| 2023 | €9.40 |
| 2022 | €4.95 |
| 2021 | €12.33 |
| 2020 | €19.47 |
| 2019 | €2.00 |
| Total | €74.96 |